Corporate Trusteeship

What’s your plan for the future? Whether for your family, retirement scheme, or a charitable cause, your plan deserves expert care.

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What’s a Trustee?

A trustee is someone you trust to manage money or property on behalf of others. They carry out your wishes and protect what you have worked hard for. You can choose an individual or a trusted company like us who provide services to:

●      A private trust (for individuals or families)
●      A retirement scheme (for your employers or self contributing groups)

With over 30 years’ experience, we’re the go-to name in Corporate Trusteeship in Kenya and we do it all with care, professionalism, and integrity.

1. Trusted Reputation

Go with a trustee known for doing things right, having a solid history, stable backing, and a name people trust.

2. Real Experience

Choose one who’s seen it all and solved it all, the kind who can spot issues early and guide you with smart, timely solutions.

3. Strong Connections

A well-connected trustee brings extra value. With industry networks, they can unlock resources to support your trust better.

4. Quick & Clear Communication

You want someone who listens, adapts, and responds because your plan deserves attention and care.

5. Practical Know-How

A good trustee balances the legal stuff with your financial goals, keeping everything running smoothly, by the book, and on track. With us as your corporate trustee, you get:

Expert guidance

We’ve helped thousands of individuals, families, and organizations manage their trusts.

Total peace of mind

We ensure your wishes are followed and your assets are protected.

Legal & financial know-how

We stay on top of regulations so you do not have to.

A partner for the long haul

Our corporate structure means we’re here to support you today and tomorrow.

Time & cost savings

We handle complex admin, freeing up your time and resources.

Personalised support

We work with you (and co-trustees if you have them) to tailor solutions to your needs.

What Is ICEA LION's Duty As Corporate Trustee To A Retirement Benefits Scheme?
Running a retirement scheme doesn’t have to be a full-time job for you or your team. That’s where we come in. At ICEA LION, our role as your Corporate Trustee is simple we take the weight off your shoulders and make sure your scheme is fully compliant, professionally managed, and always aligned with the best interests of your members.

We handle everything from day-to-day administration to legal compliance, regular reporting, and ensuring your members’ benefits are paid on time. You focus on your business—we’ll handle the rest.
Here’s what we do for you:
●      Make sure your scheme follows all retirement and tax laws
●      Keep accurate records and file timely reports
●      Communicate regularly with your members and sponsors
●      Ensure benefits are paid correctly and on time (within 30 days and  transferring to another scheme within 60 days)
        
●      Make sure your scheme follows all retirement and tax laws
●      Keep accurate records and file timely reports
●      Communicate regularly with your members and sponsors
●      Ensure benefits are paid correctly and on time (within 30 days and  transferring to another scheme within 60 days)
●      Manage scheme assets with care and transparency
●      Handle all service providers and trustee meetings
●      Keep you updated with quarterly reports and insights

What We Do For You As Corporate Trustee To A Private Trust?

We act as a neutral, experienced third party to:

  • Follow your wishes and manage assets professionally

  • Keep records and file taxes

  • Distribute benefits on time

  • Communicate clearly with beneficiaries and regulators

  • Stay compliant with all laws and updates

  • Offer expert advice and regular reporting

Proactive Strategies to Mitigate Risk