Looking after you and your family for generations to come

Adili Fiduciary Services (AFS) is an independent and agile corporate professional trustee providing 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.

Estate planning is more than writing a will, it’s about ensuring a smooth, legally sound transfer of wealth, especially for families with substantial assets or business interests. It involves clearly documenting your wishes, communicating them effectively, and putting enforceable structures in place.

At AFS, we recognise that every family is unique. Our customised estate planning strategies are designed to reflect individual goals, offering a confidential and bespoke service led by some of the region’s most trusted legal and tax experts.

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.

Why Us

At Adili, our directors and trustees of international repute are available to offer fiduciary services, including the establishment and administration of holding companies, trusts and foundations. We operate a far-reaching model that integrates different legal and business services to provide our clients with custom-fit and comprehensive support.

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Our Service Attributes

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 offer expert trust administration using advanced IT systems aligned with international standards, ensuring record accuracy, AML compliance, and 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.

What We Do

Adili Fiduciary Services

Trusts and foundations control wealth while divesting ownership and play a key role in the continuation of family businesses, succession planning and tax planning.

Trust assets no longer form part of the settlor’s estate so will not be subject to the delays and vagaries of the court driven probate process. They can also benefit from creditor protection, including trade creditors, claims on divorce or claims from dependants.

Trusts can hold a variety of assets, including shares in a business enabling continued trading after death or incapacity and avoids the delays and complications of the probate process. Trusts can also be sharia compliant and consistent with the tenets of the Islamic faith.

Our established Private Client and Family Wealth team provides a wide range of legal advisory services, including:

Private and family wealth and business tax issues
Estate and trust administration
Family corporate governance and family succession planning
Formation of trusts, foundations and other structures (local and offshore)
Will creation and execution
Creation of family constitutions and shareholder agreements
Dispute resolution through mediation, settlements, and litigation
Guidance on next-generation influence in family business operations and wealth preservation

Adili Executor Services

Adili Executor Services (AES) is an independent corporate executor providing executorship services to individuals in relation to their wills.

Why have a will and appoint an executor?

Executors are the people you name in your will to carry out your wishes after you die. It is a complicated process and may include:

Reading of the will
Understanding the duties and responsibilities of an executor
Preparing an inventory of assets with valuations
Meeting advocates to prepare the High Court probate application
Appearing in High Court for the probate hearing
Understanding the needs of beneficiaries
Resolving conflicts between beneficiaries
Instructing advocates if there is a claim against the deceased’s estate
Defending any claims
Distribution of the assets to beneficiaries after probate is completed

Imposing these duties on a family member or friend is a huge responsibility, and of course individuals appointed as executors may also die or become incapacitated before probate is completed.

In Kenya, when a person dies without a will the estate is distributed in accordance with a strict fixed order of priority of beneficiaries set out in the Law of Succession Act of Kenya. Without a will the court has discretion as to who administers the estate, and if there is no next of kin the Public Trustee or the creditors of an estate may be granted this role.

Competent legal advice is vital to make a valid effective will that complies with local legislation of the assets’ jurisdiction.