Don’t Just Build Wealth. Build a Fortress.
FACT: Since 2020, a simple Will is no longer enough. Protect your family assets from creditors, probate delays, and evolving tax laws with a legally robust Family Trust.
“The legal landscape in Kenya has changed. With the Trust Administration Act 2025 and the shift of registration to the Registrar of Companies, the era of ‘vague’ trusts is over. Today, a trust must be a precision-engineered instrument of governance.” — Victor, Wealth Mastery Coach
Why a Family Trust?
- Probate Avoidance: In Kenya, succession cases can freeze assets for years. A Trust ensures your family has access to funds the next day, not the next decade.
- Asset Protection: Under the Trustees (Perpetual Succession) Act, a properly structured irrevocable trust shields your wealth from business creditors and personal liability.
- Absolute Privacy: Unlike a Will, which becomes a public court document, your Trust Deed remains a private agreement. Your net worth is your business.
- Tax Efficiency: Leverage Stamp Duty Relief and Capital Gains Tax (CGT) Exemptions on property transfers into a registered family trust.
What We Protect (The Asset Portfolio)
We help you move the following into your “Wealth Fortress”:
- Real Estate: Family homes, rental apartments (onboarded to eRITS), and commercial land.
- Business Equity: Shares in your Operating Companies or private firms.
- Financial Assets: Life Insurance Policies, Bills, bonds, and offshore investment accounts.
- Intellectual Property: Brand assets, trademarks, and Copyrights (the “Narrative Infrastructure” of your firm).
The Wealth Mastery Roadmap (The Process)
- Discovery & Design: We map out your beneficiaries and “Settlor Wishes.”
- Trust Deed Drafting: Creating a “Watertight” legal instrument.
- Registration & Incorporation: Navigating the BRS (Business Registration Service) and eCitizen portals to obtain your Certificate of Incorporation.
- KRA & Compliance: Securing a Trust PIN and ensuring your “Register of Beneficial Owners” is filed to avoid the KRA’s new 100k+ penalties.
- Asset Seeding: Executing the legal transfer of titles and deeds.
The Pricing Strategy: The Mastery Tiers
We don’t bill like a lawyer; we bill like an Architect. These are “Flat-Fee” project bundles to give you cost certainty.
Tier 1: The Discovery Audit (The Entry Point)
- Target: Entrepreneurs, families, or individuals with scattered assets.
- Deliverable: A comprehensive KYC “Wealth Health Check” & Structural Roadmap.
- Price: KES 75,000-150,000
- Timeline: 1 week.
Tier 2: The Fortress Build (The “Best Seller”)
- Target: Established leaders needing a full reset.
- Deliverables: * Formation of 1 Family Trust and 3 Paper Assets (LLCs).
- Restructuring of 1 Holding Company.
- Succession & Tax Optimization Plan.
- Price: KES 350,000 – KES 500,000 (depending on asset complexity).
- Timeline: 6–16 weeks.
Tier 3: The Sovereign Legacy (The Bespoke Option)
- Target: Multi-generational families and HNWIs.
- Deliverables: Full “Wealth Mastery” ecosystem including global structures Family Constitution, and ongoing Fractional Wealth Strategy.
- Price: Custom Quote (Starting at KES 1,500,000).
FAQ for the Kenyan Wealth Maker
- Q: Can I still be in control?
- Victor’s Answer: Yes. As the Settlor, you can be a beneficiary and, in some cases, a co-trustee, ensuring you “own nothing, but control everything.”
- Q: Is it expensive?
- Victor’s Answer: The cost of not having one (legal fees in probate or lost assets in a lawsuit) is 100x the cost of setup.
- Q: What about the new KRA monitoring?
- Victor’s Answer: We structure your trust for transparency with the authorities while maintaining maximum private protection for the family.