Institute for Family Business: Wealth & Estate Planning
Wealth that endures across generations
Your family has built something significant. Preserving it, growing it, and transferring it with intention requires more than financial expertise, it requires thoughtful estate planning, sound governance, and advisors who understand the complexity of family wealth.
Our Approach
Wealth and estate planning designed around your family not a product shelf
At the Institute for Family Business, we believe that managing significant wealth cannot be separated from estate planning, family governance, succession, and legacy planning. Our Wealth & Estate Planning as a Service offering brings together investment strategy, estate structuring, succession planning, tax efficiency, family governance, and next generation preparation into a single, cohesive relationship.
Rather than offering isolated financial products, we work alongside your family to develop a long-term strategy that protects your assets, honours your values, and provides clarity for future generations.
We work with a select number of families, giving each the sustained attention that complex, multigenerational wealth demands.
Our CEO Paul Ouma with Hon. Justice John Mutangi and his daughter
Our Philosophy
"True wealth and estate planning is not simply about transferring assets. It is about preserving family unity, protecting legacy, and preparing future generations to carry it forward."
Every family has a unique story. Before recommending any strategy, we take time to understand your history, your business, your goals, and the legacy you want your wealth to carry forward, before making a single recommendation.
Services
What we provide
- Investment portfolio management: Bespoke asset allocation and risk management aligned with your family's goals and time horizons.
- Estate planning: Comprehensive strategies that preserve wealth, protect beneficiaries, minimise tax exposure, and ensure assets are distributed according to your wishes.
- Succession planning: Clear, practical plans for business ownership, leadership transitions, and intergenerational wealth transfer.
- Philanthropy & impact: Guidance on family foundations, giving strategies, and impact investing that align capital with purpose.
- Family office advisory: Structuring, governance, and operational support for families managing a private family office.
- Business transition planning: Expert counsel for families navigating a sale, merger, succession, or liquidity event.
- Next generation development: Structured programmes that build financial literacy, leadership capability, and the values to steward family wealth responsibly.
Get started
Ready to protect your family's wealth and legacy?
Whether you are building wealth, planning your estate, preparing the next generation, or navigating a business transition, we work with a limited number of families each year to ensure every conversation gets our full attention.
Request a conversation