Where Success Finds
Its Second Act.
LumenOak is a selective private membership council for ultra-high-net-worth entrepreneurs, wealth creators, and single-family offices. We provide a trusted, confidential space where members share candid dialogue on wealth preservation, investment perspectives, family dynamics, legacy, and the questions that come after success.
Membership is selective, extended following a qualification process that preserves the integrity of every conversation. No sales. No solicitation. No conflicts. Just the people and the perspectives that matter.
Who We Are
More Than a Network.
A Circle of Trust.
At a certain level of wealth, the questions become different. Whom do you trust? How do you protect what you've built? What's the next chapter - and who can help you think through it without an agenda?
LumenOak brings together a confidential circle of 12–15 fellow entrepreneurs, wealth creators, and family office principals. Members convene monthly to explore the issues that matter most: wealth preservation, investment perspectives, family dynamics, philanthropy, and legacy planning.
We operate with uncompromised intellectual honesty. No cross-sales. No product pushing. No spray-and-pray outreach. Every member is vetted. Every conversation is confidential.
LumenOak was founded by an investment veteran with decades of experience spanning private equity fund placement, institutional investor relations, and cross-border capital intelligence. This extensive background was built across leading global data platforms, alternative asset advisory firms, and investment management institutions within Hong Kong, Mainland China, and global markets.
Learn. Exchange. Grow.
While the core of the LumenOak experience centers on monthly group meetings, members also gain access to a curated programme of gatherings, insights, and peer connections throughout the year.
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The Core
The Monthly Group Meeting
Your group of 12–15 peers becomes your trusted advisory council. Each monthly, day-long session is facilitated by a Chair who curates the agenda, drives peer-to-peer sharing, and ensures every voice is heard in complete confidence.
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The Method
Harnessing Collective Intelligence
Members bring their most pressing challenges — from investment decisions to family succession. Through structured discussion and honest feedback from peers who have been there, you gain clarity that no advisor can sell.
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The Foundation
Confidentiality & Trust
Everything shared within a LumenOak group stays within the group. Every member commits to a strict confidentiality and non-solicitation framework. Without this, there is no trust. Without trust, there is no LumenOak.
Why LumenOak
Global by design.
Deeply personal.
Headquartered in Hong Kong, with relationships and members spanning key financial centres across multiple continents, LumenOak brings together wealth creators at the points where their worlds converge.
The challenges facing today's wealth creators transcend borders: cross-border family structures, multi-jurisdictional asset protection, inter-generational wealth transfer across cultures, and navigating an evolving regulatory landscape. Our groups are built for these conversations - wherever in the world they lead.
Membership is selective. Every member is interviewed. Every group is curated. The result is a community of integrity — peers committed and qualified to explore the topics that define their next chapter.
The Integrity of the Room
Cultivating a community of this calibre requires an unrelenting commitment to the quality of every seat at the table.
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Character
Uncompromising Integrity
Only those of the highest ethics and integrity are invited to become a LumenOak member. Every prospective member undergoes a thorough vetting process.
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Contribution
Collaborative Participation
Members must have the knowledge, experience, and curiosity to occupy a seat at the table and add to the community's collective intelligence.
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Confidence
Absolute Trust
Every member commits to the core pillars: absolute confidentiality, a strict non-solicitation policy, active participation, and full transparency to minimise conflicts of interest.
Member Insights
Research and perspectives on the issues shaping the global private wealth landscape.
Gatherings
Beyond the monthly meeting, members connect through curated experiences designed for depth, not scale.
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Monthly
Group Meetings
Your core group of 12–15 peers meets for a full-day session, following a structured agenda: portfolio perspectives, member challenges, world events, and expert insights. Every session is confidential and Chair-facilitated.
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Quarterly
Expert Sessions
Deep-dive discussions with subject-matter experts — from cross-border tax and trust practitioners to investment strategists and family governance specialists. No sponsors. No sales pitches. Just substance.
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Annual
Member Retreat
A full-day gathering that brings together members from different groups for broader exchange. Keynote conversations, peer workshops, and the relationships that span beyond a single table.
Frequently Asked Questions
Questions we hear from prospective members and trusted advisors.
What is LumenOak?
LumenOak is a selective private membership council for ultra-high-net-worth entrepreneurs, wealth creators, and single-family office principals. Members meet in confidential groups of 12–15 peers for monthly half-day sessions, sharing candid dialogue on wealth preservation, investment perspectives, family dynamics, and legacy — in a private environment with no selling, no solicitation, and no conflict of interest.
Who can join LumenOak?
Membership is selective and extended following a thorough vetting process to ultra-high-net-worth entrepreneurs, wealth creators, single-family office principals, and qualified private investors who share a commitment to confidentiality, integrity, and meaningful peer-to-peer exchange.
How do LumenOak monthly group meetings work?
Each member belongs to a confidential group of 12–15 peers. Groups meet monthly for a structured half-day session facilitated by a Chair, following a rigorous agenda: portfolio and wealth perspectives, member challenges, world events, and expert insights. Every session is governed by strict confidentiality and non-solicitation rules.
How does LumenOak handle confidentiality?
Confidentiality is the foundation of LumenOak. Every member commits to a binding confidentiality and non-solicitation framework before joining. Everything shared within a group stays within the group. Without absolute trust, there is no LumenOak.