Family Tree Diagrams: Turning Complex Relationships into Strategic Clarity

Luminary’s Family Tree diagram introduces powerful new capabilities like AI-powered data extraction, nuanced relationship mapping, and customizable presentation options. Advisors can now build client-ready visuals in minutes, tailoring what’s shown—such as age, residence, or deceased status—to fit the audience. The result is less time on manual diagramming and more time for strategy, conversations, and deeper client engagement.

Family Mapping Can Be Challenging

Multi-generational wealth planning always starts with the family structure — but for advisors, capturing and visualizing this information can be time-consuming and manual.

• Manual, inconsistent workflows: Most family diagrams live in handwritten notes, fragmented spreadsheets, or static PowerPoint slides or Vizio diagrams.
  
  
• Limited visibility: Blended families, multiple marriages, or extended family branches are difficult to visualize and rarely make it into client deliverables.
  
  
• Time-consuming preparation: Advisors spend hours building visualizations clients love, but these diagrams often can’t be reused or updated easily.

The cost isn’t just inefficiency. Without clear visualization, advisors risk overlooking generational dynamics, missing planning opportunities, and struggling to communicate the true value added to the entire family.

The New Way to Present Family Trees in Luminary

The Luminary Family Tree visualization was designed to make documenting and presenting family structures fast, intuitive, and flexible.

What once took hours can now be completed in minutes. Advisors no longer need to stitch together disjointed data records, and instead can create a single deliverable that automatically updates as the client’s family structure changes. The result is faster preparation, more accurate documentation, and client-ready visuals that adapt as relationships evolve.

Key capabilities include:

• Automated data extraction: Luminary will automatically extract people and relationships from planning documents. Relationships can also be imported directly from third party systems including eMoney and Addepar.
  
  
• Comprehensive relationship mapping: Capture nuanced connections like ex-spouses, domestic partners, grandchildren, and children of siblings.
  
  
• Critical context at a glance: Mark individuals as deceased (with optional date of death), show or hide ages or states of residence, and attach notes to any family member.
  
  
• Configurable presentation: Tailor what’s displayed—whether simplifying for a client conversation or keeping full details for internal planning.
  
  
• Client-ready exports: Deliver polished, intuitive visuals that communicate complex family structures with ease.

Benefits for Advisors and Clients

Luminary’s updated Family Trees bring tangible benefits to both advisors and their clients:

For Advisors

• Save time: Reduce preparation to just minutes by auto-generating trees from existing data.
  
  
• Improve accuracy: Ensure family context is captured consistently and updated dynamically.
  
  
• Enhance conversations: Use visuals to explain strategies and surface opportunities—without overwhelming clients.
  
  
• Differentiate your practice: Deliver materials that are more customizable and data-rich than any manual diagram.
  
  

For Clients

• Clearer understanding: See how their family dynamics influence planning decisions.
  
  
• More personalized advice: Feel confident that recommendations reflect their unique family situation.
  
  
• Stronger trust: Know that their advisor is equipped to handle complex, multi-generational challenges.

A Differentiator for Strategic Advisors

Beyond time savings, Family Trees help advisors unlock new value in client relationships.

By visualizing the entire family structure, advisors can spot gaps, succession vulnerabilities, and generational opportunities that may remain buried in static documents. With configurable views, they can adapt the diagram to highlight exactly what matters for each conversation—whether that’s simplifying a blended family for a client discussion or drilling into detailed relationships for internal collaboration.

This isn’t just a diagram—it’s family intelligence. Family Trees turn static information into a dynamic, living record that evolves alongside the client’s needs.

See It in Action

The new Family Tree diagrams are launching as part of Luminary’s deliverables workflow—making it easier to deliver beautiful, intuitive materials that clients will value for generations.

Book a demo to see how Luminary helps advisors transform complex family relationships into clear, actionable planning strategies.

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