About LVP
We are a boutique firm of All-Stars partnering with you to win at the highest level.
At LVP, we are proud to be comprised of a highly credentialed and experienced team of consultants who share a unified mission: to help you achieve success at the highest level. Our team brings together a diverse range of expertise across key areas such as finance, strategy, negotiations, legal matters, tax planning, growth, and personal development.
We work only with family offices, athletes, corporate executives, and entrepreneurs, helping them reach their highest personal, professional, and financial growth objectives. Whether you're managing a legacy, leading an organization, navigating complex financial decisions, or all the above, our team provides the guidance, insight, and resources you need to thrive.
OUR TEAM
CEO
Luis Galdamaz, CFA
Managing Partner
Isiah, CPA
Tax Director
Sabina Luna
VP of Marketing & Strategy
Vanessa Patrick
Operations Manager
FOUR Unique Operation Divisions
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Family Office Group
Dedicated to helping families maintain full control over their wealth and legacy, ensuring each family’s unique goals are maximized and optimized.
The LVP Family Office Group is dedicated to helping families maintain full control over their wealth and legacy, ensuring each family’s unique goals are maximized and optimized.
Achieving the pinnacle of family wealth management requires a structure that combines precision, flexibility, and personalization. The LVP Family Office Group provides tailored family office experience, offering many of the benefits of a single-family office at a fraction of the cost.
Founded by Rob Luna, a former world-renowned wealth management professional with over two decades of experience in managing assets for multi-family offices, LVP Family Office Group emerged from his vision of creating a better solution for family wealth. After selling his previous firm to a publicly traded company, Rob spent three years developing LVP’s proprietary family office model. This model is designed to help families not only build but also manage their wealth and legacy with clarity, control, and accountability.
Rob and his team work directly with each family to ensure the success of their family office, focusing on key elements such as Business planning, Portfolio construction, Risk Management, tax mitigation, concierge services, and more. Our approach is comprehensive, leaving nothing to chance and ensuring that every family’s goals are met and exceeded.
- Services Offered:
Our pricing and services are customized based on the scope of work required for each client. Typically, we operate on a flat fee basis, ensuring transparency and predictability in costs. Given our proven track record, we consistently deliver values that far exceed the cost of our services, often resulting in a significant return on investment for our clients each year.
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Sports Management Group
Offering a distinctive approach to athlete management, focusing on comprehensive career planning that ensures a fulfilling and prosperous life post-sports.
Rob Luna and his team at LVP Sports Management bring over a decade of expertise in helping professional athletes enhance their financial lives—before, during, and especially after their careers.
Our highly qualified team excels in coordinating all aspects of your financial landscape, including legal matters, strategic negotiations, marketing, behavioral insights, tax considerations, and overall financial strategies.
If you seek a lifelong partnership with a team dedicated to your success beyond sports you’ve found the right partners.
- Services Offered:
Our pricing and services are customized based on the scope of work required for each client. Typically, we operate on a flat fee basis, ensuring transparency and predictability in costs. Given our proven track record, we consistently deliver values that far exceed the cost of our services, often resulting in a significant return on investment for our clients each year.
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Executive Advisory Group
Helping C-suite executives & top leaders navigate the complexities of both their professional and personal financial lives.
With over two decades of experience coaching and advising C-suite executives at publicly traded companies, Rob Luna has become a trusted advisor with expertise spanning a range of critical areas, including media preparation and training, shareholder communication, compensation negotiations, strategic development, and career advancement.
He is particularly well-regarded for his ability to guide executives through successful transitions from corporate leadership to highly profitable roles in private equity.
At LVP, Rob and his handpicked team offer a variety of tailored strategic consulting and coaching packages designed to meet the unique needs of each client. Whether you are managing your professional trajectory or coordinating your financial life post-career, Rob and his team are dedicated to maximizing your outcomes during every phase of your journey.
- Services Offered:
Our pricing and services are customized based on the scope of work required for each client. Typically, we operate on a flat fee basis, ensuring transparency and predictability in costs. Given our proven track record, we consistently deliver values that far exceed the cost of our services, often resulting in a significant return on investment for our clients each year.
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Entrepreneur Advisory Group
Navigating the complexities of business success at the highest level
As an entrepreneur who has successfully sold companies to both public corporations and private investors, Rob Luna has firsthand experience in navigating the complexities of business success at the highest level.
His entrepreneurial track record, combined with his role as a financial analyst, gives him a unique ability to blend professional growth with a keen understanding of personal financial outcomes.
Rob has not only built and sold businesses himself, but has also helped countless entrepreneurs achieve significant growth and successful exits. With his rare ability to build profitable enterprises while maximizing financial results for clients, Rob’s integrated approach offers a distinctive solution that sets him apart in the industry.
In addition to his personal expertise, Rob has assembled a handpicked team of seasoned professionals to assist clients in every aspect of their financial lives. Together, they form what he refers to as the “dream team” of the financial world—a group uniquely positioned to help entrepreneurs achieve their goals and reach the highest level of success.
If you are an entrepreneur seeking a partner with decades of experience to guide you through growth, profitability, and successful exits, Rob and his team would love to discuss how they can help you achieve your vision.
- Services Offered:
Our pricing and services are customized based on the scope of work required for each client. Typically, we operate on a flat fee basis, ensuring transparency and predictability in costs. Given our proven track record, we consistently deliver values that far exceed the cost of our services, often resulting in a significant return on investment for our clients each year.
