01
Adaptive allocation
A continuous optimizer rebalances across public, private, and digital assets within mandates you define.
Private capital · engineered
The quiet architecture of serious wealth.
Lumina pairs algorithmic allocation with institutional custody — a single surface for the people who move capital, not chase it.
- Assets secured
- $48.6B
- Median uptime
- 99.997%
- Jurisdictions
- 34
The platform
Built like infrastructure,
felt like a private bank.
02
Custody, hardened
Multi-party computation and qualified custodians remove single points of failure from your holdings.
03
Live intelligence
Exposure, liquidity, and risk render in real time — no quarterly fog, no stale statements.
04
Discreet by design
Granular permissions and audited access keep your structure visible only to those you choose.
Performance
Numbers that compound quietly.
0B
Assets under stewardship (USD)
0
Family offices onboarded
0%
Avg. net annualized return
0%
Platform uptime, trailing 12mo
Services
One desk. The whole estate.
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Discretionary mandates
Hand us the rules; we run the book. Daily reconciliation, full transparency.
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Structuring & succession
Trusts, holdcos, and cross-border vehicles modeled and maintained in one ledger.
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Private market access
Curated allocations into funds and direct deals, with the diligence done for you.
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⬢
Treasury & liquidity
Idle cash works overnight across instruments without leaving your custody perimeter.
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Clients
Trusted where discretion is the deliverable.
"We consolidated four custodians and two reporting tools into Lumina. Our quarterly close went from three weeks to an afternoon."
"The intelligence layer caught a liquidity mismatch our prior team missed for two cycles. It paid for itself in a quarter."
"It looks restrained and feels institutional. My family understands their position without a forty-page PDF."
Request access
Membership is by introduction.
Tell us a little about your structure. A partner responds within two business days — to qualified inquiries only.