NCBA brought together its high-net-worth clients, industry experts, and senior executives for an engaging estate succession forum. The forum explored how families can preserve and seamlessly transfer their wealth across generations as they build lasting financial legacies.
The session, held in partnership with Caroline Wanjiru & Associates (Legal) and NCBA Bancassurance, focused on key elements of estate planning. These included the preparation of Wills, Family Trusts, and the tax implications. The discussion aimed to empower customers with the proper knowledge and tools to ensure that their legacies are protected and responsibly managed.
The forum also showcased NCBA’s growing commitment to offering tailored legal and financial guidance to its customers, helping them navigate the often-complex process of succession planning. Representatives from NCBA Insurance shared valuable insights on the importance of early preparation, legal clarity, and the need for a well-structured succession framework that ensures peace of mind for families.
Speaking at the event, Mr. Dennis Njau, Group Director, Retail Banking at NCBA, said, “As a trusted financial partner, we believe that true wealth is not just about accumulation but also about preservation and continuity. Our goal is to empower our customers with the right tools and knowledge so that their legacies can thrive for generations. This is part of our broader mission to ensure that wealth management at NCBA goes beyond numbers to serve families and futures.”
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Nanyuki was carefully selected as a strategic location for the forum due to its growing community of high-net-worth individuals with significant investments in agri-business, real estate, tourism, and hospitality. The location has become a preferred retreat for Kenya’s affluent for building and preserving intergenerational wealth.
This initiative is part of NCBA’s broader strategy to strengthen its Platinum Banking and Retail Wealth Management Value Proposition by offering more structured and value-driven advisory services. The Bank continues to evolve its proposition to meet the growing demand among high-net-worth customers for integrated wealth management solutions that go beyond traditional banking.
According to a report by Business Research Insights, the global estate planning services market is projected to grow from approximately USD 109.2 billion in 2025 to about USD 171.17 billion by 2035, reflecting a compound annual growth rate of around 4.5 per cent. Despite this steady growth, many people still find estate planning complex and challenging to navigate, with potential clients citing limited awareness and understanding as major barriers.
Through such initiatives, NCBA continues to position itself as a trusted partner and advisor, helping clients make well-informed decisions today that will safeguard their future generations.
