Website requirements checklist for a wealth management firm or family office in Nairobi before asking for quotes (2026)

The verdict in three sentences

Before asking for quotes, a Nairobi wealth management firm or family office should write a 2 to 4 page specification: goals, pages, compliance sign-off, integrations listed one by one, data protection, domain ownership. Without it, quotes vary tenfold and do not describe the same website. With it, you compare three offers on a scored grid and see exactly what a fixed price of USD 2,900, 4,900 or 8,900 covers.

What should the specification contain?

Here is the list to copy, point by point.

• Goals and audiences: families and entrepreneurs in the region, diaspora members, advisers and intermediaries, job candidates. One measurable goal per audience (meeting request, information request).
• Page list and templates: home, approach, services (advisory management, estate planning, family office), team, insights, contact, regulatory pages. State how many distinct templates.
• Regulatory pages and disclosures: the entity's licensing status with the Capital Markets Authority where it applies, risk warnings, privacy policy, terms of use, complaints procedure. The substantive wording stays with your compliance function.
• Content ownership: who writes, who approves, who signs off for compliance. No performance figures, no assets under management, no client counts, no awards or testimonials unless compliance has approved them in writing.
• Languages: English, with Swahili optional.
• Integrations, one line each: link to the client portal, CRM, meeting booking, market or news feeds. Complex integrations are priced on quote.
• Accessibility: WCAG 2.2 AA target.
• Form data protection: minimal fields, consent, retention period, compliance with the Kenya Data Protection Act 2019, registration with the ODPC if your adviser considers it necessary.
• Hosting and domain in the firm's name, admin access handed over at delivery.
• SEO migration if a site exists: URL inventory, 301 redirect map.
• Acceptance criteria: mobile score, links tested, forms received, no 404 errors on old URLs.
• Timeline and budget range.

This is not legal advice.

How does a precise brief change the quotes?

Ranges are a 2026 ballpark from typical Nairobi agency quotes (Westlands, Upper Hill), converted approximately at around KES 129 to USD 1.

How do you score three quotes?

Score each criterion out of 5, multiply by the weight, then divide the total by 5 for a score out of 100.

Quote C calculation: (30 x 5 + 20 x 4 + 15 x 4 + 15 x 3 + 20 x 3) / 5 = 395 / 5 = 79.

How does the Kolonell grid map to the checklist?

Every tier includes a project manager reachable in your time zone, native English or French copywriting and 3 months of support; maintenance afterwards is on quote. As a professional services reference, Kolonell built the website of TR Signing Group, a signing services company in New Jersey. Tier details are on the international offer page.

When a Nairobi agency is the better choice: if you want in-person workshops with the management committee, local video production, or a supplier that also runs your campaigns.

Mini case study

*Illustrative example.* Wanjiru Kamau, COO of "Mlima Family Office", an imaginary firm based in Westlands, first sends a 5-line brief: three quotes of USD 2,000, 7,500 and 18,000, impossible to compare. She then writes the 12 points above.

• Kolonell Growth: USD 4,900.
• Review of regulatory pages by an external adviser, third-party cost: KES 80,000, about USD 620.
• Link to the existing client portal: on quote.
• Total excluding the portal: 4,900 + 620 = USD 5,520.

FAQ

How long is a useful specification? Two to four pages are enough for 12 points. Plan 1 to 2 days of internal work.

Should we publish performance or assets under management? Not without written approval from compliance. The specification should say so, otherwise the agency may build slots for those figures into 3 or 4 templates.

Is the client portal included in a fixed price? No, neither at Kolonell nor at most agencies. It is linked or integrated and priced on quote, separately from the USD 4,900 tier.

Do we need Swahili? It is optional. If you choose it, that is the Premium tier at USD 8,900, languages set in the quote.

How many quotes should we request? Three, scored on the same 5-criterion grid. A gap of more than 10 points out of 100 usually signals a difference in scope.

Let's scope your project. Send your 12-point specification and get a line-by-line reply, USD 2,900 to 8,900, with a 3 to 4 week timeline. See the international offer or request a free quote: detailed reply within 48 hours.