Featured Resources

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April 28, 2025
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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Webinar
Watch On Demand: How you can gain a competitive edge with AI
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Product announcement
Bring Complex Strategies to Life: Model GRATs, CRTs, and CLT scenarios with Luminary
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Blog Post
What's new at Luminary: April update
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News
Fintech’s Next Frontier: Introducing Luminary

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Blog Post
Introducing Luminary: Technology Transforming Wealth Transfer

Luminary is a collaboration platform bringing new efficiency to how advisors connect client assets with legacy goals. Today, we’re announcing that we’ve raised $9.5mm in capital led by 8VC, along with VCs and strategic investors including Fin Capital, Focus Financial Partners, Rockefeller Asset Management Technology Ventures Group, and several family offices.

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