For additional information and disclosures please visit lourdmurray.com At LOURDMURRAY we take the time to understand you, your goals, and aspirations.
From there we determine how and if we can help. When your CPA, attorney, or business manager are talking over your head, or you are simply faced with a new financial situation, we translate the complexity into actionable steps. Our goal is to provide insights into how you are really doing so you can make informed, intelligent decisions around your wealth.
01/01/2026
As we welcome the New Year, we’re reminded that time is one of our most valuable resources—and we’re grateful you choose to spend it with us.
✨ Here’s to making the most of every moment in the year ahead, with continued growth, meaningful progress, and shared success.
Wishing you a happy, healthy, and prosperous New Year!
12/22/2025
As we celebrate the holiday season, please note our adjusted office schedule for the week of December 22:
🎄 Tuesday, December 24: Offices will close at noon
🎁 Wednesday, December 25: Offices are closed
⭐ Thursday, December 26: Normal business hours resume
We hope you enjoy a warm and restful holiday. Thank you for your continued trust and partnership.
Truth, Honor, Transparency. How Blaine Lourd Redefined Wealth Management
A journey defined by values, not success.
Blaine Lourd, Founder & Chief Executive of LourdMurray in Los Angeles, dreamed of joining the oil business alongside his father and was inspired by a stockbroker's success in Houston. Observing the cutthroat nature of Wall Street, he decided to resign and establish Lourd Capital, later becoming LourdMurray, driven by a belief in transparency and truth in financial dealings. Blaine focuses on understanding his clients' aspirations and creating simple, tailored financial plans that help to build his clients' legacies. Emphasizing calmness and honesty, he aims to guide clients through their investment journeys, reflecting his grandfather's teachings about honor.
To learn more about Blaine and the LourdMurray team, visit lourdmurray.com.
09/23/2025
The OBBBA is reshaping QSBS planning. For stock acquired after July 4, 2025, the 100% gain exclusion remains for 5+ year holdings, but the per-issuer cap jumps to $15M and the gross asset test rises to $75M. With a broader pool of eligible investments, now is the time to reassess entity choice and explore trust-owned structures to “stack” exclusions and multiply tax-free gains.
Want the details? Our latest white paper breaks down what the OBBBA means for your portfolio—get informed so you can act with confidence.
Breaking Down the One Big Beautiful Bill Act The One Big Beautiful Bill Act (OBBBA) of July 2025 offers strategic tax and investment opportunities for high-net-worth individuals.
09/11/2025
As the landscape of real estate and Qualified Opportunity Zone investing evolves, the OBBBA introduces powerful new incentives for discerning investors. While bonus depreciation and expanded deductibility rules may fly under the radar, these changes can provide increased flexibility and strategic planning opportunities for high-net-worth individuals. Now is an ideal time to review your current holdings and estate plans to ensure alignment with the latest tax reforms. Proactive planning today could be the key to maximizing future growth and certainty, especially as the rules shift in 2025 and beyond.
Explore deeper insights: Unlock the full potential of these legislative changes by reading our latest white paper—your next strategic decision could be just a page away.
Breaking Down the One Big Beautiful Bill Act The One Big Beautiful Bill Act (OBBBA) of July 2025 offers strategic tax and investment opportunities for high-net-worth individuals.
09/10/2025
We are thrilled to share that Shaan Baren has been named by Forbes as a Best-in-State Next-Gen Wealth Advisor! This prestigious recognition is a testament to Shaan's unwavering commitment to our clients.
At LourdMurray, we take immense pride in our team's accomplishments, and Shaan's industry recognition is a shining example of the exceptional talent and hard work that defines our practice. We are proud to have Shaan as part of the LourdMurray family and look forward to his continued success and contributions to our clients' financial well-being.
Please join us in congratulating Shaan on this well-deserved honor!
08/25/2025
We are pleased to share that two new professionals have joined our team as Wealth Advisors.
We welcome Jason Sun who will work out of our Los Angeles office. We also welcome Dominic Sands who will work out of our San Diego office. Their backgrounds and commitment to supporting clients’ financial well-being complement our core values at LourdMurray.
Your experience plays a vital role in shaping our services to better meet our clients’ needs.
We specialize in addressing the complex financial needs of a diverse clientele, including athletes, entertainers, and business professionals. At the heart of our service is a commitment to trust and fiduciary responsibility, ensuring that clients' interests are prioritized above all else. We emphasize the importance of time in the market over trying to time it, focusing on long-term wealth creation.
Our company finds fulfillment in helping clients build wealth that can benefit future generations.
Begin your journey to building a legacy that lasts generations. Discover how we can help you achieve your wealth goals—visit lourdmurray.com today.
05/01/2025
We were honored to sponsor the Jewish Family Service of San Diego’s Heart and Soul Gala this past weekend. It was an inspiring event that celebrated the resilience and unity of our community, while supporting vital programs that make a profound difference. Thank you to everyone who contributed to making this evening so impactful.
02/14/2025
We are thrilled to announce the promotions of our incredible colleagues at LourdMurray! Your hard work, dedication, and positive impact on our practice and clients have not gone unnoticed. We are immensely proud of your achievements and look forward to supporting your continued growth and success. Congratulations!
12/24/2024
From our families to yours, we wish you a happy and peaceful holiday filled with joy.
Our offices will close at noon today and remain closed on December 25th for the Christmas Holiday. We will resume regular business hours on December 26th.
| Monday | 7am - 5pm |
| Tuesday | 7am - 5pm |
| Wednesday | 7am - 5pm |
| Thursday | 7am - 5pm |
| Friday | 7am - 5pm |