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What We Do
At Lumida, we offer a blend of forward-thinking financial services designed to enrich both your wealth and well-being. Our approach combines cutting-edge investment strategies with a deep understanding of the unique needs of affluent individuals and families.
Innovative, Holistic, Personalized
We’re more than wealth managers; we’re partners in your journey towards a prosperous and fulfilling future.
Portfolio Overview
Investment Management & Advisory Services
We adopt an Endowment-Style Approach for investment management, focusing on long-term growth through diversified asset classes.
Our investment framework is dedicated to protecting, maintaining, and enhancing your lifestyle.
Wealth & Health
We believe that true wealth encompasses both financial prosperity and personal well-being.
With bespoke estate planning and empathetic guidance through life’s challenges, Lumida is committed to ensuring that your legacy is not only preserved but also enjoyed in the best of health and passed on in the same spirit.
Modern Stewardship for Next-Gen Affluent
We handle everything from investment and estate planning to healthcare and philanthropic strategies.
Our services are tailored to the needs of the modern family, encompassing K-1 collection, document execution, cash management, and tax and estate coordination. We focus on value creation at every step, ensuring the integrity and growth of your estate.
Join us in this journey, where your financial goals and personal aspirations meet our expertise and commitment.