Lumina provides wealth management, investment and family office services to help each client determine and achieve their financial goals. We are a team of professionals highly qualified in all financial areas in order to find the best solution that adapts to your needs.
We offer a variety of investment options adapted to the specific goals of each client: Multi-asset classes worldwide, Fixed income, Derivatives, Commodities, Mutual funds, Hedge funds, Private equity, Real estate, Venture capital and Private loans.
The flexibility of having access to investments and the main asset classes worldwide.
We offer comprehensive analyses of every recommended investment opportunity.
We have access to the main industry analysts and research platforms.
We evaluate potential risk factors for all investments in the portfolio.
We analyze and provide recommendations for every corporate event that requires a response.
We analyze investment portfolios and provide recommendations aligned with the client’s objectives and risk profile.
Our wealth management service is focused on meeting the needs of our clients and their families in a comprehensive and efficient way, considering all aspects of investment and financial planning. We are dedicated to understanding all of our clients’ current and potential scenarios, thereby creating a comprehensive investor profile that acts as the foundation of our relationship and guides financial planning.
We offer access to all major asset classes within the public and private markets.
We evaluate our clients' current situation and create a plan tied to future needs to achieve the desired objectives.
We develop strategies that enable the efficient and responsible transfer of wealth for future generations.
We help clients align their investment objectives with their philanthropic values..
We develop strategies to reduce the tax liability and, in turn, maximize the contribution to the pension.
We help clients find the best financing solutions according to their needs.
Our Family Office service is focused on high-net-worth families with the aim of managing their complicated finances in a simple and efficient way.
Through research, technology, and a team of expert professionals, we not only understand your family’s goals and challenges, but we lead and coordinate all the pieces necessary to make them possible.
We comprehensively analyze the financial objective of each client and we create an investor profile to efficiently manage wealth.
We consolidate managed investment accounts held at diverse financial institutions and ensure that all assets align with the client's financial goals.
We advise families and their businesses at all stages of their development.
We track the performance of investment accounts managed by external managers.
We analyze and provide recommendations for each corporate event that requires a response.
We develop a strategy that allows an efficient and responsible transfer of wealth for future generations, and at the same time we reduce the tax liability.
Lumina provides wealth management, investment and family office services to help each client determine and achieve their financial goals. We are a team of professionals highly qualified in all financial areas in order to find the best solution that adapts to your needs.
LUMINA INVESTMENT ADVISORS LLC – Investment Adviser Firm (sec.gov)
