


Where Strategy Meets Legacy.
Who We Are
Success isn’t accidental. It’s engineered — and we are your engineers of success.
We identify, facilitate, and fast-track the key factors that separate the exceptional from the average—and turn those insights into action.
For over 25 years, we have used different ways of thinking to deliver astonishing results. We do this by rolling up our sleeves and partnering with top-performing entrepreneurs, elite athletes, and visionary family offices to unlock the core drivers of extraordinary success.
Our team doesn’t just advise—we execute. We drive growth, amplify enterprise value, and position our clients for generational wealth.
The result? Bigger businesses. Stronger earnings. Legacy-defining outcomes.
Service Areas
Three Specialized Divisions
We operate through three specialized divisions: Corporate Advisory, Sports & Entertainment, and Family Offices—enabling us to provide precisely tailored solutions to a highly selective clientele.
Advisory
At LVP, we turn uncertainty into strategic momentum. In a landscape defined by disruption, we help businesses move faster, adapt smarter, and scale stronger.
Offering a distinctive approach to sports and entertainment management, focuses on comprehensive career planning that ensures a fulfilling and prosperous life post-career.
Office
Dedicated to helping families maintain full control over their wealth and legacy, ensuring each family’s unique goals are maximized and optimized.
Corporate Advisory
At LVP, we turn uncertainty into strategic momentum. In a landscape defined by disruption, we help businesses move faster, adapt smarter, and scale stronger.
Summary
Change isn’t a threat—it’s your greatest advantage. In a world defined by disruption, the most successful companies aren’t the biggest—they’re the fastest, boldest, and most adaptable.
At LVP, we go beyond traditional consulting. We become your strategic partner, helping you turn volatility into momentum. We sharpen your strategy, empower your workforce, streamline operations, and strengthen risk management—so you can scale with confidence and lead with clarity.
Whether you’re facing economic shifts, emerging technologies, or rising competition, we position your business to thrive—no matter what the future holds. Don’t just keep up with change. Set the standard. With LVP, you’re not just ready for what’s next—you’re built for it.
Services
Strategic Advisory Services
- Corporate Strategy Development
- Mergers & Acquisitions (M&A)
- Capital Raising
- Investor Relations
- Corporate Lift outs
- Exit Planning
Executive Leadership & Operations
- Fractional C-Suite Services (CEO, CFO, COO, CMO)
- Executive Compensation Strategy
- Talent Search & Placement
- Executive Coaching
Risk & Reputation Management
- Risk Management & Compliance
- Media Training & Communication Strategy
Sports & Entertainment
Offering a distinctive approach to sports and entertainment management, focuses on comprehensive career planning that ensures a fulfilling and prosperous life post-career.
Summary
Over a decade of experience helping professional athletes and entertainment professionals elevate and protect their financial lives—before, during, and long after their playing & media careers.
Our elite, multidisciplinary team specializes in coordinating every aspect of your financial world, including legal matters, strategic negotiations, marketing, behavioral finance, tax planning, and long-term wealth strategy.
If you’re looking for a lifelong partner committed to building your legacy and ensuring success beyond the game, you’ve found the right team.
Services
Contract Negotiation
- Securing the best possible terms for your career.
Due Diligence
- Comprehensive analysis to ensure sound decisions and strategic investments.
Personal Branding & Media Training
- Enhancing your image and preparing you for the spotlight.
Professional Training & Development
- Maximizing performance, pre and post career.
Financial Planning
- Building a stable financial future with personalized strategies.
Endorsement Deals
- Securing lucrative partnerships and brand endorsements.
Business Management
- Managing and growing your business ventures.
Post-Career Transitioning
- Strategic planning for life after your career, ensuring lasting success.
Family Office
Dedicated to helping families maintain full control over their wealth and legacy, ensuring each family’s unique goals are maximized and optimized.
Summary
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
Complete Family Office Start-up, Realignment, or Reworking
- Tailored solutions for set up or restructure
Annual Check-Up
- A comprehensive review to ensure your family office stays on track with your goals.
Manager of Managers
- Overseeing and optimizing your family’s external managers.
Education for Operators and Family Members
- Empowering your team with the knowledge to run a successful family office.
Technology Consulting
- Optimizing technology for better management and security.
Security Consulting (Cyber and Personal)
- Protecting your wealth and legacy with robust security solutions.
Risk Management Program
- Identifying and mitigating risks to safeguard your assets.
Customized Projects
- Creating bespoke strategies for unique needs.
Due Diligence & Deal Analysis – Private Equity & Real Estate
- We provide rigorous due diligence and financial analysis for private equity and real estate investments. Our tailored insights help identify risks, evaluate returns, and align opportunities with your long-term goals.
Ready to get started?