Two formal review sessions
Structured, agenda-driven meetings — in person in Nakuru or by secure video — covering your risk map, structure review, and any changes in your personal or business circumstances.
Ongoing Advisory
Preservation without a review cycle isn't preservation.
Markets change, tax rules shift, families grow. Alphasecho's retainer advisory keeps your capital protection strategy current — not the version you agreed two years ago.
A one-off plan is a starting point, not a finish line.
The most common failure we see in capital protection is a well-constructed plan that was never updated. A holding structure built in 2019 may not account for changes to Kenya's Finance Act. An insurance wrapper designated to a first spouse is a liability if circumstances have changed. A risk map that showed manageable concentration three years ago may now show dangerous overexposure after a property acquisition. Our ongoing advisory retainer addresses this directly: you engage Alphasecho on an annual basis, with two formal review sessions included, unlimited written queries between sessions, and a commitment that any material regulatory or tax development relevant to your structure will reach you within ten business days of us becoming aware of it.
What the retainer advisory includes.
Specific deliverables — not vague availability.
Regulatory watch notifications
Written briefings whenever a Kenyan Finance Act amendment, Capital Markets Authority guidance, or Insurance Regulatory Authority circular materially affects your arrangements.
Updated Preservation Action Plan
A revised written plan after each review session, suitable for sharing with your lawyer and accountant, reflecting the current state of your protection framework.
Unlimited written queries
Email or secure message access to your assigned adviser throughout the year — for questions that arise between reviews, not just at scheduled points.
“The 2023 Finance Act changes had implications for how one of my holding structures was classified. Alphasecho flagged this within a week of the Act passing, we had an emergency review call within two weeks, and the necessary adjustments were made before the effective date. That responsiveness is exactly why I pay a retainer.”
Fatuma Hassan, Mombasa — Investment Holding Director
Questions about ongoing advisory.
How much does the retainer cost?
Retainer fees are set based on the complexity of your arrangements and the asset scope we are monitoring. We quote a fixed annual fee at the outset — no hourly surprises. Speak to an adviser for a scope-based quote.
Can I engage for a single project rather than a retainer?
Yes. Each of our service areas — risk management, insurance wrappers, and capital structures — is also available as a standalone engagement. The retainer advisory is the ongoing layer that keeps everything current between those projects.
What if my situation changes significantly mid-year?
Material events — business sale, inheritance, divorce, acquisition — trigger an out-of-cycle review at no additional charge under the retainer. We'd rather catch a structural problem early than leave it to the next scheduled session.
Do you work with my existing lawyer and accountant?
Actively, yes. We provide them with the Preservation Action Plan and written briefings and are available for joint calls where legal or tax decisions need to be coordinated. We are the structuring and advisory layer; your legal and tax professionals remain responsible for their domains.
When did you last review your preservation strategy?
If the answer is more than twelve months ago — or you're not sure — it's time for a conversation.
Start an advisory conversation