Private Wealth Tier
White-glove wealth management.
For ultra-high-net-worth individuals and families with KES 10M+. A dedicated personal advisor, fully managed portfolio, comprehensive wealth planning, and institutional-grade strategies.
What you should know
Quick summary (TLDR)
Private Wealth is for ultra-high-net-worth individuals and families. Minimum KES 10M. You get a personal advisor (exclusively yours), fully managed portfolio, comprehensive wealth planning including legacy/succession, institutional reporting. Think: everything managed professionally, you stay involved but don't have to worry about day-to-day decisions.
Is this tier right for you?
4 key takeaways for Private Wealth
Fully dedicated personal advisor, exclusively yours
Comprehensive wealth planning across all assets and currencies
Multi-generational wealth preservation and legacy strategies
Institutional-grade portfolio management with white-glove service
Beyond advisory
Why UHNW clients choose fully managed Private Wealth
At KES 10M+, wealth management becomes complex: international asset coordination, tax optimization, legacy planning, risk management across multiple entities. Premier's quarterly guidance isn't enough. You need someone in your corner full-time.
Premier limitations
- ✗Quarterly meetings may not cover all issues
- ✗You still make day-to-day portfolio decisions
- ✗No comprehensive legacy planning included
- ✗Advisor may be shared with other clients
- ✗Limited coordination with outside advisors
Private Wealth advantages
- ✓Exclusive advisor, available whenever you need
- ✓Fully managed portfolio, you stay informed
- ✓Comprehensive wealth & legacy planning included
- ✓Single advisor exclusively for your situation
- ✓Proactive coordination with all advisors
Real clients. Real outcomes.
How Private Wealth clients are managing ultra-high net worth
The Maina Family
Multi-generational wealth management
Challenge
Built significant wealth across real estate, business, and investments. Wanted to preserve wealth for children and grandchildren. Needed tax-efficient structure across KES and USD.
Solution
Private Wealth advisor designed comprehensive plan: segregated trusts for each child, diversified portfolio across asset classes, USD hedge against currency risk, annual rebalancing discipline.
Outcome
Wealth protected from market volatility, clearly planned for successors. Parents have peace of mind. Each child prepared with financial education and clear inheritance timeline.
Jane Kipchoge
Tech Founder (Unicorn exit)
Challenge
Exited tech startup for USD 80M. Suddenly managing significantly more wealth. Wanted advisor who understood startup mentality and growth mindset, not conservative banking approach.
Solution
Dedicated advisor built aggressive-but-prudent portfolio: 50% diversified equities (tech-heavy), 30% money market + bonds, 20% alternative investments. USD denominated. Quarterly strategic reviews.
Outcome
Portfolio generates USD 3.5M annually in passive income. Entrepreneur still thinks and acts like founder, but wealth is professionally managed. Already planning next venture from position of strength.
Corporate Chairman
Business succession planning
Challenge
Business worth KES 2B. Planning to step back. Personal wealth concentrated in business. Needed to build personal wealth cushion, diversify, and plan smooth transition.
Solution
Private Wealth advisor coordinated with business advisors: dividend strategy from business, personal portfolio diversification, key person insurance, succession timeline for business.
Outcome
Personal wealth now independent of business. Can step back confidently. Business transition underway without threatening family financial security.
What's included
Complete feature checklist for Private Wealth
White-glove service with comprehensive coverage of all your wealth.
Exclusive personal advisor, dedicated to your wealth
Fully managed portfolio with active oversight
Comprehensive wealth planning and strategy
Legacy and succession planning included
Global asset access, international strategies
Coordination with your accountant, lawyer, other advisors
On-demand access, not just quarterly meetings
Active rebalancing and market-responsive adjustments
Institutional-grade reporting and transparency
Comprehensive risk management and protection strategies
The Private Wealth experience
What the fully managed relationship looks like
From initial planning through ongoing management.
Discovery
Deep dive into your complete financial picture: income, assets, liabilities, goals, family, timeline, values.
Strategy Design
Build comprehensive wealth plan: portfolio allocation, tax strategy, legacy plan, risk management.
Implementation
Execute strategy across all accounts, coordinate with outside advisors, set up reporting.
Ongoing Management
Active management, monthly reviews, proactive adjustments, on-demand availability.
Next steps
Book your consultation
Private Wealth is for serious capital and a comprehensive relationship. The initial consultation is free, confidential, and completely obligation-free.
Secure Your Initial Consultation
Meet with a senior Ndovu advisor. Discuss your situation, goals, and how Private Wealth might fit. No pressure, no pitch — just honest conversation.
Book consultationOr email hello@ndovu.co with a brief description of your situation. We'll contact you within 24 hours.
For larger organizations
Beyond personal wealth
If you represent a corporation, endowment, fund, or charitable organization (rather than personal/family wealth), explore our Institutional tier with customized solutions for your governance structure.
The best time to start building your future was yesterday. The second best time is now.
Build long-term wealth with Ndovu.
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