Investment management, access to vetted private market opportunities, tax strategy and estate planning, brought together in one plan for business owners, founders and their families.
Our perspective, as featured in
Most families have an advisor, a CPA and an estate attorney who rarely speak. At Lumida, investments, private opportunities, taxes and estate are planned together, and our technology keeps the plan current as your life and the markets change.
A portfolio built around your goals, your taxes and your timeline, managed with conviction across public and private markets.
Access to investments most investors never see. Our team sources and researches each opportunity, then helps you decide whether and how much it belongs in your plan.
Private investments are generally available only to accredited investors, are illiquid and involve a high degree of risk, including loss of the entire investment.
Planning that happens before decisions are made, not after the year ends. Especially before a business sale, a liquidity event or a large gain.
Structures that protect what you've built and pass it on the way you intend, reviewed whenever your family or assets change.
Our investment team publishes its views and acts on them. These are the themes we're discussing with clients this quarter.
Why defense spending and new technology are opening a generational private market opportunity, and how investors are getting access.
Discuss with an advisor →How owners and founders plan for taxes before a sale or liquidity event, and the questions to bring to your CPA.
Discuss with an advisor →Where AI is creating value across public and private markets, and where expectations have run ahead of reality.
Read the research →Detailed briefings are shared with prospective clients after an introductory conversation with an advisor.
Ram founded Lumida to bring an endowment-style approach to wealth management, focused on long-term growth and preservation.
No pitch decks, no pressure. A conversation about where you are and what you want your wealth to do.
Speak with a senior advisor about your goals, holdings and plans for the years ahead.
We map your investments, tax position and estate together, and show you where they can work harder.
Your team keeps the plan current and brings you opportunities that fit it.
Tell us a little about yourself and choose a time that suits you. A senior advisor will prepare for the call in advance.
A member of our team will review your answers and email you within one business day.
Business owners, founders, executives and families in the United States whose wealth spans public and private investments, taxes and estate planning.
Investments outside public markets, such as defense technology companies and private credit, that our team researches and makes available to eligible clients. These are generally limited to accredited investors and carry significant risk.
Your investments, tax strategy and estate planning are handled together by one team, with access to private opportunities and technology that keeps your plan current.
A 45-minute call with a senior advisor about your goals, current holdings and whether Lumida is the right fit. There is no obligation.
[To confirm with Ram: Lumida works alongside your existing CPA and attorney, or introduces specialists.]
[Registration and fiduciary wording, approved by compliance.]
Start with a 45-minute conversation with a senior advisor.
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