Webinar: Scaling Wealth Transfer to Power Organic Growth
Join Luminary CEO David Barnard and Account Executive Pat Gordon as they discuss why organic growth is becoming the defining challenge for advisory firms in 2026, and why it increasingly depends on leading with wealth transfer. Plus, they'll show you how to scale your legacy planning with AI-powered technology.
In 2026, organic growth is becoming the defining challenge for advisory firms—driving everything from the capacity to invest in talent and technology to higher M&A multiples. As investment products are increasingly commoditized, leading advisors are moving beyond money management and differentiating by making their client’s money more meaningful—across family, philanthropy, and generations.
In this session, Luminary explores why wealth transfer has emerged as a critical growth lever, and how scaling it is a data and collaboration problem—not a legal one. When estate insights are organized and accessible, advisors gain deeper multigenerational relationships, greater visibility into a client’s full balance sheet, and a stronger role as the quarterback in their clients’ financial lives.
The session will also include a walkthrough of Estate360, Luminary’s newest capability for transforming estate documents into client-ready summaries in minutes. You’ll see how advisors use Estate360 to scale wealth transfer conversations across prospects and clients—driving organic growth without adding operational drag.
What you’ll learn:
- Why organic growth increasingly depends on leading with wealth transfer
- How scalable estate insights deepen relationships and expand opportunity
- Why technology is the key to scaling legacy planning
- How Estate360 supports consistent, client-ready growth conversations
Meet the speakers
David led the private wealth business at AllianceBernstein, overseeing more than $100 billion in client assets, and was also a Partner and member of the Operating Committee. He lives in the New York City area and is Vice-Chair of the Board of Trustees at Bronx Charter School for the Arts.
Patrick Gordon leads Luminary’s sales function and is part of the founding team at Luminary. Luminary is a data and collaboration platform purpose-built for the delivery of trust and estate, and wealth transfer services. He partners closely with Institutions, RIAs, Single and Multi-Family Offices to drive differentiated Trust & Estates experiences for their end-clients.
Patrick previously held senior sales roles at Blend Labs and Addepar. He spent the majority of his career as an Advisor at J.P.Morgan’s Private Bank assisting UHNW clients and their respective family offices with banking, investment and estate planning needs.
Webinar: Scaling Wealth Transfer to Power Organic Growth
Scaling Wealth Transfer to Power Organic Growth
LIVE WEBINAR
February 10, 2026
9 AM PT | 12 PM ET
In 2026, organic growth is becoming the defining challenge for advisory firms—driving everything from the capacity to invest in talent and technology to higher M&A multiples. As investment products are increasingly commoditized, leading advisors are moving beyond money management and differentiating by making their client’s money more meaningful—across family, philanthropy, and generations.
In this session, Luminary explores why wealth transfer has emerged as a critical growth lever, and how scaling it is a data and collaboration problem—not a legal one. When estate insights are organized and accessible, advisors gain deeper multigenerational relationships, greater visibility into a client’s full balance sheet, and a stronger role as the quarterback in their clients’ financial lives.
The session will also include a walkthrough of Estate360, Luminary’s newest capability for transforming estate documents into client-ready summaries in minutes. You’ll see how advisors use Estate360 to scale wealth transfer conversations across prospects and clients—driving organic growth without adding operational drag.
What you’ll learn:
- Why organic growth increasingly depends on leading with wealth transfer
- How scalable estate insights deepen relationships and expand opportunity
- Why technology is the key to scaling legacy planning
- How Estate360 supports consistent, client-ready growth conversations
Meet the speakers
David led the private wealth business at AllianceBernstein, overseeing more than $100 billion in client assets, and was also a Partner and member of the Operating Committee. He lives in the New York City area and is Vice-Chair of the Board of Trustees at Bronx Charter School for the Arts.
Patrick Gordon leads Luminary’s sales function and is part of the founding team at Luminary. Luminary is a data and collaboration platform purpose-built for the delivery of trust and estate, and wealth transfer services. He partners closely with Institutions, RIAs, Single and Multi-Family Offices to drive differentiated Trust & Estates experiences for their end-clients.
Patrick previously held senior sales roles at Blend Labs and Addepar. He spent the majority of his career as an Advisor at J.P.Morgan’s Private Bank assisting UHNW clients and their respective family offices with banking, investment and estate planning needs.