Who We Are
AFS is an independent and agile corporate professional trustee and provides trustee and fiduciary services to families. We understand that every family is unique. We work with families to create truly bespoke solutions in line with their overall priorities, succession planning objectives and risk tolerance.
We have the direct support of ALN Kenya | Anjarwalla & Khanna (ALN Kenya), East Africa’s largest full-service law firm with over 100 lawyers. We are actively managed by senior ALN Kenya partners with the experience to deliver local and international estate and succession planning solutions including using trust and other legal structures which will ensure a smooth and tax efficient transfer of wealth and assets. As part of the trust services, AFS will not only manage the trusts but will continually liaise with investment managers and the family to ensure that the integrity of the underlying wealth and assets held in a trust are maintained. As such AFS will hold regular trustee meetings and prepare minutes and follow up on key issues impacting on the trusts or the trust assets. In addition, through our related firm Adili Executor Services (AES) we also provide executorship services to individuals in relation to their wills.
Free from any conflict of interest we ensure the investments held under trust are best in class and fit the investment and risk profile of the family.
Our blend of services
Experience
The reassurance of a trustee with the experience and professionalism to administer and manage high value family wealth and assets.
Confidentiality
Robust IT systems regularly upgraded to deal with cyber security threats and our cyber security specialists ensure absolute confidentiality and data security.
Client Communications
At least two trustee meetings a year to track developments and update clients on trust assets and investment portfolios.
Technical Expertise
Our close association with ALN Kenya puts us at the forefront of developments in the law, tax and other areas.
Bespoke Service
Every family is unique, which is why we tailor our services to your needs, adapting as your requirements change.
Admin Capabilities
We have the specialised skills and resources to professionally administer trusts and similar structures with the latest IT systems used by international trustee firms to maintain records. Our systems comply with international anti-money laundering policies and maintain the integrity of trust assets.
Network of Investment Advisors
Deep and long-standing relationships with onshore and offshore investment advisers ensure investment and management strategies for the growth of trust assets.