Preserving Legacies, Ensuring Continuity

At Lumida, we understand that every financial journey is unique. In the intricate world of family offices, the preservation of wealth is as much about legacy as it is about finance.

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NO TWO FAMILIES ARE ALIKE

We create tailored solutions that aim to meet the complex requirements of private clients and family offices, helping grow their wealth and preserve their legacy.

Advise

Preserve, grow, and transfer wealth

Tax

Insurance

Trust & Estate

Liquidity

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Quarterback

Build and lead your team

Financial planning

Estate planning

Insurance

Healthcare

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Invest

Asset Allocation

Portfolio construction

Private investment management

Tax loss harvesting & rebalancing

Consolidated reporting / Digital Vault

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WHY LUMIDA

Our services are designed to help your family navigate the complexities of managing assets while ensuring that the core ideals that define you are passed down through the generations.

WE VALUE YOUR TIME

Lumida can help build or partner with your existing family office.

Our team of investment advisors and service partners can act as your family office CIO or collaborate closely with your existing family office investment manager / CIO. Our goal is to align your family vision with every decision, helping you build a legacy that stands the test of time.