NextGen and their Role in the Family Business - Nairobi | Finance Events in Jersey, CI

Overview
Event Partners
Speakers
Agenda

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Jersey Finance is delighted to be partnering with ALN Kenya | Anjarwalla & Khanna (ALN Kenya) in co-hosting a breakfast event in Nairobi on 12 June 2025.

The event will be led by Faizal Bhana, Director – Middle East, Africa and India, Jersey Finance, and Atiq Anjarwalla and Mona Doshi, Senior Partner and Partner (respectively), from ALN Kenya | Anjarwalla & Khanna (ALN Kenya).

It will focus on the integration and involvement of the NextGen within family businesses. The discussions will consider legal, financial and practical strategies, and effective legal and governance structures for succession planning at both family and business levels. This will all be from a Kenyan, East African and international perspective.

This exclusive breakfast event will feature a first-class line-up of family office experts from Kenya, East Africa, Jersey and further afield.

Our invitation-only event is designed for the professional advisory community in Nairobi, East Africa and internationally, as well as for key stakeholders with expertise in international finance.

If you have any queries, please contact a member of the  events team.

Event Partners

ALN Kenya | Anjarwalla & Khanna (ALN Kenya)

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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.

Speakers

Faizal BhanaDirector – Middle East, Africa and India, Jersey Finance

Profile

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.

Atiq AnjarwallaSenior Partner, ALN UAE

Atiq Anjarwalla is a Senior Partner with Anjarwalla Collins & Haidermota. He is a licensed Legal Consultant, a Solicitor of the Senior Courts of England and Wales and additionally an Advocate of the High Court of Kenya. Atiq has over four decades of practice experience and focuses principally on mergers and acquisitions, general corporate advisory, family succession and estate planning for High-Net-Worth clients and hospitality projects. He also handles tax planning and offshore structures for High-Net-Worth clients. Atiq has assisted many international investors in setting up in Africa. Atiq is a recognised speaker and has conducted several conferences and seminars hosted by the IFC, Financial Times, Academy & Finance and the STEP. Atiq has been interviewed by Emirates News – Dubai One and The National newspaper. Atiq has been consistently rated as a leading lawyer in UAE and Kenya by various international legal guides, including Chambers Global, Legal 500, IFLR1000, PLC Which Law

Mona DoshiPartner, 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.

Harald PöltnerPartner, McKinsey & Company

Harald is a Partner with McKinsey & Company who has been based in Nairobi for the last ten years. He leads the Firm’s economic development efforts in Africa and assists investors, project developers, and donors in attracting and executing sustainable investments into the continent. As part of his work on investment transactions, Harald often supports Family-Owned Businesses, helping them navigate challenges such as the necessity for diversification and access to new technologies, the importance of strengthening governance, or talent retention, especially in the context of generational changes. Harald has over 20 years of professional experience, of which more than 15 years with McKinsey. He studied at the Vienna University of Economics and Business, where he received a Master’s in Business Administration.

Kenneth NjugunaPartner, 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.

Ranee NanjiDirector, SVG Group

Ranee Nanji is a Group Board Director at the SVG Group, a diversified family business with interests across real estate, floriculture, agriculture, agri-processing and manufacturing. In her role, she focuses on governance, strategy, and succession planning, working closely with the Owner Council and Group Board to professionalise the group’s operations and structure the business for the next generation. She also serves as Executive Director at Tilisi Developments PLC, where she co-led the transformation of a 400-acre land parcel into a thriving mixed-use development outside Nairobi. Ranee holds a BSc in Mathematics and Business Studies from Warwick University and is a Chartered Accountant. Before returning to Kenya in 2013 to join the family business, she worked for several years in a FTSE-100 company in London.

Claire Machin Group Director, Suntera

Claire started out in the trust and corporate services industry over 30 years ago prior to joining Suntera in 2010. Claire is an Associate Member of the Institute of Chartered Secretaries and Administrators and was appointed to the board of Suntera Jersey in January 2017 and in September 2019, Claire was appointed as a Group Director of Suntera Global. She also won the Citywealth Trustee of the Year award for the Channel Islands and Isle of Man in 2019 and silver in the 2022 Citywealth Powerwomen Awards in the 'Woman of the Year – Leadership – Financial Organisation (CEO/Board Member)' category and she won the Citywealth Editor’s Choice Award in 2024. Claire has been instrumental in managing multi-jurisdictional trust and corporate structuring for the business and has a passion for working with families to achieve succession planning objectives and family governance along with next generational engagement.

Winnie Koech Private Wealth Professional, Stanbic Bank Kenya

Winnie Koech is a private wealth professional, currently in charge of the Wealth and Investment Division at Stanbic Bank Kenya, a member of the Standard Bank Group. She is responsible for leading client’s investment and relationship strategy, driving superior client experience as well as banking. Over the years, Winnie has acquired sound experience in managing wealthy families and individuals. Her expertise is in Relationship management, financial planning, wealth creation and preservation. Winnie is also responsible for connecting local clients to Standard Bank’s International Offshore expertise. She is passionate about generational wealth and contributed to a thought leadership article in the Business Daily on the 15th of November 2021 themed – How Covid-19 has changed estate, succession planning. Winnie is a graduate of Economics from the University of Nairobi and is a holder of Chartered Institute of Investment and Securities (CISI) with over 15 years’ experience in Banking.

Sarafina NjathaMuthokinju Paints

Sarafina Njatha is a second-generation member of her family’s retail business. Growing up and seeing the company evolve and now immersed in its day-to-day operations, she brings firsthand insight into the challenges and rewards that come with continuing a family legacy. Over the years, Sarafina has gained valuable insights into managing and growing a family enterprise and is passionate about sharing her experiences and reflections with others navigating similar journeys.

Agenda

8:30 - 8:35

Opening and welcome Atiq Anjarwalla, Partner, ALN Kenya | Anjarwalla & Khanna

8:35 - 8:40

Opening and welcome Faizal Bhana, Director – Middle East, Africa and India, Jersey Finance

8:40 - 8:50

Keynote by Harald Pöltner, Partner, McKinsey & Company

8:50 - 9:00

Fireside chat With Ranee Nanji, Director, SVG Group moderated by Kenneth Njuguna, Partner, ALN Kenya | Anjarwalla & Khanna

9:00 - 9:50

Panel sessionModerated by Mona Doshi, Partner, ALN Kenya | Anjarwalla & Khanna

Atiq Anjarwalla, Partner, ALN Kenya | Anjarwalla & Khanna