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Book your consultation

Schedule a personalized consultation with our wealth management experts to discuss your financial goals and build your legacy

Discovery Call

15-minute introductory session

Free

Understand your wealth goals and how we can help.

  • Goal assessment
  • Strategy overview
  • Next steps guidance

Strategy Session

90-minute deep dive

KES 15,000

Create your personalized wealth management strategy.

  • Detailed financial analysis
  • Custom strategy roadmap
  • Trust structure recommendations
  • Follow-up resources
  • In-person or online meeting

Family Wealth Planning

2-hour comprehensive session

KES 70,000

Family wealth structuring and legacy planning.

  • Multi-generational planning
  • Trust structure design
  • Tax optimization strategies
  • Implementation timeline
  • In-person meeting

Book Your Appointment

Your journey starts with a booking

How to Prepare for your Consultation

Make the most of your session by coming prepared with the right information and mindset.

What to bring

  • Recent financial statements and investment portfolios
  • List of current assets, properties, and business interests
  • Existing legal documents (wills, trusts, business agreements)
  • Family structure information and beneficiary details

Questions to consider

  • What are your short-term and long-term financial goals?
  • What timeline are you working with for wealth transfer?
  • What are your main concerns about protecting your wealth?
  • How important is financial education for your family?

Frequently Asked Questions

Consultation FAQs

Discovery calls are 30 minutes, strategy sessions are 90 minutes, and family wealth planning sessions are 2 hours. We ensure adequate time to address all your questions.

Yes, you can reschedule or cancel up to 24 hours before your appointment through the confirmation email or by contacting our team directly.

Absolutely. We conduct virtual consultations for clients across Africa and internationally. All sessions can be conducted via secure video conferencing.

You'll receive a summary of recommendations, next steps, and relevant resources. For paid consultations, you'll also get a detailed action plan tailored to your situation.