Project
Management
We offer project management services to help you
plan execute, and complete your projects smoothly
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Tax Compliance
Advisory
We offer tax compliance advisory to help you stay up
to date with regulations and avoid costly mistakes
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Wealth & Portfolio
Management
We offer wealth and portfolio management to help
you grow and protect your assets with confidence
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Accounting &
Bookkeeping
We offer accounting and bookkeeping services to
keep your financial records accurate and organized
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Sustainability
Reporting
We offer sustainability reporting to help you track
measure and communicate your environmental
and social impact
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Co-ordination of
third-party service
providers
We offer coordination of third-party service providers
to ensure smooth and efficient delivery of all your
professional services
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Our Vision

To create social impact by making business solutions accessible through early-stage partnerships and mentoring

Our Mission

To offer optimised solutions for business growth and prosperity

Core Values

To drive social change by providing accessible business solutions through strategic partnerships and guided mentorship

Family Trusts - A New Era in Kenya

A family office is a private wealth management entity that provides a comprehensive suite of services to family trusts, high-net-worth families/individuals. These services go beyond traditional wealth management, often encompassing financial planning, investment management, estate planning, philanthropic activities, and even concierge services. Essentially, a family office manages the financial and personal affairs of a family, ensuring their wealth is preserved, managed, and passed down to future generations. 

Family Trusts - A New Era in Kenya

A family office is a private wealth management entity that provides a comprehensive suite of services to family trusts, high-net-worth families/individuals. These services go beyond traditional wealth management, often encompassing financial planning, investment management, estate planning, philanthropic activities, and even concierge services.

Can You Protect Beneficiaries from Themselves?

“Family Trusts are meant to protect the next generation — but what if the biggest risk… is them?” “Here’s a question most people don’t ask when setting up a Family Trust in Kenya: What happens when the very people you’re trying to secure a future for… reject it?

Why Every Family Trust Should Consider a Family Office

Family Trusts are powerful tools for securing your legacy. But who’s actually managing the day-to-day? Without the right structure in place, they can become overwhelming for Trustees and frustrating for Beneficiaries.

Kenya’s Family Trust Laws Have Changed What It Means for Your Legacy

Big changes have just redefined how we build and protect generational wealth in Kenya. If you’ve ever considered setting up a Family Trust or already have one of these new laws will change everything you thought you knew.

Books on Family & Legacy

Blindsided

Author - Ruth Roben

Blindsided

Author - Ruth Boben

Blindsided is a sweeping, emotionally resonant journey through girlhood, education, marriage, motherhood, ambition, and identity…

Blindsided

Author - Ruth Boben

Blindsided is a sweeping, emotionally resonant journey through girlhood, education, marriage, motherhood, ambition, and identity…

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Our Services

Accumulation

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Mutual Funds

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Risk Management

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Estate Planning

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Retirement Planning

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Business Planning

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Our Projects

GET A CALL BACK

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