Trust & Estate Planning Lead

Lumida is building a modern wealth platform for UHNW, founders, entrepreneurs, and multi-generational families who require institutional-grade investment access and sophisticated planning architecture.

We are seeking a licensed planning leader to own and scale our advanced trust, estate, and tax planning function.

This is not a traditional financial planning role. This is a mandate to architect and lead the planning infrastructure inside a high-growth fiduciary RIA serving ultra-high-net-worth clients.

Lumida is a modern wealth advisor for people who want access to the same opportunities as institutions - public markets, private deals, and alternatives.

Our mission is to transform wealth management - combining investment excellence and the best of trust and estate planning into a modern, tech-first experience.

Our team shares the same mindset as our clients - curious, original, and driven to build what doesn’t yet exist.

We are venture backed and include luminaries such as former SEC Chair Arthur Levitt as an investor. Our leadership and advisory network reflects deep experience.

Lumida is launching the Lumida Invest Super App — a holistic platform that unifies public markets, private deals, and alternatives in a single, modern investing experience.

Lumida is recognized for its differentiated, non-consensus insights across its podcast and newsletter and social media presence on major media such as the WSJ, CNBC, and more.

Lumida is reshaping how modern investors build and enables its clients to Invest Beyond the Ordinary.

As Trust & Estate Planning Lead, you will serve as the firm’s authority on complex planning strategy.

You will design and implement sophisticated trust, estate, and tax frameworks for UHNW, founders, concentrated equity holders, and multi-generational families, while building scalable planning infrastructure as Lumida grows.

This role sits at the intersection of client strategy, technical expertise, and firm-level leadership.

You will:

• Lead advanced estate and trust design for UHNW families

• Architect tax-efficient strategies including capital-gains mitigation, liquidity-event planning, and concentrated stock diversification

• Evaluate and integrate PPLI and insurance-based structures where appropriate

• Partner directly with Sales and external CPAs, estate attorneys, and insurance specialists

• Join client and Sales meetings as the firm’s technical authority

• Translate complex structures into clear strategic direction for clients

• Build repeatable planning workflows and internal frameworks

• Elevate and scale Lumida’s client planning function as AUM expands

This is both a client-facing and infrastructure-building role.

• 5+ years advising UHNW clients in advanced planning environments

• Deep experience in trust structures, estate strategy, tax optimization, and complex wealth transfer

• Experience working alongside private investments, alternatives, and concentrated equity positions

• CFP preferred

• Series 65 or ability to obtain

• Strong fluency in fiduciary standards and RIA compliance

Most importantly:

You think like an architect, not a service associate.

You are comfortable operating inside ambiguity and building systems from scratch.

You want ownership, not a narrow lane.

Lumida is scaling rapidly.

As our client base and AUM expand, advanced planning is central to client retention, differentiation, and long-term growth. This role is critical to:

• Increasing wallet share among UHNW clients

• Strengthening multi-generational relationships

• Deepening integration between investment strategy and planning

• Elevating Lumida’s competitive positioning against multi-family offices

You will have a real seat at the table and direct influence over how planning evolves inside the firm.

• Institutional-grade access across public and private markets

• A fiduciary platform integrating investments and advanced planning

• The opportunity to build and lead a core function

• Direct exposure to founders, entrepreneurs, and sophisticated families

• Competitive compensation with long-term growth alignment



If you are a planning professional who wants to operate at a higher level and build something enduring, Apply Now.