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Jersey Finance is partnering with ALN Kenya | Anjarwalla & Khanna (ALN Kenya) to host a private wealth-themed roundtable focussing on next generation preparedness and their involvement and aspirations in family enterprises.

Growth prospects in East Africa are ambitious for the next two years, with 75% of family businesses in the region expecting to see growth, compared to 77% globally (PwC East Africa Family Business Survey 2023).

Led by Jersey Finance’s Faizal Bhana, Director – Middle East, Africa and India, and Mona Doshi, Partner at ALN Kenya, guests will hear from a range of speakers with expertise in supporting East African family enterprises and private clients, followed by a roundtable discussion.

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Speakers

Faizal Bhana › Director – Middle East, Africa and India, Jersey Finance
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Faizal is a UK qualified lawyer and for many years has worked and advised, and is a trusted advisor to institutions, corporates and families across the Middle East, Africa and India. Faizal specialises in banking and finance and has advised corporates, family offices and families including on their international investment and holding structures.

Faizal is responsible for developing the strategy for Jersey Finance’s engagement in Africa, the Middle East and India. He is focussed on his key markets, regularly travelling to all these countries, liaising and working with key stakeholders, including public and private institutions, corporates and families, building long-term mutually beneficial relationships.

Mona Doshi

Mona Doshi Partner, ALN Kenya

Mona Doshi is a Partner at ALN Kenya | Anjarwalla & Khanna and co-heads the firm’s Private Client department. She looks after the affairs of high-net-worth clients. Her practice includes advising on succession planning, drafting wills, handling probate matters, advising on onshore and offshore trusts, drafting shareholders’ agreements for family businesses, advising on prenuptial agreements, drafting settlement agreements, and advising on real estate.
Mona handles both local and multi-jurisdictional matters for private clients. She also acts for several charitable institutions and has assisted in setting up charitable trusts and foundations.
She is ranked by Chambers Global HNW guides that ranks lawyers with experience in handling private wealth matters. She is an Advocate of the High Court of Kenya. She holds an LLB from University of Reading and has completed the LPC at College of Law, Guildford, England.

Kenneth Njuguna

Kenneth Njuguna Partner, ALN Kenya

Kenneth is a Partner at ALN Kenya | Anjarwalla & Khanna (ALN Kenya) and a member of the tax department. He has specialist skills in Kenyan and cross border taxation.
Kenneth routinely advises clients on all tax aspects of mergers and acquisitions, disposals, joint ventures and corporate restructurings and on business and transaction structuring generally. He also assists clients in complex tax audits and disputes with the Kenya Revenue Authority. Prior to joining A&K, he worked in the tax practice at PwC in Kenya and the United Kingdom.
He works with a wide variety of multinational clients including power and utility firms, private equity funds, banking and insurance companies, real estate developers and public benefit organizations.
Kenneth is an Advocate of the High Court of Kenya, a Certified Public Accountant and a Certified Public Secretary.

Steven Rowland

Steven Rowland Head of Business Development, Vistra

Steven is Head of New Business for private clients in Vistra Jersey and MENA region. He is responsible for all aspects of new business and takes an active role in the on-boarding of new clients, often assisting them in obtaining the correct advice to ensure that the structures put in place are appropriate for their specific circumstances.
He has over 27 years’ experience in all aspects of the offshore financial services industry, dealing with international corporate, institutional investors and UHNW families.
Steven joined Abacus Financial Services Limited in 1996 following his graduation from Kingston University with an Honours Degree in Economics. He then went on to become a director of Guardian Trust Company, Garfield Bennett Trust Company and was part of the management team at the Jersey Financial Services Commission during the period when the regulation of trust company business was being implemented.

Sevyn Kalsi

Sevyn Kalsi Partner, Bedell Cristin

Sevyn, an English Solicitor and Jersey Advocate, is Partner in Bedell Cristin's International Private Client team, based in Jersey.
He is a private wealth specialist experienced in advising on private wealth, corporate, investment and philanthropic structures (via trusts, foundations, private trust companies and family offices). He has considerable expertise in advising on complex cross-jurisdictional trust and corporate restructuring matters, and is regularly instructed by individuals and their family offices to coordinate their offshore interests.
Sevyn has significant experience in family governance matters, succession planning in the context of family businesses and the structuring and establishment of both single and multi-family offices. He is also one of the leading experts on the use of Jersey foundations and the establishment of charitable and philanthropic structures in Jersey.

Event Partners

ALN Kenya | Anjarwalla & Khanna (ALN Kenya) is East Africa’s largest full-service law firm. We were founded in 1954, and as Kenya has evolved and developed, so have we. We now employ over 100 lawyers and have expanded our footprint to Dar es Salaam, Tanzania and Dubai, UAE, making us the first African firm to be licensed in UAE.

In 2004, we founded ALN, an integrated alliance of the preeminent full-service corporate law firms in 14 African countries and the UAE, to give us the agility and expertise to operate locally and across the pan-African business and economic environment.

Agenda

Agenda

Agenda

Agenda

8.00 am

Registration and Breakfast

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Opening and Welcome

  • Mona Doshi, Partner, ALN Kenya
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8.30 am
8.35 am

Opening and Welcome

  • Faizal Bhana, Director – Middle East, Africa and India, Jersey Finance
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Speaker Interventions

  • Kenneth Njuguna, Partner, ALN Kenya
  • Sevyn Kalsi, Partner, Bedell Cristin
  • Steven Rowland, Head of Business Development, Vistra
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8.40 am
9.20 am

Q&A Session

  • Moderator: Faizal Bhana, Director – Middle East, Africa and India, Jersey Finance
  • Moderator: Mona Doshi, Partner, ALN Kenya
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Closing Remarks

  • Mona Doshi, Partner, ALN Kenya
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9.54 am
9.57 am

Closing Remarks

  • Faizal Bhana, Director – Middle East, Africa and India, Jersey Finance
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Event Ends

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10.00 am
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