Our team
Lumarra has no relationship managers handing off to a service desk. Every family works directly with two partners, supported by the whole firm.
Co-founder, Chief Executive Officer
Multigenerational family strategy
Elena founded Lumarra to build the firm she wanted to work with as a client: independent, unhurried and accountable to one party only. She leads the firm's family strategy practice, working with families through liquidity events, generational transitions and the governance that holds a balance sheet together over decades.
Co-founder, Chief Investment Officer
Portfolio construction and manager research
Daniel oversees Lumarra's investment committee, asset allocation framework and manager due diligence. His work centres on the parts of a portfolio that are controllable: cost, tax drag, factor exposure and the discipline to leave a sound allocation alone.
Partner, Head of Wealth Advisory
Founders and concentrated equity
Priya advises founders and executives whose net worth is concentrated in a single company. She builds the pre-liquidity planning, diversification schedules and charitable structures that turn a paper position into a durable balance sheet.
Partner, Director of Tax and Estate Strategy
Trusts, estates and philanthropy
James coordinates the technical work that sits behind every plan — trust design, gifting strategy, entity structure and the annual tax calendar — in partnership with each family's attorneys and accountants.
Partner, Chief Operating Officer
Reporting, administration and client service
Sofia runs the operating side of the firm: consolidated reporting, custodial relationships, cash management and the service standards that determine whether advice actually reaches a client's life.
Partner, Institutional and Foundations
Endowments, foundations and nonprofits
Thomas advises foundations and nonprofit institutions on spending policy, investment policy statements and the governance rhythm that keeps an investment committee focused on the long horizon.
Careers
If you are an adviser or analyst who wants to do the work rather than sell it, we would like to hear from you.
