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News
Featured in FWR Acclaim Magazine — Reshaping Private Wealth with AI

Luminary CEO, David Barnard, was recently featured in Family Wealth Report's Acclaim Magazine 2025, where he discusses Luminary's back-to-back win for the Family Wealth Report "Product Innovation" Award. Check out his interview below.

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Blog Post
How AI Helps Advisors Attract and Engage New Clients with Ease

Discover how AI-driven solutions improve collaboration, streamline marketing for estate planners, and elevate client services for long-term success.

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News
Why Julia Kosinski Joined a Trust & Estate Software Company

Luminary's newest hire, Julia Kosinski, J.D. LL.M., spoke with Michael Thrasher from Modus News, a leading family office newsletter, about her decision to join a software company after years of in-house practice and family office experience. Read on to hear more about her thoughts on wealth tech and integrating AI into your practice.

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Blog Post
What's new at Luminary: June update

This month, we’re excited to announce a major new integration with eMoney—plus, Luminary took home two Family Wealth Report Awards! From smarter Excel exports and DSUE inputs to new client presentation tools and onboarding enhancements, there’s plenty to explore. Don’t miss our upcoming webinar on turning market volatility into a strategic advantage.

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Blog Post
Fortifying Client Trust: How Private Wealth Management Software Transforms Data Security

Learn how private wealth management software protects client data. Explore Luminary’s security tools, best practices, and examples.

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Blog Post
What's new at Luminary: May update

This month, we’re bringing you powerful new tools to educate, customize, and deliver more impactful client experiences. From white-labeled education slides to AI-powered presentation notes, there’s a lot to explore. Plus, come say hello at one of several events we'll be attending this month, including AddeConf25, NY Estate Planners Day, FOTechHub’s Demo Day, and the Family Wealth Report Awards. Dive into all the latest updates below.

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Product announcement
Single Entity Overviews: Elevated for Maximum Client Impact

Estate planning professionals understand that explaining complex trust and business structures to clients requires both clarity and visual appeal. Today, we're excited to announce significant enhancements to Luminary's Entity Overview feature—transforming a once time-consuming process into a streamlined experience that produces beautiful, client-friendly deliverables in minutes.

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Blog Post
Top Ten Best Practices for Generational Wealth Transfer: Ensuring Clarity and Confidence with Luminary’s Tools

Streamline generational wealth transfer with expert strategies and Luminary’s technology, ensuring clear communication, tax efficiency, and wealth preservation.

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