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.
At Lumida, we ensure that your family's values are carried forward seamlessly through generations.
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.
WHY LUMIDA
In a world where the traditional 60/40 portfolio no longer suffices, Lumida stands as a beacon for those seeking more.
Our clients, with their insatiable thirst for knowledge and clarity, recognize the potential of niche asset classes and emerging technologies. Lumida's mission is to guide you beyond the ordinary, helping you achieve the extraordinary.
OUR TEAM
Founder
Team
![](https://cdn.prod.website-files.com/632a24f5603406f519306777/65fdb2a9bae3be0a2f0bc488_Peter_ss.png)
Peter Murrugarra
Manager Sourcing & Diligence, Co.Founder at Inti Advisors Inc.
![](https://cdn.prod.website-files.com/632a24f5603406f519306777/65fdb2b7abfeecb0b8834227_Geoff_ss.png)
Geoff Marcus
Manager Sourcing & Diligence, Senior Financial Services Inti Advisors Inc.
![](https://cdn.prod.website-files.com/632a24f5603406f519306777/65fdb48af2d0c5ba2226dfb6_Nick_ss.png)
Nick Rygiel
Crypto Sub-Advisor, Founder of Ironclad Financial
![](https://cdn.prod.website-files.com/632a24f5603406f519306777/65fdb498cb54c413f5e96723_Adil_ss.png)
Adil Saleem, CFA
Head Researcher & Analyst
![](https://cdn.prod.website-files.com/632a24f5603406f519306777/65fdb4b464c1d0cd50f4a775_Dustin_ss.png)
Dustin McCormick
Client Associate
![](https://cdn.prod.website-files.com/632a24f5603406f519306777/65fdb4dbcbc6c80244616f36_Devesh_ss.png)
Devesh Aggarwal
Digital Marketing Director
![](https://cdn.prod.website-files.com/632a24f5603406f519306777/65fdb50a39e6e1190891f4d3_Diana_ss.png)
Diana Rybalko
Operational Support Specialist
![](https://cdn.prod.website-files.com/632a24f5603406f519306777/66829c254d2366fda6bd044a_Stein.png)
Stein Horst
Researcher
![](https://cdn.prod.website-files.com/632a24f5603406f519306777/66829c5684d5f60048e91e85_Sv.png)
Svitlana Romanchenko
Researcher
![](https://cdn.prod.website-files.com/632a24f5603406f519306777/668d32540c3479f079c04a62_Team-Mubbashir.png)
Mubbashir Ali
Data Engineer
![](https://cdn.prod.website-files.com/632a24f5603406f519306777/668d32f10aa9a55f19593d68_Team-Mrigender.png)
Mrigender Pathania
Social Media Manager