Luminary is a technology-driven collaboration platform that enhances how wealth advisors connect their clients’ financial assets with generational gifting and philanthropic goals. With an estimated $80 trillion set to be transferred between generations, Luminary addresses a significant gap in the advisory services market, particularly where high-net-worth clients often feel underserved. The platform integrates wealth management, legal, and tax advisory services, streamlining complex workflows to improve the delivery of trust and estate advice. Founded by a team with extensive backgrounds in software innovation and wealth management, Luminary aims to democratize access to legacy planning tools, making them more efficient and user-friendly for both advisors and their clients. The company's core values center around customer success, innovation, and collaboration, fostering a culture where team members can significantly impact the wealth management landscape while growing alongside ambitious peers.