Nov 16th -17th, 2017
 

Family

Wealth Symposium 2017
Join us for 2 days full of inspiration and knowledge on how you can better manage and grow your family wealth.

The Family Wealth Symposium: Prosperity for Generations

The family wealth symposium is a forum where all the tools required to successfully manage family wealth are made available through interactive discussions. Together we will explore the role that wealth plays in the dynamic of families. These dynamics are often the make or break ingredient that would hold any expertly crafted plan together or tear it apart. The symposium will combine soft skills with technical expertise to create wholistic solutions to the challenges surrounding family wealth.
OUR SPEAKERS
 
 
Meet our world class speakers who have over 100 years of combined experience in wealth management, leadership, entrepreneurship and innovation.
 
 
Wanjiru Nduati

Wanjiru Nduati

Profile:
A Certified Trust and Estate Planner with the Society of Trust and Estate Planners Worldwide, Certified Public Secretary, and an Advocate of the High Court of Kenya of 17 years standing. She works with families to help them secure their legacies.

Synopsis:
Breaking down the relationship between property rights, property ownership and succession onto easy to understand concepts based on practical examples.
Understanding the various options of property ownership and succession mechanisms
Renee Ngamau

Renee Ngamau

Profile:
A life and business strategist, qualified lawyer and holder of a Masters degree in Financial and Banking law from the University of London. She is also a member of the International Coach Federation and a founder member of its local chapter

Synopsis:
Navigating family dynamics.
Ensuring the structure ensures all family members are taken care of.
Separating the structure itself from family relations.
Structures and tools to navigate around the transitioning drama.
Mucai Kunyiha

Mucai Kunyiha

Keynote Speaker

Profile:
Mucai Kunyiha is the Chief Executive Officer and Owner of Coopers Kenya (a second generation family owned business). He is a member of KEPSA and serves at the Local Advisory Committee at TBL Mirror Fund BV.

Synopsis:
Mr. Kunyiha took the helm of the family business upon the sudden demise of his father. He successfully oversaw the transition and now works with other families to share the secret of his unique insight into the experience.
Waceke Nduati

Waceke Nduati

Profile:
Founder and director of Centonomy Ltd. She has over 10 years’ experience in the investment industry both locally and internationally and has covered diverse areas such as IPO Transaction Advisory, Unit Trust Fund Management, retirement Fund management and Investment Research Analysis.

Synopsis
Financial literacy in families; How to avoid the squandering of family wealth.
Incorporating good money habits to avoid the trap of ‘spoiling’ the kids as beneficiaries of the assets.
Peter Njoka

Peter Njoka

Profile:
A private equity specialist with over 19 years corporate finance experience. He has been actively involved in the SME sector and is a strong advocate for conversion of strategy into action, by leveraging data and management information systems.

Synopsis:
“Building Family Wealth using 21st Century Business Techniques”
Breaking down modern and practical techniques that can be applied to enhance family assets. These planning and execution techniques are used by 21st Century companies, ranging from start-up businesses to Taobao, an e-commerce marketplace company and the biggest part of the business of Alibaba Group.
Violet Kibera Kimotho

Violet Kibera Kimotho

A seasoned governance practitioner and advisor with over two decades of experience in legal, compliance and governance practice. Violet works with boards and business owners to help them understand and establish governance structures that are instrumental to long term institutional growth.

Expertise
Development and delivery of corporate policies, programmes and processes to enhance Board/Director performance and effectiveness.

Best practice
Violet will delve into corporate governance structures that will help you run your business more effectively.

Compliance
Violet will outline and guide you through critical aspects of the Companies Act 2015, how they impact your business and how to best apply them to your business.
Charles Omanga

Charles Omanga

Charles is a career investment banker and transaction advisor with proven experience and capability in driving business profitability.
His sector experience spans through Power, Oil and Gas, FMCG, Education, Real Estate, banking and logistics, with a large part of his advisory work being with private family businesses

Charles will be defining business strategy and effective business planning to attract capital. How to transition from a family business to regional champions.
Also, he will talk about leadership, management and their importance in driving growth;
Paul Mutegi

Paul Mutegi

Profile:
Greyhound Advisory LLP is a specialist tax, accounting, and audit firm offering bespoke compliance and advisory services specifically targeting small and medium enterprises to navigate the ever changing corporate, tax and regulatory landscape.

