Trust & Private Wealth

We offer comprehensive legal services in Trusts and Private Wealth, designed to help individuals, families, and businesses effectively manage and protect their wealth across generations.

We guide clients through structuring their wealth, advising on the creation of tax-efficient trusts, wills, and other legal instruments designed to ensure smooth transfer of wealth to future generations.

Our expertise also includes handling contentious issues such as trust disputes, contested wills, and probate litigation, ensuring that our clients’ interests are protected at all stages.

Our services include:

1. Trust Creation and Administration: We help clients set up both private and charitable trusts, providing advice on the legal documentation required to ensure their wishes are carried out efficiently and in accordance with Kenyan law. Our team ensures proper registration and compliance, allowing trusts to function smoothly as distinct legal entities.
2. Estate Planning and Succession: We guide clients through the complex process of estate planning, offering solutions that minimize tax liabilities and ensure assets are transferred smoothly to beneficiaries. Our team specializes in creating wills, trust deeds, and other instruments that secure wealth and protect family interests.
3. Trustee Services: We advise trustees on their fiduciary duties and assist with the ongoing management of trust assets. Whether acting for individuals or corporate trustees, we ensure compliance with statutory duties such as maintaining trust property, filing returns, and accounting to beneficiaries.
4. Dispute Resolution: In cases where trust disputes arise, whether between trustees and beneficiaries or among heirs, we offer robust litigation and alternative dispute resolution services to protect our clients’ interests.

We differentiate ourselves by combining personalized client service with a deep understanding of the complex regulatory environment in Kenya and abroad, which is essential in managing cross-border assets and investments.

Whether it’s guiding clients through business succession planning, charitable giving strategies, or the protection of multi-jurisdictional wealth, we offer comprehensive legal solutions that are aligned with both local and international best practices.

By leveraging our deep understanding of Kenya’s trust laws, combined with our practical experience in estate planning, we are well-equipped to provide personalized advice for safeguarding wealth and ensuring smooth succession for future generations.