Private Wealth Advisory Briefing in Lagos

Name: Private Wealth Advisory Briefing in Lagos
Start: 2026-10-15 00:00
End: 2026-10-15 00:00
Location: Lagos, Nigeria

Lagos, NigeriaOctober 15th, 2026

Event

Location

Lagos, Nigeria

On October 15th, 2026, Immigrant Invest hosted a private wealth advisory briefing titled ‘Investment Without Borders: Global Wealth, Mobility & Jurisdictional Access’ in Lagos, Nigeria.

The event brought together wealth management professionals, trustees, and financial advisers to discuss international investment opportunities, residence and citizenship planning, cross-border taxation and wealth succession.

The private wealth advisory briefing took place at The George Hotel in Ikoyi, Lagos. Professionals working with high-net-worth and ultra-high-net-worth clients gained an opportunity to explore international wealth planning and global mobility.

Immigrant Invest shared its expertise in residence and citizenship by investment, while a guest speaker from Andersen in Nigeria contributed insights into taxation and succession planning. The programme combined expert presentations with professional networking.

The event brought together senior representatives from such companies as Black Cod Asset Management, Fiduciary Services Limited, United Capital Plc, Acuity Partners, ARM Trustees, Grayson Trust, Coinage Capital Managers Limited, Quantum Zenith Trustees, Koins Capital and United Capital Trustees.

Immigrant Invest representative at the event

Rachael Kerry

Business Development Manager

Highlights of Private Wealth Advisory Briefing in Lagos

The briefing focused on how international mobility, taxation, and wealth succession can be addressed as part of a coordinated financial strategy. It provided a forum for professionals advising affluent individuals and families to exchange perspectives on managing assets and planning across jurisdictions.

The programme featured presentations by Immigrant Invest and a guest specialist from Andersen in Nigeria, followed by opportunities for networking and professional discussions.

The sessions addressed several interconnected areas of international wealth planning, including:

Global mobility and investment migration. Residence and citizenship by investment opportunities and their potential role in expanding international access for investors and their families.
Cross-border tax planning. The relationship between tax residence, international income, and financial obligations across different jurisdictions.
Wealth structuring and succession. Considerations for preserving assets, transferring wealth between generations, and planning for family interests across borders.
International investment opportunities. The importance of assessing jurisdictional options alongside long-term financial and personal objectives.

Tax planning was particularly relevant in the context of Nigeria's changing regulatory environment. With the Nigeria Tax Act taking effect on January 1st, 2026, the distinction between immigration status and tax residence has become an important consideration for internationally mobile clients.

For Immigrant Invest, the event provided an opportunity to strengthen relationships with advisers whose clients may require international residence or citizenship solutions as part of their wider financial planning.

Expert insights from Immigrant Invest and Andersen

Rachael Kerry, Business Development Manager in Africa at Immigrant Invest, presented the role of international residence and citizenship planning in broader wealth management strategies.

Her session addressed opportunities for investors seeking greater international mobility, access to additional jurisdictions and flexibility in their long-term personal and family plans.

A guest speaker from Andersen in Nigeria Samuel Adefare contributed specialist perspectives on cross-border taxation and succession planning. The discussion connected international mobility decisions with the tax and wealth structuring considerations facing Nigerian investors and their advisers.

Together, the sessions highlighted the importance of coordinating immigration, legal, tax and wealth management advice rather than approaching each area separately.