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NCBA Hosts Estate Succession Forum in Nanyuki
Empowering Families to Build Lasting Legacies
NCBA today brought together high-net-worth clients, industry experts, and senior executives for an estate succession forum in Nanyuki.
The session explored practical ways for families to preserve and transfer wealth across generations while building lasting legacies.
Held in partnership with Caroline Wanjiru & Associates (Legal) and NCBA Bancassurance, the forum focused on key aspects of estate planning. These included wills, family trusts, and related tax implications.
The goal was to equip clients with the right knowledge and tools to protect their assets and manage their estates responsibly.
Tailored Advisory for Clients
The event reaffirmed NCBA’s commitment to providing customized legal and financial guidance. During the discussion, representatives from NCBA Insurance shared insights on early preparation, legal clarity, and the importance of a well-structured succession framework.
This, they noted, ensures peace of mind for families and promotes responsible wealth transfer.
Speaking at the forum, Dennis Njau, Group Director of 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 customers with the right tools and knowledge so their legacies can thrive for generations. This is part of our mission to ensure that wealth management at NCBA goes beyond numbers to serve families and futures.”
Why Nanyuki
Nanyuki was selected for its growing community of high-net-worth individuals investing in agribusiness, real estate, tourism, and hospitality.
Over time, the town has become a preferred destination for Kenya’s affluent, many of whom are focused on building and preserving intergenerational wealth.
Strengthening NCBA’s Wealth Strategy
This initiative supports NCBA’s broader goal of enhancing its Platinum Banking and Retail Wealth Management offering. The bank aims to provide more structured and value-driven advisory services.
Furthermore, it continues to evolve its proposition to meet the rising demand for integrated wealth management solutions that go beyond traditional banking.
NCBA Hosts Estate Succession Forum in Nanyuki
Global Outlook
Globally, the estate planning services market is on the rise. A report by Business Research Insights projects the sector to grow from USD 109.2 billion in 2025 to about USD 171.17 billion by 2035, reflecting an annual growth rate of 4.5 percent.
However, despite this growth, many still view estate planning as complex, with limited awareness remaining a major challenge.
Commitment to Legacy Building
Through such initiatives, NCBA https://ke.ncbagroup.com/ continues to position itself as a trusted partner in wealth management. The bank remains committed to helping clients make informed decisions today that will protect and grow the prosperity of future generations.
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