01. Analyze
Diagnostics
We begin with a deep diagnostic of your current holdings, liability structures, and liquidity needs to establish your financial baseline.
Lumina harmonizes human insight with predictive algorithms to grow your legacy. Experience wealth management calibrated to your precise ambition.
Predictive Alpha
AI-driven market forecasting.
Global Reach
Access to 40+ international exchanges.
Tax Efficiency
Automated harvesting & positioning.
Vault Security
Biometric authentication standard.
Systematic wealth generation, executed without emotion.
Diagnostics
We begin with a deep diagnostic of your current holdings, liability structures, and liquidity needs to establish your financial baseline.
Architecture
Our algorithms construct a bespoke portfolio architecture designed to maximize yield while hedging against systemic volatility.
Deployment
Capital is deployed across global markets instantly. Smart-contracts handle settlements while you track performance in real-time.
Preservation
Beyond growth, we structure your wealth for generations. Trusts, estate planning, and philanthropic vehicles are seamlessly integrated.
Minimum commitment $50k
Understanding the mechanics of modern wealth. Common questions regarding security, liquidity, and our fee structure.
Contact ConciergeConcierge
Our Private Client team is available 24/7 to assist with complex asset transfers, trust formation, and strategic capital deployment.
Fiduciary Standard
We are legally bound to act in your best interest, always.
Global Jurisdiction
Expertise in cross-border wealth management and taxation.