Synopsis:
The importance of tax compliance and the necessity of accurate tax liability computation.
The crucial role of ensuring audits and book-keeping.

EVENT SCHEDULE

  • Windsor Golf Club and Country Club
    Nairobi, Kenya

  • Nov 16th -17th, 2017
    8:30am to 5:00pm

  • Paybill Number:149295
    Account: Havelock Nduati and company

  • 8:00 - 9:00 AM

    Arrival of delegates/Registration

  • 9:00AM-10:30AM

    Opening Symposium

    Introduction to Family Wealth Management Wanjiru Nduati, Certified Trusts and Estate Planner
  • 9:30 AM

    The Who's and the Hows

    Orientation exercise by Renee Ngamau
  • 10:30AM-11:00 AM

    Coffee Break

  • 11:00AM-12:00 PM

    Keynote Presentation 

    Mucai Kunyiha (CEO, Coopers Kenya Limited)
  • 12:00PM-1:00PM

    Navigating family dynamics

    Renee Ngamau, Life and Business Strategist
  • 1:00 PM

    Lunch

  • 2:00PM-3:00 PM

    Financial literacy in families

    Waceke Nduati, Founder and director, Centonomy
  • 3:00 PM-4:00 PM

    Estate Planning and creation of legacies

    Wanjiru Nduati, Certified Trusts and Estate Planner
  • 4:00 PM

    Coffee Break

  • 8:30 AM

    Arrival of delegates/Registration

  • 9:00AM-9:30AM

    Opening of Symposium

    Recap of day one
  • 9:30 AM

    Building Family Wealth using 21st Century Business techniques

    Peter Njoka, Private Equity Specialist, Rhone Partners LLP
  • 10:30AM-11:00 AM

    Coffee Break

  • 11:00AM-12:00 PM

    Practical measures to structure your business more effectively. Governance strategies for growth.

    Violet Kibera, Managing Partner, Azali Certified Public Secretaries LLP
  • 12:00 PM-1:00 PM

    Defining business Strategy and effective business planning to attract capital

    Charles Omanga, Co-founder, Horizon Africa Capital
  • 1:00 PM

    Lunch

  • 2:00PM-2:30 PM

    Tax Planning and accurate tax liability computation. Is it worth it?

    Paul Mutegi, Greyhound Advisory LLP
  • 2:30PM-3:00 PM

    When it's time to give it away: Dynamics around Philanthropy

    Janet Mawiyoo, KCDF
  • 3:00-4:00 PM

    Winding-up of the Symposium/ Insights going forward

  • 4:00 PM

    Coffee

CONFERENCE FEES

  • 10000/-
    Per Attendee

  • 15000/-
    For Couples

  • 22500/-
    For up to 3 family members attending together.

VENUE & REGISTRATION

Windsor Golf Club and Country Club, Nairobi

You can register via MPesa

Account name: HAVELOCK NDUATI AND COMPANY

  • Pay bill number: 149295
  • Click on your M-PESA menu from your SIM tool kit.
  • Scroll down to the Lipa na M-PESA tab;
  • Select the Paybill option;
  • Under the Business no. prompt, Insert 149295
  • Under the Account no. prompt, insert your Surname
  • Enter amount;
  • Click send.
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GET IN TOUCH WITH US

Kindly fill in the form below to register or make inquiries

RSVP

Please RSVP below and our team will send you details on the Speakers, facilitators, the topics and the forum

Wendy Kinyanjui 

wendy.wangari@hnc.co.ke

0701 04 66 25

James Mwangi Githui

james.githui@hnc.co.ke.

0723 57 94 76