Strategies as robust as your foundations.
Lumida Quarterback Offering
A remarkable 63% of HNW investors admit to feeling overwhelmed by the sheer number of financial professionals they work with to manage their wealth.
That’s where Lumida can help.
At Lumida, we understand that modern investors must manage multiple parties: brokers, bankers, tax specialists, accountants, bookkeepers, estate planners, insurance providers and other professionals.
What if you had a quarterback to guide and manage them?
Lumida’s Quarterback Service
Managing private investments can be a burden. We help manage K-1 collection, subdoc execution and coordinate tax estimation and manage liquidity considerations if you pay in April and need to amend in September. We alleviate the private investment burden for you.
We can help build a team of concierge doctors, wellness nutritionists, and trainers to give you the best chance at achieving your maximum healthspan. We’ll also help you navigate the intricacies of achieving and planning your legacy, through consultative support to build an enduring framework and value driven approach to your legacy.
From estate planning, insurance, and tax planning to private investment management, our comprehensive wealth management services ensure no stone remains unturned.
Handling capital calls and tax payments can be a burden for investors who have meaningful private investments. Our expertise allows us to manage your cash flow efficiently, aiming to beat traditional T-bill or money market fund yields.
Instead of replacing your current team, we work seamlessly with them, leveraging modern technology, ensuring that all facets of your financial and estate planning are coordinated.
At the heart of our quarterback model lies the fiduciary standard. As an SEC Registered Investment Advisor, our duty transcends mere service; we are held to a fiduciary standard to act in your best interest.