Trusted advisors for complex, multi-generational wealth
Family offices face a unique set of challenges — balancing investment returns with capital preservation, navigating succession across generations, managing tax exposure across jurisdictions, and maintaining governance that respects both financial and family values.
Our family advisory practice combines deep investment expertise with an understanding of these complexities — delivering a personalised, long-horizon service that evolves as your family's needs evolve. Minimum portfolio: KES 5 million.
Bespoke Financial Planning
Every engagement begins with a deep discovery process — understanding your goals, values, income streams, risk tolerance, and legacy objectives before designing a single investment.
Multi-Asset Portfolio Management
Actively managed portfolios across public equities, fixed income, private markets, real estate, and alternative assets — constructed to meet your specific risk-return objectives.
Tax-Efficient Structuring
Structuring advice across Kenyan and offshore jurisdictions — minimising unnecessary tax drag on investment returns while maintaining full regulatory compliance.
Succession & Legacy Planning
Structured frameworks for generational wealth transition — family governance, trust structuring, shareholder agreements, and next-generation financial education.
Private Markets Access
Curated access to private equity, private credit, real estate, and venture opportunities — asset classes typically inaccessible to individual investors without institutional relationships.
Dedicated Relationship Manager
A single point of contact who knows your family, your portfolio, and your objectives — with quarterly investment reviews and an annual financial plan update.
Begin a confidential conversation
Our advisory engagements begin with a no-obligation discovery meeting. Tell us about your situation and we will outline how we can help.
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