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Lifestyle

Trust, Tax, and Estate

‘Buy, Borrow and Die’ Is Now a $5.4 Trillion Lending Market, and Schwab’s 35% Jump Shows It Is Spreading Beyond the Ultrarich

by Team Lumida
October 27, 2026
Trust, Tax, and Estate

Schwab Raised the Minimum for These Tax Strategies From $1 Million to $10 Million, Then Said It Will Build Its Own

October 15, 2026
Family Office

Ortega’s Family Office Buys a Chicago Tower for $550 Million, Funded by €3.2 Billion of Annual Dividends From One Company

October 15, 2026
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© 2025 Lumida Wealth Management LLC is an SEC registered investment adviser. Privacy Policy. Cookies Policy.
Disclaimer Important Information This site is for informational purposes only. Information presented on this site does not constitute as investment advice.

Lumida Wealth Management LLC (‘Lumida”) is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.

Lumida's website (referred to herein as the "Website") is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client Lumida’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.

Any subsequent, direct communication by Lumida with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

‍Lead Capture Forms: By submitting your contact information in the forms on this site, you are not obligated to invest in Lumida's product or services.
‍Address: Lumida Wealth Management, 25 W 39th Street Suite 700, New York, NY 10018