Wealth Structuring

Family Trusts & Holding Companies for Tax Efficiency

Structure property ownership via family trusts and holding companies for tax efficiency and asset protection. Kenya Family Office Real Estate Structuring.

Asset
Protection
Tax
Efficiency
KRA
Compliant
WEALTH STRUCTURING

Why Structure Your Wealth?

Family trusts and holding companies provide sophisticated solutions for tax optimization, asset protection, and generational wealth transfer in Kenya's evolving regulatory environment.

Family Trust Structures

  • Settlor, trustee, and beneficiary separation
  • Asset protection from creditors and claims
  • Tax-efficient income distribution
  • Smooth succession planning
  • Privacy and confidentiality

Holding Company Benefits

Mauritius, Seychelles, and Kenyan holding companies offer strategic advantages for real estate investment and wealth management.

Key Advantages:
  • • Lower corporate tax rates
  • • No dividend withholding tax
  • • Enhanced asset protection
  • • International tax treaties

Tax Efficiency Comparison

StructureCorporate TaxDividend TaxAsset Protection
Kenyan Company37.5%15%Limited
Mauritius Holding0.5-3%0%Strong
Family TrustN/A5-15%Excellent

Real Estate Applications

  • Property ownership through offshore entities
  • Rental income optimization
  • Capital gains tax minimization
  • Estate planning and succession
  • Cross-border investment structures

Implementation Process

1
Needs Assessment
Goal setting and structure selection
2
Entity Setup
Jurisdiction selection and incorporation
3
Asset Transfer
Tax-efficient restructuring
4
Compliance
Ongoing regulatory compliance
5
Optimization
Performance monitoring and tax planning

Regulatory Compliance

All structures are designed to comply with Kenyan regulations, OECD standards, and international tax treaties. We work with licensed trustees and corporate service providers.

KRA Compliant
Full regulatory compliance
OECD Standards
International best practices
Licensed Partners
Professional service providers