THE EVOLUTION OF ADVISING
TRADITIONAL ADVISING MODEL
Successful individuals and families often have to juggle multiple financial professionals, each with their own area of expertise.
Unfortunately, these specialists don't often communicate with each other, leaving the family to oversee every aspect.
Not only can this time-consuming responsibility jeopardize the safety and security of your finances, but it also takes you away from your family and career.
INTRODUCTION OF THE FAMILY OFFICE
As early as the 1800s, the wealthy elite sought more control and oversight of their finances, sparking them to hire highly credentialed professionals to work on behalf of the family to achieve their mission, vision, and values. This was the creation of earliest versions of the modern family office structure.
Today's successful individuals and families desire that same continuity of care, though the expense and asset minimums for single-family offices are out of reach for most.
YOUR VIRTUAL FAMILY OFFICE
At LUX, we have developed an innovative, fractional share approach to the family office. Whether you're an emerging affluent just building your bench, or reaching ultra high net worth status with a full roster of professionals working on your behalf; LUX serves as the highly coordinated hub for your family's financial affairs.
Let our dedicated team of professionals help bring you peace of mind and free up your time to pursue your passions and build your empire through proper financial planning.