CASE STUDY
From Business Owner to Legacy Builder
The Challenge
At 65, Mr. Kiprop had built a successful manufacturing business over 35 years. With children in university and succession planning becoming critical, he needed to convert his operating capital into stable, generational wealth without disrupting business operations.
The Solution
Through our fiduciary advisory, Mr. Kiprop implemented a comprehensive strategy combining sale-leaseback of his industrial facility and strategic investments in prime commercial properties.
Key Actions Taken:
- Sale-leaseback of 100,000 sq ft manufacturing facility for KSh 800M
- Investment in 15 commercial properties across Nairobi CBD
- Establishment of family trust structure for tax efficiency
- Diversification into logistics and retail assets
Results Achieved
KSh 2.1B
Portfolio Value
KSh 180M
Quarterly Income
15 Years
Business Continuity
8.5%
Average Yield
Tax Efficiency
By structuring investments through approved KRA-compliant vehicles, Mr. Kiprop reduced his effective tax rate from 37.5% to 15% on investment income.
Tax Rate Reduction
60% ↓
Legacy Impact
"This wasn't just about retirement income. It was about ensuring my children's education, my grandchildren's future, and continuing the family business legacy. Murivest helped me see beyond the balance sheet to true wealth preservation."
- Mr. Kiprop, Industrialist
*Names and specific figures have been modified for confidentiality, but results are representative of successful client outcomes.