Case studies
What the work looks like
Anonymised accounts of real situations: what the problem was, what was done, and why. They carry no performance figures and no percentages, because a number without a full track record beside it is not evidence of anything.
Cross-Border Tax Structuring for a Diaspora EntrepreneurThe client, a Tanzanian-born entrepreneur operating businesses across East Africa, the UK, and the UAE, had accumulated significant personal and corporate wealth in multiple jurisdictions.…17 July 2026Preserving Purchasing Power for a Tanzanian HNWI FamilyThe family had built meaningful wealth in Tanzania, but most liquidity was sitting in cash and short term deposits. The main concern was simple: the money looked stable on paper, yet their…13 June 2026The Role of Emergence Capital in Building WealthThe client had a well-diversified portfolio designed to meet current lifestyle needs and long-term objectives. However, all capital was fully allocated, leaving little flexibility to act on…2 June 2026Succession Planning for a Business-Owning FamilyThe family had built substantial wealth through a portfolio of operating businesses in agriculture and logistics across East Africa. The founding generation was approaching retirement, but…20 April 2026Governance Setup for a Multi-Generational FamilyAs the family’s wealth and number of stakeholders grew, decision-making became increasingly informal and inconsistent. Investment decisions, distributions, and responsibilities were not…31 January 2026Portfolio Stress-Testing Through Global Market ShocksThe client held a diversified global portfolio but remained concerned about how it would behave during severe market disruptions. Headlines around financial crises, geopolitical events, and…31 January 2026