We craft tax-efficient, customized investment strategies that align with your life goals and evolving priorities.
Strategic portfolios designed for clarity, performance, and preservation.
Our estate planners create a comprehensive roadmap to safeguard your assets, manage succession, and ensure your legacy endures.
Trust structures, estate coordination, and wealth continuity for generations.
Unlock curated private investment opportunities typically available only to institutions — from private equity to direct deals and co-investments.
Exclusive access. Institutional insight. Disciplined execution.
Whether selling a company or planning a liquidity event, we deliver strategic frameworks to maximize value and preserve capital.
Pre- and post-liquidity planning for founders, executives, and investors.
Our advisors collaborate with your tax professionals to develop integrated strategies that reduce capital gains and optimize after-tax performance.
Efficiency and foresight for every decision.
Through trusted partners, we offer custom credit and banking strategies designed for UHNW families — balancing flexibility, security, and privacy.
Liquidity solutions built around your goals.
Protect what matters most with comprehensive risk management and tailored insurance structures for personal and business assets.
Preserve wealth. Protect family.
Your personal finance office — providing accounting, bill pay, and reporting with institutional accuracy and discretion.
Precision and oversight, built for families with complex holdings.
We help families define their shared values, decision-making processes, and communication frameworks, ensuring harmony across generations.
Empower heirs. Strengthen unity. Preserve vision.
Design purpose-driven giving strategies that align your financial success with your social and philanthropic mission.
Maximize your legacy through impact.
Enjoy your wealth with confidence — we manage the details that elevate your lifestyle, from travel and aviation to wellness and privacy.
Luxury logistics, simplified.
Samuel Lukumuena is a finance and investment professional with a multidisciplinary background spanning wealth management, mergers and acquisitions, and private equity. Before founding his own firm, Samuel gained experience at global leaders Kirkland & Ellis and J.P. Morgan, where he honed his expertise in valuation, deal structuring, and strategic advisory.
Holding credentials as an Enrolled Agent (EA), Chartered Financial Analyst (CFA), and Certified Mergers & Acquisitions Advisor (CM&AA), as well as multiple FINRA licenses and a Juris Doctor (JD) from Syracuse University, Samuel brings a rare combination of financial acumen, analytical rigor, and legal insight to every client engagement.
His approach blends technical precision with forward-thinking strategy, empowering businesses and individuals to make confident, growth-driven decisions.
Faustin Lukumuena is a seasoned finance and accounting executive with over three decades of experience across both the public and private sectors. His career embodies a steadfast commitment to excellence, integrity, and strategic financial leadership.
Prior to establishing his own practice, Faustin held senior positions at globally recognized institutions including Janus Funds, Arthur Andersen (Big 5), KPMG (Big 4), and First Data Corporation. Over the course of his career, he has developed deep expertise in auditing, taxation, financial strategy, corporate governance, and business consulting, advising a diverse range of individuals, entrepreneurs, and corporations.