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Advisory & Fiduciary Services

Advisory & Fiduciary Services

Casa De Valore Advisory provides expert advisory and fiduciary services in Kenya, offering comprehensive solutions for businesses and high-net-worth individuals across East Africa. We are renowned as a top-rated firm in Nairobi and among the best in Kenya for our integrated approach to financial advisory and fiduciary duties. Our services range from transaction advisory and M&A support to succession planning and wealth management.

We are dedicated to delivering bespoke solutions tailored to each client’s unique financial landscape.

Expert Transaction Advisory & M&A Support

Our transaction advisory services encompass deal sourcing, structuring, and execution, ensuring optimal outcomes for our clients. We provide expert guidance throughout the mergers and acquisitions (M&A) process, from initial valuation to post-merger integration. Our team possesses deep expertise in various sectors. We consistently deliver results.

Fairness and Solvency Opinions

Fairness & Solvency Opinions

Fairness & Solvency Opinions Casa De Valore Advisory provides expert Fairness & Solvency Opinions in Kenya, ensuring accurate valuations and informed...
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Fiduciary and Trust Services

Fiduciary & Trust Services

Fiduciary & Trust Services Casa De Valore Advisory provides comprehensive fiduciary and trust services in Kenya, offering expert guidance and support...
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Succession Planning Advisory

Succession Planning Advisory

Succession Planning Advisory Casa De Valore Advisory provides expert succession planning advisory services in Kenya, helping families and businesses navigate the...
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Independent Board Advisory and Special Committee Services

Independent Board Advisory & Special Committee Services

Independent Board Advisory & Special Committee Services Casa De Valore Advisory provides independent board advisory and special committee services in Kenya,...
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Tax Advisory

Tax Advisory (Corporate, Transactional, Wealth)

Tax Advisory (Corporate) Casa De Valore Advisory provides expert corporate tax advisory services in Kenya, helping businesses navigate complex tax regulations...
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Post-Merger Integration Planning

Post-Merger Integration Planning

Post-Merger Integration Planning Post-merger integration planning is crucial for realizing the full potential of a merger or acquisition. Casa De Valore...
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Valuation and Financial Opinions

Valuation & Financial Opinions

Valuation & Financial Opinions Casa De Valore Advisory provides expert valuation & financial opinions in Kenya, offering independent assessments crucial for...
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Deal Sourcing and Structuring

Deal Sourcing & Structuring

Deal Sourcing & Structuring Casa De Valore Advisory, a top-rated financial advisory firm in Kenya, provides expert deal sourcing and structuring...
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Corporate and Strategic Advisory

Corporate & Strategic Advisory

Corporate & Strategic Advisory Casa De Valore Advisory provides expert corporate & strategic advisory services in Kenya, empowering businesses and high-net-worth...
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Wealth and Investment Advisory

Wealth & Investment Advisory

Wealth & Investment Advisory Casa De Valore Advisory provides wealth & investment advisory services tailored to high-net-worth individuals and institutions in...
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Estate Planning and Administration Advisory

Estate Planning & Administration Advisory

Estate Planning & Administration Advisory Casa De Valore Advisory provides expert estate planning & administration advisory services in Kenya, renowned for...
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Transaction Advisory and MandA Support

Transaction Advisory & M&A Support

Transaction Advisory & M&A Support Casa De Valore Advisory provides expert transaction advisory and M&A support in Kenya, offering comprehensive services...
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Conference

Family Office Advisory & Structuring Services

Family Office Advisory & Structuring Services Casa De Valore Advisory provides comprehensive family office advisory & structuring services in Kenya, offering...
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Financial Advisory for Institutions

Financial Advisory for Institutions

Financial Advisory for Institutions Casa De Valore Advisory provides expert financial advisory for institutions in Kenya, offering bespoke capital solutions and...
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Dedicated Wealth Management for Sustainable Growth

DRIVING IMPACTFUL & RESPONSIBLE FINANCIAL DECISIONS

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