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Private Wealth

The same advisor, for as long as your life keeps changing.

Private wealth isn't a bigger version of retail investing. It's a relationship built around complexity — family, legacy, timing — that a fund page can't hold.

Built for relationships measured in decades, not sessions
Meet Your Advisor Legacy & Estate Planning
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How this is different

Advice first. Products are just how we execute it.

Whatever's actually complicated about your situation — a business exit, a multi-country family, a legacy you're trying to structure well — that's the conversation. The products we eventually recommend are simply the logical output of that conversation, not the starting point.

Meet the Team

How a private wealth relationship starts

  1. We start with the complexity, not a product A business exit, an inheritance, a family spread across borders — whatever's actually true.
  2. You get one advisor, not a rotating desk Named, credentialed, and built to stay — so you never re-explain yourself.
  3. The plan comes before the product What we recommend is the output of the conversation, never the opener.

Advisors who stay

You shouldn't have to re-explain your situation every time you call.

Our private wealth advisors are named, credentialed, and built to be a long-term relationship — not a rotating call center.

AW

Amani Wanjiru

Senior Private Wealth Manager, CFA

Twelve years advising families through business exits, inheritance, and multi-generational planning.

Connect With Amani

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FN

Faith Nekesa

Private Wealth Consultant

Specializes in growing investors moving from a single structured plan into a broader private wealth relationship.

Connect With Faith

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SO

Samuel Otieno

Estate & Trust Specialist

Focuses on legacy structuring, trusts, and multi-generational transfer across East African and cross-border estates.

Connect With Samuel

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Grandparents and grandchildren together, spanning generations.

Thinking past your own lifetime

Legacy planning starts with what matters, not the numbers.

Legacy planning is one of the few financial conversations that isn't really about numbers first — it's about what you want to be true for the people after you. We'll get to the numbers. We start with what actually matters to you.

Talk to an Estate Specialist

Discretion, built in

Complex situations deserve real confidentiality.

Private wealth clients are often navigating something they haven't discussed widely — a business sale, a family disagreement, a health diagnosis shaping a plan. Confidentiality isn't a policy footnote here; it's the baseline every conversation starts from.

1954
Founded
3rd
Generation firm
CMA
Regulated
1:1
Named advisor relationships
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What never changes

  1. Your advisor doesn't rotate The same named person, across years, not a call center queue.
  2. Your situation isn't shared beyond the team who needs it Discretion by default, not by request.
  3. Regulation is the floor, not the pitch CMA compliance is where trust starts, not where it ends.

In clients' words

What it feels like to be looked after.

Reflections from private wealth clients.

Ten years in, and it's still the same advisor. I've never had to start over.

JN
Joyce NjoroClient since 2014 · Legacy planning

When we sold the business, Amani understood what we were actually trying to protect — not just the number.

RN
Rehema & NjorogeClients since 2020 · Business exit & family trust

Wherever your situation sits

There's a conversation worth having.

No obligation to commit today — just a clearer sense of whether this is the right fit.

Meet Your Advisor
Meet Your Advisor