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FREE STRATEGIC GUIDE FOR HIGH-NET-WORTH INDIVIDUALS
The HNI Wealth Preservation Framework
7 vetted strategies to protect your capital, minimize risk, and grow wealth in uncertain markets. Download the complete framework—no cost, no commitment.
5+ Years
Years building & advising businesses
What You'll Discover in This Framework
Strategy 1
The Diversification Matrix
How to structure your portfolio across asset classes to weather market shocks.
Strategy 2
The Diversification Matrix
Where to put money when naira is losing value (and dollar investments aren't enough).
Strategy 3
The Real Estate Wealth Anchor
Why physical assets still matter—and which ones actually preserve wealth.
Strategy 4
Private Placement Due Diligence
The 10-question framework to separate credible opportunities from sophisticated scams.
Strategy 5
Legacy Structuring 101
How to think about succession, family office setup, and wealth transfer.
Strategy 6
Tax-Efficient Wealth Movement
Legal strategies for moving capital without unnecessary leakage.
+ Bonus: Investment opportunity scorecard template
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Is This Framework Right for You?
This framework is designed for high-net-worth individuals who:
About the Author
Created by Olisa Umerah
Entrepreneur, real estate developer, and wealth strategist.
Trusted advisor to C-suite executives and high-net-worth individuals.
Founder of The Wealth Circle and Symbolic Development Limited.
Author of "So You Want to Start a Business."