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Luminary

In PWD coverage since September 10, 2026 · 9 stories

3Deals on our tracker

Deal recordFull tracker →

Sep 9, 26Deal closedRockefeller · BNY · Focus Financial Partners · 8VC · Fin Capital · Ten Coves Capital — coverage

Sep 9, 26Deal closedRockefeller · BNY · Focus Financial Partners — coverage

Sep 9, 26Deal closedRockefeller · BNY · Focus Financial Partners · 8VC · Fin Capital · Ten Coves Capital — coverage

PWD coverage

The Close

The transfer is a governance test. Families are buying paperwork.

Bank of America's ultra-high-net-worth study finds 61% of $25 million-plus clients fear what an inheritance will do to their children's motivation, and the industry's answer so far is more trust drafting than trustees.

The Close · Sep 15Direct indexing's trillion-dollar forecast is a platform stat, not demand

Deals & PE · Sep 13Real assets closed; AI and wealth kept talking

book · Sep 13Luminary's $22 million round is a bet on the estate-document layer

Features · Sep 12AI has entered the client meeting, and fees haven't moved

Deals & PE · Sep 10Three wealth platforms just bought a stake in the estate file

Moves · Sep 10The estate-planning attorney's new client is the multi-state RIA

M&A · Sep 10Envestnet's Vestmark price is a retention hedge

Deals & PE · Sep 10Luminary's $22 million round puts its buyers on its cap table

Luminary

The transfer is a governance test. Families are buying paperwork.

The Morning Brief