Our multi-family office offering for exceptional wealth

A multi-family office that provides bespoke wealth management and family office services.

You Determine your level of investment involvement

"Our clients determine their level of involvement in the investment process. LCI will execute in the best interest of the client in collaboration with the selected partner bank."

Jan Dirkmann,
CEO & Managing Partner

How We Work

Investment Management & Advisory

We source information from various partners and service providers and are thus able to act entirely independently and objectively.

Partnership and Execution Model

We collaborate closely with selected private banks and custodians while maintaining full discretion over portfolio construction and oversight. This partnership model combines institutional-grade execution with independent advice, ensuring seamless coordination across banking relationships.

Personalised and Integrated Oversight

Each client relationship is managed through a dedicated service team that coordinates investments, administration, and reporting across entities. This integrated approach ensures transparency, continuity, and alignment with your broader family and legacy objectives.

Our Multi-family office offering

Wealth Management

Lumen Capital Investors provides a full spectrum of wealth management solutions – designed to help clients preserve, grow, and manage their wealth with clarity and discipline.

Navigating Global Markets: Our global advisory service offers invaluable insights and guidance, helping you make informed investment decisions across international markets. With our expertise, you can seize opportunities and manage risks on a global scale.

Objective Investment Strategies: Our discretionary portfolio management service is designed for clients seeking a hands-off approach to wealth management. Choose from one of our in-house strategies to best match your risk profile.

Balancing Risk and Reward: Our strategic global asset allocation service focuses on optimising your portfolio’s asset mix. We strategically allocate your investments across various asset classes and regions to maximise returns while managing risk in line with your financial goals.

Consolidation & Monitoring

Lumen Capital Investors uses advanced software to consolidate the Clients global assets and cashflows. This transparency allows clients to optimally allocate their resources.
Our asset consolidation service simplifies your financial life by aggregating all your assets, holdings, and accounts into a single, easy-to-understand report – providing a clear and comprehensive view of your wealth.

Portfolio Oversight: We provide vigilant monitoring of your investments to ensure they stay on track with your objectives. Our proactive approach includes regular reviews, risk assessments, and adjustments as needed, giving you peace of mind in an ever-changing market.

Family office services

Offering a full suite of family office services powered by our customised Service Cloud and managed by a dedicated client service team, Lumen Capital Investors handles all of the partners daily administrative matters, such as paying bills, meeting capital calls or booking your flights.

 
Managing and transferring family wealth requires significant time, careful planning, and dedicated effort – and it can often be a complex and stressful process for family members. Together with our trusted partner network, we help make this journey smoother, more structured, and seamlessly managed in every aspect – ensuring that your legacy is preserved and passed on according to your wishes.
Efficient Corporate Governance: Our dedicated team provides comprehensive corporate secretarial services, ensuring your company remains compliant with regulatory requirements. We also offer directorship services, giving you access to experienced professionals who can guide your organisation to success.
Optimising Financial Resources: Our experts help you manage cashflow effectively, ensuring liquidity and stability. We also offer strategic loan management services to help you secure financing on favourable terms, empowering you to make sound financial decisions.
Streamlined Administrative Support: We take care of the paperwork so you can focus on what matters most. Our administration and filing services handle documentation, reporting, and compliance, ensuring your financial affairs are organised, up-to-date, and hassle-free.

Stewardship Across Generations

"At Lumen, we see investing as part of a larger responsibility - to preserve, grow and align wealth with each family's purpose. Our role is to deliver clarity, discipline, and continuity across generations."
Sheng Yong Tan, CIO