Luminary

Last week, our Advisory team gathered in Westport, bringing together colleagues from across our five offices for a day of learning, collaboration, and growth.    Managing Director & Senior Wealth Advisor, Michael Green, CFP®, AWMA®, kicked off the day with an inspiring welcome message, setting the tone for what followed. Our CEO, Gerald Goldberg, then shared impactful team highlights, and we had an in-depth session exploring our Family Office Services. We were also honored to welcome David Barnard, CEO of Luminary, along with his colleague, Mary H., who provided further insights into the software planning tool their team has developed that we are currently using for our Family Office clients.      In the afternoon, team-led workshops provided valuable training on the following topics: - Building a Value Stack for Clients to deepen client relationships,  - Developing our Practice with COI Referrals and Networking for relationship- building and growth  - Incorporating our new Aging Life Care Planning Services to meet our clients’ evolving needs. A special thank you to both Christopher Rafferty, CFP® and Samantha Rose for organizing this event!  #TrainingDay #TeamBuilding #FinancialAdvisory #ClientSuccess #ProfessionalDevelopment #WealthManagement   CAR20241030GYLTD

We’re excited to unveil our newly redesigned website! Explore withluminary.com to experience our refreshed look and discover how Luminary empowers firms to grow organically with new prospecting tools and deliver advanced planning for UHNW and HNW clients. https://lnkd.in/enVUFxrs #estateplanning #wealthtech

Last week, the Luminary team had the incredible opportunity to come together for an offsite in New York City. We were able to collaborate live on product enhancements, hear directly from leadership and advisors, and hone our shuffleboard skills. Personal connection is key to our core ethos, and we value every opportunity we have to collaborate together in-person. Want to join us? We're hiring! View our open roles and apply now: https://lnkd.in/er7s8RvA

We're #hiring a new Customer Success Manager in New York, New York. Apply today or share this post with your network.

Introducing the latest addition to Luminary — client balance sheet reports. Get a comprehensive summary of your client’s net worth, organizing assets and liabilities intelligently, so you can facilitate engaging and effective estate planning conversations. Most software tools available today lack robust support for distinguishing assets held within and outside of a family’s taxable estate. Luminary addresses this gap with a purpose-built balance sheet that’s automatically created from our system of record and asset information from portfolio reporting tool integrations. Learn more about our latest update and schedule a demo with our sales team at the link below! https://lnkd.in/eChEF2kB

We're #hiring a new Customer Success Manager in New York, New York. Apply today or share this post with your network.

✔️ Time saved ✔️ Accuracy improved ✔️ Deliverables created faster Luminary’s new Dispositive Provision Templates feature is the latest innovation automating manual tasks for wealth advisors. Advisors can now apply preset dispositive provision templates to construct common trust structures, making it easier than ever to map out your clients estate, or illustrate new planning ideas. Use templates to map out common estate planning strategies, from standard pour-over will provisions, to more complex A/B/C trust structures. Luminary will then update the estate waterfall diagram, calculate estate taxes, and project beneficiary outcomes. Don’t see the structure you’re looking for? You can also create and save custom templates to apply across your clients. Read on to learn more about how Luminary is helping advisors streamline estate planning with templates: https://lnkd.in/epaY3tzF #estateplanning #wealthmanagement #wealthtech #innovation

It’s been a fantastic year of award and recognition for Luminary. Each accolade has been a testament to the transformative impact our technology is making on the wealth management industry. Today, we are excited to announce that we have been selected as a finalist in Think Advisor’s ‘Luminaries’ Awards 2024, under the Specialized Planning Applications - Innovation category. Amongst a record-breaking number of nominations, Think Advisor has recognized Luminary as one of the most innovative firms in the industry. Luminary is enabling advisors to provide bespoke estate planning at scale, helping them grow their high-value client base, deepen client relationships, and improve retention. A heartfelt thank you to the esteemed ThinkAdvisor judges Joel Bruckenstein, Liz Fritz, Craig Iskowitz, and congratulations to all the other inspiring finalists!

Introducing estate waterfall cash flows... With Luminary's newest feature, you now have the power to simulate how liquidity events, income sources, distributions, and even lifestyle expenses can impact a family’s legacy over time. With Luminary's newest waterfall cash flow feature, you can now: 🔄 Create recurring or one-time cash flows 📈 Set income or expense growth rates ⏳ End cash flows based on death events or trust termination With estate waterfall cash flows, now you have even greater control and accuracy in modeling your client's estate outcomes in Luminary. Curious to see it in action? Book a demo with our sales team.

Our CEO, David Barnard, was recently featured in Family Wealth Report’s Acclaim Magazine. David discusses his vision for the future of wealth management, the story behind Luminary and how it solves the biggest challenges faced by advisors, and considerations in assessing new technology. Link to the full article in the comments below. #WealthManagement #WealthTech #innovation