Legacy · For wealth that changes hands quietly
Family Trusts
A trust is a container for intent — it holds what you built, exactly as you meant it.
The promise, in one line
"The assets moved. The family never felt the mechanism."
The story
Structure is what survives you
Wealth without structure scatters at the first transition: probate freezes it, disputes divide it, and taxes take opportunistic bites.
A family trust holds assets outside the storm entirely — managed under your rules, distributing to your people, on your schedule, for generations if you design it so.
See how a family trust moves assets cleanly. See the estate structures, drawn out
The reality
What a contested transition costs
1–3 years
Without a trust, assets can sit in succession for this long — or longer
5–10%+
Estate erosion from legal and administrative costs during a contested transition
KES 200,000–1M+
What families spend in court and legal fees accessing their own inheritance
What it protects
Promises, kept in writing
Probate-proof
Trust assets never enter the succession queue — continuity is immediate.
Your rules, enforced
Ages, milestones, purposes — distributions follow your design.
Creditor insulation
Assets held in trust stand apart from personal and business liabilities.
Multi-generation reach
One structure can serve children, grandchildren and the family after them.
Who This Is For
- Families with significant or complex assets that a will alone cannot govern
- Business owners who want continuity enforced — not negotiated — after the founder
- Parents who want to control how and when wealth reaches the next generation
- Anyone building multi-generational wealth that should outlast any single transition
How We Design It
- 01 Define the assets to place in trust and the beneficiaries they should serve
- 02 Set the rules: ages, milestones or conditions that govern distributions
- 03 Appoint trustees who combine integrity with the capability to act over decades
- 04 Coordinate with the will, succession plan and governance structure for a unified estate
Protectors on Family Trusts
Families who made the promise
Our land, the flats and Baba's shares all moved in a week. The trust had been rehearsing that week for years.
We stopped being a family with assets and became a family with a system.
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The unremarkable Tuesday is today.
One conversation. Protection sized to the weight you actually carry.
Independent advice · Curated from Kenya's leading insurers · No obligation