Maintain Integrity of Estate Plan
Ensuring your legacy remains intact and as envisioned.
Improve Return
on Cash
on Cash
Smart strategies to enhance your cash returns.
Invest
Smarter
Smarter
Data-driven insights for informed investment decisions.
Modern Stewardship for the Next-Gen Affluent
In today's dynamic world, wealth management requires more than just traditional strategies. It demands a forward-thinking, holistic approach that resonates with both seasoned investors and the vibrant energy & ideas of the younger generation.
Your Quarterback held to a fiduciary standard
With Lumida, you're not just getting a service; you're gaining a Quarterback. We will build & lead your team. We ensure that every detail, no matter how minute, is taken care of. From strategic investments to estate planning, from insurance & healthcare to philanthropic ventures, we handle it all. So you can focus on what truly matters - living your best life.
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Effortless management for the Modern Family
Your time is precious. Let us handle the intricate details so you can focus on what truly matters.
K-1
Collection
Collection
Streamlined processes for efficient collection.
Cash & Liquidity Management
Optimal strategies to ensure your liquidity needs are always met.
Sub-Doc
Execution
Execution
Seamless handling and execution of all your essential documents.
Tax & Estate Coordination
Integrated solutions for a harmonious financial landscape.
Value Creation at Every Step
We're committed to turning over every rock to ensure your wealth works harder for you.
The Lumida Tribe Experience
Unlock the Power of Community : Being a part of Lumida means you're a part of an exclusive community.
Connect with Your Peers
Learn from the Best
Attend Exclusive Events
Your Digital Vault
Personal IDs/Records
Keep your personal identification and records secure.
Private Fund Information
All your private fund documents, contact info, and more.
Estate Plans and Insurance Policies
Comprehensive storage of all estate planning and insurance details.
In an unpredictable world, ensure your most crucial documents are organized, safe, and easily accessible.