Lumina Consulting Partners with Alpha Capital Family Office to Provide New Private Banking Experience to UHNW Clients
DENVER, Nov. 6, 2023 /PRNewswire/ -- Lumina Consulting has partnered with Alpha Capital Family Office (ACFO), the Denver boutique outsourced family office providing family office solutions that help their clients build and preserve their wealth while focusing on their family, values, and goals. The partnership with Lumina Consulting will help ACFO continue its evolution by recruiting top private bank wealth professionals who can provide a superior client experience to multigenerational business owners and ultra-high-net-worth families and continue the firm's impressive growth under a rebranded identity.
- DENVER, Nov. 6, 2023 /PRNewswire/ -- Lumina Consulting has partnered with Alpha Capital Family Office (ACFO), the Denver boutique outsourced family office providing family office solutions that help their clients build and preserve their wealth while focusing on their family, values, and goals.
- "Alpha Capital represents a differentiated value proposition in delivering the private wealth client experience," explained Jeff Shipley, Founder, Partner, Consultant, Lumina Consulting.
- Working together, ACFO and Lumina Consulting are looking to recreate the personalized service and deliver the integrated team of wealth management professionals that private bank clients deserve.
- "Alpha Capital Family Office is a perfect fit for the wealth professional that comes from a true fiduciary background," said Douglas Campbell, Founder, Partner, Wealth Manager, Alpha Capital Family Office.