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ndovu

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The partnership opportunity

How it works

You refer clients to ndovu for wealth management. We handle the advisory relationship, portfolio management, and reporting. You earn a commission on every client referral — structured in writing, competitive, and paid monthly.

Why your clients win

Your clients get professional wealth management without the distraction. You get to offer a premium service to your wealthiest clients. Everyone benefits.

Why lawyers choose ndovu

Understand the fees upfront

You negotiate fees for every billable hour. We do the same. Full fee schedule before engagement, no hidden charges.

Disciplined, not emotional

Markets move. We don't. Rebalancing follows a calendar and a framework, not fear or greed.

Education, not prescription

You're trained to understand before signing. Same here. We explain the 'why' behind every allocation decision.

Global diversification

KES, USD, global equities. Real diversification across currencies and geographies, not different fund names in the same asset.

Common scenarios

Partnership draws and billable income

Your income is lumpy — big wins followed by slow quarters. We build portfolios that smooth that volatility and keep your wealth working during downturns.

USD exposure for international work

Cross-border cases mean USD exposure. We help you build a portfolio that hedges your KES spending without taking unnecessary FX risk.

Long-term wealth after partnership

Exit planning is different than practice planning. We help you move from income accumulation to wealth preservation and growth.

Client liquidity events we help with

When your clients experience significant financial events, ndovu provides the wealth management expertise they need. Here's how we help:

Business Exit / Sale

The Problem

Your client just sold their business and has significant capital to deploy. They need institutional-grade wealth management to diversify and protect their windfall.

The Solution

Ndovu provides portfolio construction, diversification across KES/USD/global assets, and tax-efficient structuring.

Inheritance & Estate Settlement

The Problem

Your clients received a substantial inheritance but lack professional guidance on allocation, tax efficiency, and long-term wealth preservation.

The Solution

We handle the portfolio construction and ongoing management while you maintain the client relationship.

Equity/Share Windfall

The Problem

Your client received company shares, stock options, or an equity payout. They're concentrated in a single asset and need diversification guidance.

The Solution

Ndovu builds a balanced portfolio and diversifies the concentrated position into global assets.

Property Sale / Real Estate Liquidity

The Problem

Your client sold property or real estate and has proceeds that need deployment. They need strategy on USD/KES allocation and offshore diversification.

The Solution

Ndovu structures portfolios across currencies and geographies, and manages offshore assets properly.

Bonus & Incentive Payouts

The Problem

Your high-income clients receive annual bonuses, performance incentives, or profit distributions. They struggle with where to invest and how to build long-term wealth.

The Solution

A systematic approach: portfolio construction based on risk tolerance, regular rebalancing, and institutional reporting.

Retirement / Career Transition

The Problem

Your client is retiring, leaving employment, or transitioning careers. They need to shift from wealth-building to wealth-management mode.

The Solution

Disciplined portfolio management, structured withdrawals, and tax-efficient income planning.

How to start

Book a consultation with a ndovu advisor. Bring your financial picture — income, assets, obligations, what the money is for. We'll propose an allocation and a fee structure, in writing, before you commit to anything.

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