About us

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At Umbra Advisory, we provide tailored legacy and private wealth solutions to individuals and high-net-worth families in Nigeria and beyond. Our mission is to protect what matters most— your wealth, your values, and your family’s future — through thoughtful structuring, strategic guidance, and utmost discretion. We work with you to preserve your life’s work and build a meaningful  and enduring legacy.

Aboutus

Legacy is More Than Wealth — It’s Vision, Values, and Continuity
1
Who We Are
Umbra Advisory is a premier private client firm specialising in holistic legacy planning and governance advisory. Our team of specialists brings decades of experience in Nigeria and global markets, combining legal precision, cultural insight, and strategic expertise to guide clients through the complexities of preserving wealth, values, and family continuity across generations. We respect Nigeria’s diverse cultural and customary practices, ensuring your legacy reflects your unique identity.
2
What We Do
We offer comprehensive services tailored to the unique needs of our clients: Legacy Structuring: Drafting of wills, creation of trusts, and succession planning based on Nigerian and international legal frameworks. Private Client Services: Providing strategic advisory for asset protection, governance, tax coordination, and lifestyle management. Family Office: Designing frameworks to align values, streamline decision-making, and prepare the next generation. Philanthropy Advisory: Structuring charitable vehicles and strategies for impactful, value-driven giving.
3
Why Choose Umbra?
• Discreet and Personalised Service: Every family is unique. We listen, adapt, and act with discretion. • Global Standards: We blend Nigeria’s legal and cultural context with international best practices. • Legacy-Focused Thinking: We plan for continuity, purpose, and impact — not just asset preservation. • Trusted Partnerships: We collaborate seamlessly with financial advisors, tax consultants, and trusted advisors. • Values-Based Planning: We help articulate and preserve the principles that define your family’s identity.

OurImpact

Our work has empowered families and businesses to secure their legacies with confidence. Here are a few examples:
1
Family Business Transition
Assisted a Nigerian family business in Lagos to transition leadership to the next generation, preserving cultural values through a tailored governance charter.
2
Philanthropic Legacy
Structured a charitable foundation for a high-net-worth family, enabling sustainable education initiatives across Northern Nigeria.
3
Global Mobility
Supported a family’s relocation to the UK, coordinating visa processes and property management seamlessly with international partners.

OurProcess

1
Discovery
We listen to understand your family’s goals, values, and financial landscape.
2
Strategy
We design a bespoke plan integrating wealth, estate, and lifestyle solutions.
3
Implementation
We execute with precision, collaborating with trusted Nigerian and global professionals.
4
Ongoing Support
We provide continuous monitoring and adjustments to ensure your plan remains on track.

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