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 multidisciplinary finance and investment professional with deep expertise across private wealth management, mergers and acquisitions, and capital markets. Prior to founding K3’s Wealth Management, Samuel developed his foundation in investment banking and advisory at Evercore, where he built expertise in valuation, deal structuring, and strategic transactions.
Samuel holds an extensive credential set — including the Chartered Financial Analyst (CFA) designation, Enrolled Agent (EA), Certified Mergers & Acquisitions Advisor (CM&AA), FINRA Series 65 and 66 licenses, and a Juris Doctor (JD) — positioning him at the rare intersection of financial, tax, and legal expertise.
His client philosophy centers on clarity and precision: translating complex financial and legal landscapes into confident, growth-driven strategies for entrepreneurs, business owners, and ultra-high-net-worth families.