Trust Funds

A trust fund is a legal structure which holds assets on behalf of a person, a family or an organization. It is a powerful tool for asset protection, wealth preservation, succession planning and tax optimization.

The founder (person / family / organization) transfers assets (cash, property, businesses etc) into a Trust Fund, which is managed by a trustee. The trustee manages those assets for the exclusive benefit of defined beneficiaries, in strict accordance with the rules and terms laid down by the founder- whether for education, medical care, business continuity, or structured succession.

At KCB Corporate Trustee, we provide independent trustee services, trust administration, asset protection, succession planning, fiduciary oversight, investment management and beneficiary support solutions that preserve wealth, protect vulnerable beneficiaries and ensure assets are managed and distributed exactly as intended.

Protecting Cash Wealth and Securing Family Needs.

KCB Corporate Trustee provides professional trustee and cash management services that help individuals protect, grow and distribute financial assets according to their wishes. Our services include:

• Trust establishment and beneficiary planning
• Cash trust administration
• Management of insurance, pension and death benefit proceeds
• Education, healthcare and upkeep trust administration
• Investment of cash balances in approved instruments
• Beneficiary payment management
• Protection of funds for minors and vulnerable dependants
• Spendthrift and controlled distribution services
• Regular trust accounting and reporting

Preserving Wealth Across Generations.

We help families structure, protect and transfer wealth through professionally managed family trusts designed to ensure continuity, governance and legacy preservation. Our services include:

• Family trust structuring and establishment
• Succession and estate planning
• Family governance and wealth continuity planning
• Real estate trust administration
• Family business succession planning
• Investment portfolio administration
• Trustee services for family-owned assets
• Beneficiary administration and controlled distributions
• Multi-generational wealth transfer planning
• Asset protection and trust compliance oversight

Our Value Proposition

1. Independent Fiduciary Representation
We act solely in the interests of unit holders, providing an independent layer of protection between investors and other market participants.

2. Over 30 Years of Trustee Experience
Our extensive experience in Kenya's capital markets enables us to provide informed, practical, and reliable trustee oversight.

3. Deep Regulatory Expertise
We possess a strong understanding of CMA requirements and evolving market regulations, helping clients navigate a dynamic regulatory environment.

4. Robust Governance Framework
Our governance processes support transparency, accountability, prudent risk management, and regulatory compliance.

5. Enhanced Investor Confidence
Our independent oversight provides assurance to investors that their interests are actively protected and their investments properly administered.

6. Strong Market Credibility*
An experienced trustee enhances the reputation, governance profile, and institutional credibility of the Collective Investment Scheme.

7. Proactive Risk Oversight
We identify and address potential governance, operational, and compliance risks before they impact investors or the scheme.

8. Trusted Long-Term Partner
We work closely with fund managers, promoters, custodians, and regulators to support sustainable growth and long-term success.