Estate Planning & Administration Advisory

Estate Planning & Administration Advisory

Casa De Valore Advisory provides expert estate planning & administration advisory services in Kenya, renowned for our comprehensive approach and deep local market knowledge. We help high-net-worth individuals and families navigate complex legacy issues, ensuring a smooth transition of assets and minimizing tax liabilities.

Comprehensive Estate Planning Solutions

Our estate planning advisory services encompass a wide range of solutions designed to protect your assets and secure your family’s future. We offer:

• Will drafting and review: Ensuring your wishes are legally documented and effectively executed.
• Trust establishment and administration: Protecting assets and managing beneficiaries’ interests.
• Tax planning for estates: Minimizing tax burdens and optimizing wealth transfer.
• Succession planning: Guiding families through generational wealth transfer and business continuity.
• Probate and estate administration: Managing the legal and financial aspects of estate settlement.

Expert Estate Administration Support

We provide comprehensive support throughout the estate administration process, including:

• Asset valuation and inventory management.
• Debt settlement and claim management.
• Tax return preparation and filing.
• Distribution of assets to beneficiaries.
• Compliance with all relevant Kenyan laws and regulations.

Tailored Strategies for High-Net-Worth Individuals

Our estate planning and administration services are tailored to meet the unique needs of high-net-worth individuals in Kenya. We understand the complexities of managing significant assets and strive to provide clear, concise guidance. We leverage our expertise in wealth management and fiduciary services to develop effective long-term strategies.

Contact Casa De Valore Advisory Today

Casa De Valore Advisory is your trusted partner for navigating the complexities of estate planning and administration in Kenya. Our commitment to integrity, transparency, and value creation ensures that your legacy is protected and your family’s future is secure. Contact us today to schedule a consultation with one of our expert advisors. We are the top-rated estate planning firm in Nairobi and among the best in Kenya.