David Barnard

David Barnard, Founder and CEO of Luminary, shares insights from his extensive background in private wealth management. He discusses the crucial integration of technology in estate planning, emphasizing its importance for modern advisors. Barnard highlights the challenges of managing complex estate concepts and the role of storytelling in effective communication. He unveils Luminary’s platform as a bridge for collaboration among advisors and clients, allowing for dynamic planning and clear visualizations that drive client engagement and decision-making.