FAMILY WEALTH
Family wealth is not self-perpetuating, and without careful planning and stewardship, hard earned wealth is easily lost and is almost inevitable without careful planning and stewardship.
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Owning, managing, and nurturing significant wealth involves hard work, discipline, and engagement, in increasingly turbulent times managing wealth well is an essential skill for families.
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Every family is unique and the service we deliver to you will be bespoke to your family’s requirements, the wisdom and knowledge we bring with our holistic approach to your family and your wealth has been acquired through years of experience.
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We understand the ingredients and practices that create long-term success and help you put these in place. There are several elements of strategic thinking that make up a step-by-step approach to our model, and our principled approach takes into account factors beyond just financial.
FAMILY WEALTH
Family wealth is not self-perpetuating, and without careful planning and stewardship, hard earned wealth is easily lost and is almost inevitable without careful planning and stewardship.
​
Owning, managing, and nurturing significant wealth involves hard work, discipline, and engagement, in increasingly turbulent times managing wealth well is an essential skill for families.
​
Every family is unique and the service we deliver to you will be bespoke to your family’s requirements, the wisdom and knowledge we bring with our holistic approach to your family and your wealth has been acquired through years of experience.
​
We understand the ingredients and practices that create long-term success and help you put these in place. There are several elements of strategic thinking that make up a step-by-step approach to our model, and our principled approach takes into account factors beyond just financial.
OUR BUSINESS
We are a highly specialised international advisory firm serving private clients, charities, family offices and professional trustees, creating bespoke international wealth management solutions.
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We cater to clients through personalised and responsive delivery of service and advice. As we structure state-of-the-art solutions for each client, we coordinate a cohesive team made up of best-of-breed specialists on an as-needed basis.
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As an independently owned firm, we strive to build long-term client relationships, offering completely objective advice based on impartial analysis.
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We are licensed by the Capital Markets Authority of Kenya.
FAMILY
CENTRIC
INTELLIGENT
INVESTMENT
WELL STRUCTURED
WELL ADVISED
DISCIPLINED
PROCCESS
OUR CLIENTS
We work with individuals and families from across the wealth spectrum who value independent advice, and personalised long-term relationships.
Our clients range from international professionals who we help with financial planning and advice to secure their financial future and live comfortably, to business-owning families who employ us as family office advisers to safeguard and grow their wealth and legacy long into the future.
Drawing on many years of professional experience and expertise in the field of international wealth management, we have the skills and wisdom to navigate whatever complexities our clients face.
OUR PEOPLE
