Featured in FWR Acclaim Magazine — Reshaping Private Wealth with AI

What is your vision for the future of wealth management?

Advisors are increasingly expected to provide more than just investment guidance—they must connect assets with personal, philanthropic, and multi-generational goals. We believe the challenge ahead for advisors will be how to deeply integrate legacy planning insights into the ongoing client experience—not one-off, but as a continuously updated and collaborative process.

To do that at scale, we’re building a collaborative operating system for wealth transfer that brings tax, legal, and investment professionals together around a single source of truth. In our view, the next evolution in wealth management isn’t another siloed tool—it’s a shared platform that empowers expert teams to deliver the “family office”experience high-net-worth clients now expect.

By enabling coordinated, repeatable planning across advisory teams, Luminary is helping wealth firms transform trust &estate services from a fragmented process into a scalable capability.

In what ways is AI reshaping the landscape of opportunity and differentiation in private wealth?

AI is changing the game in private wealth—not by replacing the advisor, but by accelerating access to information and amplifying advisor capacity. This is fundamentally reshaping the competitive landscape. Those who harness it will lead; those who hesitate risk falling behind.

For example, advisors spent hours parsing static documents to extract data for flowcharts, summaries, and fiduciary reports.Luminary changes that. Our AI turns documents into searchable digital records and dynamic diagrams in minutes, with a human-in-the-loop review process that maintains precision and advisor oversight.

This shift turns operational lift into strategic leverage. Advisors can engage more often, offer deeper insights, and uncover new opportunities without adding additional burden. One family office was able to prepare for a governance meeting in 15 minutes using Luminary—a task that previously consumed a full week—freeing time for real conversation and forward planning.

In a competitive market, AI empowers firms to lead with insight, not effort—in a market where personalized advice is the ultimate value driver. That’s the future of differentiation in private wealth, and it’s already here.

What has driven Luminary to achieve back-to-back Product Innovation award wins?

At Luminary, product innovation starts with people. We’ve assembled a team of exceptional product leaders and engineers who bring deep technical expertise and a shared passion for solving the complex challenges of trust and estate planning.

Equally critical is our understanding of the wealth advisory ecosystem. Our team members bring experience directly from firms like AllianceBernstein, J.P. Morgan, Goldman Sachs, and a prominent family office, among others. We're also fortunate to work closely with sophisticated customers and advisors who provide feedback, inform our roadmap, and sharpen our focus—to stay closely aligned with both the practical demands and strategic opportunities of the industry.

And importantly, we don’t just build AI solutions—we actively use AI across the organization to enhance internal workflows and increase operational capacity. This combination—of the right people, domain depth, and a culture of continuous improvement—has enabled us to not only build better tools, faster, but to evolve how trust and estate services are delivered at scale.