Who We Serve: Founders

Our clients are creators, entrepreneurs, and innovators who have built businesses from the ground up. Our firm is built by founders, we understand the unique trust, tax & estate needs that founders face. We are also equipt to help founders across the founder life cycle from company formation to a liquidity event.

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Why Founders Use Our Services

Founders face unique financial challenges and opportunities that traditional wealth management services don’t always address.

Founders have complex financial lives such as concentrated stock, liquidity events, and a potential for significant capital gains tax impacts. Lumida has strategies to address these situations.

navigating liquidity events

Liquidity events are not the end of the Founder lifeycle. Founder’s need to consider sophisticated tax strategies when an acquisition or IPO is on the horizon.

We help founders navigate these events, maximizing their outcomes while minimizing tax liabilities.

Our team provides guidance on structuring liquidity events to ensure they can unlock their wealth strategically.

Diversifying Beyond Concentrated Equity

Many founders hold significant equity in their companies, making their wealth highly concentrated.

We design strategies to help Founders balance risk and return while preserving the growth potential founders have cultivated.

Tax Optimization and Wealth Preservation

With significant wealth often comes complex tax situations.

We have specialized tax strategies designed to help mitigate capital gains impact.

We aim to protect and grow wealth while aligning with your financial goals, risk tolerance, and vision.

Health & Longevity

Founders have a keen interest in health & longevity. They seek to extend not only quality lifespan, but also their ‘wealthspan’.

We share those values and interests, and can guide Founders thru a health journey working with our best in class partners and best practices.

Begin your journey today.
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