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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

CLIENTS

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.

the team

OUR PEOPLE

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