Common Questions

The conference was established to create a trusted platform where wealth owners and experts can openly discuss these challenges and identify practical solutions. This is because Africa is experiencing unprecedented wealth creation. However, many families and businesses remain vulnerable to succession disputes, governance challenges, fragmented ownership structures and poor wealth transition planning.

Africa is entering the largest intergenerational transfer of wealth in its history. Over the next two decades, trillions of dollars globally are expected to move from one generation to the next. At the same time:
- Nairobi Courts alone have over 13,000 pending succession cases.
- Hundreds of billions of shillings remain tied up in inheritance disputes.
- Family businesses continue to face leadership transition challenges.
- Wealth is increasingly being held across multiple countries and jurisdictions.

The need for structured planning has never been greater.

The conference is designed for:

- High-Net-Worth Individuals (HNWIs)
- Family business owners
- Entrepreneurs
- Investors
- Family offices
- Business leaders
- Professional advisers
- Lawyers
- Accountants
- Tax specialists
- Trustees
- Philanthropic foundations
- Development leaders
- Policymakers

No.
While the discussions focus on private wealth, many of the principles explored, including succession planning, family governance and asset protection, are relevant to entrepreneurs, professionals and business owners at different stages of wealth creation.

The theme recognises that wealth today exists in a rapidly changing environment shaped by:

- Globalisation
- Technology
- Artificial Intelligence
- Changing tax regulations
- Geopolitical uncertainty
- Climate considerations
- New investment opportunities
- Generational shifts

The conference explores how families and businesses can build legacies that remain resilient despite these changes.

Wealth refers to assets and financial resources. Legacy is broader. It includes:

- Values
- Stewardship
- Governance
- Impact
- Business continuity
- Family cohesion
- Philanthropy
- Opportunities created for future generations

The conference focuses on both.

Intergenerational wealth transfer refers to the movement of wealth, businesses, investments and assets from one generation to another. It is one of the most important wealth management issues facing Africa today.

Common reasons include:

- Lack of succession planning
- Family disputes
- Poor governance structures
- Leadership uncertainty
- Lack of communication
- Inadequate preparation of future generations

The conference examines how families can address these challenges proactively.

A will is important. However, modern wealth planning may also involve:

- Family constitutions
- Trusts
- Shareholder agreements
- Governance structures
- Tax planning
- Family office structures
- Business continuity plans

The conference explores how these tools work together.

Many African families now own assets in multiple countries. For example, one family may have:

- Property in Kenya
- Investments in the UK
- Assets in the UAE
- Business interests across Africa
and the rest of the world.

Different countries have different laws governing taxation, inheritance and ownership. Understanding these differences is increasingly important.

Capital mobility refers to the ability to move investments, funds and assets across jurisdictions efficiently and legally. As African investors become more global, understanding capital mobility becomes increasingly relevant.

A family office is a dedicated structure established to manage a family's wealth, investments, governance and long-term planning. Family offices help institutionalize wealth management and support continuity across generations.

Yes.
The conference will examine a broad range of issues shaping the future of wealth management in Africa, including:

- Family office strategy
- Intergenerational planning
- Cross-border structuring
- Global mobility
- Tax efficiency in an evolving regulatory environment
- Alternative investments
- Private capital deployment
- Wealth governance and stewardship,
- Sustainable wealth management,
- Digital assets & the future of capital in Africa.

Diversification helps reduce risk. A diversified portfolio may include different asset classes, sectors and geographies rather than relying on a single investment or business.

Yes.
Technology is transforming wealth management. The conference will explore:

- AI in wealth management
- Digital finance
- Emerging asset classes
-Technology-driven investment opportunities
- The future of capital

Family governance refers to the structures and processes that help families make decisions about leadership, ownership, succession and wealth stewardship. Good governance often contributes to stronger long-term outcomes.

As wealth grows, complexity increases. Governance helps families:

- Reduce disputes
- Improve communication
- Clarify decision-making
- Protect businesses
- Support succession planning

No.
Good governance principles can benefit businesses and families of all sizes

Tarra Agility Africa believes that Africa's wealth story should not end with wealth creation. The firm is committed to supporting conversations and solutions that strengthen:

- Family businesses
- Wealth preservation
- Governance
- Succession planning
- Cross-border wealth management
- Legacy building

The conference is part of that commitment.

Tarra Agility Africa provides legal, tax and accounting advisory support across areas including:

- Succession planning
- Family governance
- Private wealth structuring
- Tax advisory
- Estate planning
- Cross-border wealth solutions
- Family office advisory
- Wealth preservation strategies

The conference seeks to inspire action. Success will mean more African families:

- Having succession conversations earlier
- Building stronger governance structures
- Preparing future generations
- Protecting businesses and investments
- Preserving wealth responsibly
- Creating lasting legacies

"If my wealth, business or assets were to transition tomorrow, would my family, business partners and future generations be prepared?"

The answer to that question is often where the legacy journey begins.