NCBA Bank has stepped up efforts to promote intergenerational wealth preservation among its high-net-worth clients through a comprehensive Estate Succession Planning Forum held in Nanyuki.
The forum, themed “Elevating Lasting Financial Legacies,” brought together affluent clients, legal and financial experts, and NCBA executives to discuss strategies for safeguarding family wealth across generations.
Organized in partnership with Caroline Wanjiru & Associates (Legal) and NCBA Bancassurance, the session delved into critical aspects of estate planning — including the preparation of Living Wills, Family Trusts, and an understanding of tax implications — with the goal of helping clients create well-structured succession frameworks.
Speaking during the event, Dennis Njau, NCBA Group Director of Retail Banking, emphasized the bank’s commitment to holistic wealth management that transcends financial accumulation.
“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 our customers with the right tools and knowledge so that their legacies can thrive for generations. This is part of our broader mission to ensure that wealth management at NCBA goes beyond numbers to serve families and futures.”
Nanyuki was carefully selected as a strategic location for the forum due to its growing community of high-net worth individuals with significant investments in agri-business, real estate, tourism and hospitality.
The location has become a preferred retreat for Kenya’s affluent on building and preserving intergenerational wealth.
This initiative is part of NCBA’s broader strategy to strengthen its Platinum Banking and Retail Wealth Management Value Proposition by offering more structured and value-driven advisory services. The Bank continues to evolve its proposition to meet the growing demand among high-net-worth customers for integrated wealth management solutions that go beyond traditional banking.
According to a report by Business Research Insights, the global estate planning services market is projected to grow from approximately USD 109.2 billion in 2025 to about USD 171.17 billion by 2035, reflecting a compound annual growth rate of around 4.5 per cent.
Despite this steady growth, many people still find estate planning complex and challenging to navigate, with potential clients citing limited awareness and understanding as major barriers.
Through such initiatives, NCBA continues to position itself as a trusted partner and advisor, helping clients make well-informed decisions today that will safeguard their future generations.