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, so we understand the unique tax, trust, and estate needs they face. We are also equipped to help 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.

Their financial lives are complex, with concentrated stock, liquidity events, and potentially significant capital gains taxes. Lumida has strategies to address these situations.

Navigating Liquidity Events

Liquidity events are not the end of the founder life cycle. Founders 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 so founders 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 they have cultivated.

Tax Optimization and Wealth Preservation

With significant wealth often come complex tax situations.

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

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 and longevity. They seek to extend not only their healthspan but also their ‘wealthspan’.

We share those values and interests and can guide founders through a health journey with our best-in-class partners.

Begin your journey today.
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