Skin in the Game
At Umbra, we invest on the same terms as our clients and pay the same fees. We only present opportunities we are personally invested in, ensuring complete alignment of interests.
Where appropriate, we roll fees into equity to further reinforce long-term alignment. This shared commitment fosters trust and ensures we are equally exposed to both risk and return across all areas of the firm, creating a truly collaborative investment experience.
Better Data, Better Decisions
At Umbra, we leverage AI technology and automation to streamline workflows, improve reporting, and surface the data that drives better decisions.
Through our family office services, entrepreneurs gain clear visibility across their businesses and investments—enabling more informed choices and control over operations, capital, and long-term financial strategy.
Added Value Network
At Umbra, our clients benefit from a trusted network of entrepreneurs who are also family office clients — sharing private deal flow, co-investing, and contributing strategic insight.
Many of the opportunities we pursue originate within this ecosystem. We actively connect clients with one another, leveraging their expertise, investment ideas, and networks to create value beyond capital and advice.
