Succession planning
Structuring offshore assets so that they transfer to the next generation efficiently, without probate complications in multiple jurisdictions and without triggering unintended tax events.
Service · Strategic Advisory
Have you thought through what happens to your structure in 15 years?
Swiftdterra's advisory practice maps the long arc of your wealth plan — succession, residency, currency risk — so decisions made today don't create problems later.
Start an advisory conversation
Strategy before structure
The most common mistake in offshore planning is choosing an entity before defining an objective. A holding company is the right answer to some questions and entirely the wrong answer to others. Swiftdterra's advisory engagements begin with a structured conversation about what you are actually trying to achieve: protect family wealth across generations, prepare for a partial business exit, establish residency in a new jurisdiction, or separate personal and corporate liability. Only once those objectives are documented do we begin evaluating structures. This sequencing matters because it prevents the expensive situation where a structure is built, assets are transferred, and it becomes apparent six months later that the entity type is misaligned with the client's actual intent. Advisory is not an upsell — it is the work that makes everything else worthwhile.
Advisory engagements we lead
Each engagement is scoped individually. These are the most common starting points.
Residency & migration planning
Advising on the financial and structural implications of establishing tax residency in a new jurisdiction — including what to do with existing Kenyan structures before departure.
Business exit planning
Designing the pre-exit holding arrangement for a Kenyan operating company so that sale proceeds flow to the right entities, in the right order, under the most favourable treaty treatment available.
Currency & asset diversification
Building a multi-currency offshore portfolio strategy that addresses KES exposure, commodity concentration, and the practical constraints of Central Bank of Kenya outward-remittance rules.
What advisory does not promise
Strategic advisory at Swiftdterra is a planning service, not a guarantee of outcomes. Markets, regulatory environments, and personal circumstances all change. Our engagement produces a documented plan and a set of recommended actions; it does not guarantee that those actions will achieve a specific financial result. Where a recommendation touches on Kenyan tax law, licensed local counsel must confirm its applicability. Where it involves foreign legal systems, qualified foreign counsel applies. We are explicit about these boundaries at the outset of every engagement so that the scope of our responsibility — and yours — is never ambiguous.
Start with the objective, not the structure
Book a scoping call to articulate what you actually want your offshore plan to achieve. The structure conversation follows naturally from there.