Fiduciary & Trust Services

Fiduciary & Trust Services

Casa De Valore Advisory provides comprehensive fiduciary and trust services in Kenya, offering expert guidance and support to high-net-worth individuals, families, and institutions. We are renowned as one of the best fiduciary services firms in Kenya, delivering bespoke solutions tailored to your unique needs. Our services encompass estate planning, trust administration, and wealth preservation strategies.

Expert Fiduciary & Trust Management in Kenya

Our team of experienced professionals offers unparalleled expertise in managing complex trusts and estates. We understand the sensitivities involved in these matters and provide discreet, personalized service. We are committed to preserving and growing your wealth for generations to come.

Estate Planning & Administration

Our estate planning services help you protect your assets and ensure a smooth transition of your wealth. We assist with will drafting, trust creation, and probate administration, minimizing potential complexities and tax burdens. We also offer comprehensive succession planning advice tailored to Kenyan legal frameworks.

Trust Services & Administration

Casa De Valore Advisory provides comprehensive trust services, including the establishment, administration, and management of various types of trusts. We offer ongoing monitoring, reporting, and investment management, ensuring your assets are managed efficiently and effectively, while adhering strictly to the trust’s terms and conditions.

Wealth Preservation & Family Office Services

Our wealth preservation strategies are designed to protect your assets from various risks while maximizing long-term growth. We assist in developing and implementing tailored investment plans that align with your financial goals. We also provide family office services, supporting multi-generational wealth transfer and family governance.

Fiduciary Services for Institutions

We extend our fiduciary services to institutional clients, assisting with pension fund management, endowment administration, and other specialized trust arrangements. Our expertise in financial regulations and governance ensures complete compliance.

At Casa De Valore Advisory, we are dedicated to providing exceptional fiduciary and trust services. Contact us today to discuss your needs and learn how we can help you secure your financial future.