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Unified Intelligence for the Modern Family Office

Unified Intelligence for the Modern Family Office

Luminary is the first AI-native platform engineered for the complexities of preserving multi-generational wealth. Align stakeholders, uncover strategic opportunities, and ensure discreet, sovereign security for your family's legacy.

Luminary is the first AI-native platform engineered for the complexities of preserving multi-generational wealth. Align stakeholders, uncover strategic opportunities, and ensure discreet, sovereign security for your family's legacy.

The challenge

The challenge

The Stewardship Paradox

The Stewardship Paradox

The modern family office is tasked with preserving a legacy amidst growing complexity. Critical intelligence is fragmented across generations of family members, a network of external advisors, and diverse, often illiquid asset classes. This makes unified strategic oversight, seamless succession, and proactive governance a monumental challenge, threatening both family harmony and capital preservation.

The modern family office is tasked with preserving a legacy amidst growing complexity. Critical intelligence is fragmented across generations of family members, a network of external advisors, and diverse, often illiquid asset classes. This makes unified strategic oversight, seamless succession, and proactive governance a monumental challenge, threatening both family harmony and capital preservation.

The Solution

A Unified View of Your Entire Family Ecosystem

Luminary serves as your family office's strategic command center. We provide a holistic view of the risks, opportunities, and relationships across your entire ecosystem. Our dashboard offers an immediate overview of potential new strategic investments, stakeholder sentiment, and overall portfolio performance, allowing you to act with confidence and foresight.

Core capabilities

The Pillars of Intelligent Stewardship

The Legacy Shield (Align & Govern Stakeholders)

Designed to map and understand the complex web of family and advisor relationships to ensure seamless stewardship. Our proprietary Stakeholder Mapping visualizes the entire ecosystem, identifying roles like "Decision Maker," "Influencer," and "Heir," and quantifies their influence to guide your engagement strategy and prevent governance conflicts.

The Strategic Engine (Surface Strategic Opportunities)

Designed to uncover strategic opportunities hidden within the family's network and communications. The platform transforms subtle dialogue into a quantified pipeline, identifying a €2.3M Impact Investment Opportunity based on a next-gen member's interest or a €1.1M Alternative Asset Allocation need mentioned by an advisor.

The Discretion Amplifier (Mitigate Invisible Risks)

Designed to proactively identify non-financial risks to the family's legacy and privacy. Our Risk Dashboard flags deteriorating sentiment between key stakeholders, tracks governance deadlines, and provides alerts for potential confidentiality breaches, allowing you to address issues before they escalate.

Purpose-Built for Family Offices

Engineered for the Unique Demands of Family Wealth

Our platform is engineered exclusively for the complex needs of European Private Banks, Multi-Family Offices, and Independent Wealth Managers who serve a sophisticated clientele.

Multi-Generational Wealth Stewardship

AI-powered tools to understand the distinct values, communication styles, and goals of different family generations, ensuring a smoother and more successful wealth transfer.

Multi-Generational Wealth Stewardship

AI-powered tools to understand the distinct values, communication styles, and goals of different family generations, ensuring a smoother and more successful wealth transfer.

Multi-Generational Wealth Stewardship

AI-powered tools to understand the distinct values, communication styles, and goals of different family generations, ensuring a smoother and more successful wealth transfer.

Holistic Asset Intelligence

The ability to infer strategic intent and interest related to non-bankable assets like private equity, real estate, and art collections from your ecosystem's communications.

Holistic Asset Intelligence

The ability to infer strategic intent and interest related to non-bankable assets like private equity, real estate, and art collections from your ecosystem's communications.

Holistic Asset Intelligence

The ability to infer strategic intent and interest related to non-bankable assets like private equity, real estate, and art collections from your ecosystem's communications.

Family Governance & Stakeholder Mapping

A clear, data-driven view of decision-making hierarchies and influence patterns between family principals, heirs, and their network of external advisors.

Family Governance & Stakeholder Mapping

A clear, data-driven view of decision-making hierarchies and influence patterns between family principals, heirs, and their network of external advisors.

Family Governance & Stakeholder Mapping

A clear, data-driven view of decision-making hierarchies and influence patterns between family principals, heirs, and their network of external advisors.

Integration Ecosystem

Integrate Everything, Replace Nothing

API First Approach

Our API-first, cloud-native architecture is designed to enhance your existing ecosystem, not disrupt it. We augment your core banking and CRM platforms, unlocking the value of the data you already have.

Core Banking Compatibility

Pre-built integrations for leading platforms, plus a robust API framework for custodians, trading platforms, and regulatory databases.

The Pilot Program

Co-Creating the Future of Family Office Stewardship

The Pilot Program Blueprint

We are assembling an exclusive cohort of pioneering European family offices to co-create the new standard in legacy intelligence. This strategic partnership is designed to validate the next generation of AI-native tools on your real-world data, within a secure, confidential framework.

Targeted Pilot Outcomes

The program is structured to validate specific, measurable results.

+25%

Legacy Preservation

+40%

Governance Efficiency

+23%

Strategic Opportunities

-60%

Compliance Effort

estimated typical results within first 6–12 months

Strategic Location

  • Direct access to €4+ trillion in Luxembourg-domiciled investment funds 

  • Multilingual business environment (English, French, German) 

Innovation Ecosystem

  • Access to top-tier European fintech talent and development resources 

  • Luxembourg government support for AI and financial technology innovation

Regulatory Excellence

  • CSSF (Commission de Surveillance du Secteur Financier) oversight 

  • Luxembourg's leadership in EU fintech regulatory frameworks 

EU Sovereign Cloud Security, Engineered for GDPR Excellence

27001

ISO

Regulatory Compliance

100% EU data residency with primary servers in Paris (France) and backup in Amsterdam (Netherlands) on Scaleway's Sovereign Cloud. Our platform features a GDPR-by-design architecture with built-in data minimisation and is MiFID II ready with algorithmic decision documentation.

Security Framework

ISO 27001 and SOC 2 readiness in progress, with quarterly penetration testing by independent European security firms and end-to-end encryption.

Primary data center

Paris, FR

Backup data center

Amsterdam, NL

Pricing

A Bespoke Investment in Your Family's Legacy

Pilot Program Investment

€0 setup and implementation fees during the program period.

Bespoke pricing based on the complexity of the family office structure.

Price protection for 24 months post-program.

Post-Launch Pricing

Enterprise

Our solution for family offices is a fully bespoke engagement, including custom integrations, tailored AI model development, and a dedicated support team.

Join the European Wealth Intelligence Revolution

An exclusive pilot program for forward-thinking wealth management leaders.

Zero implementation fees

Direct product roadmap influence

Exclusive network access

Success guarantee with measurable ROI

Status

Recruiting for the inaugural Q1 2026 cohort of 6 founding partners.

Timeline

Applications close November 28, 2025

Join the European Wealth Intelligence Revolution

An exclusive pilot program for forward-thinking wealth management leaders.

Zero implementation fees

Direct product roadmap influence

Exclusive network access

Success guarantee with measurable ROI

Status

Recruiting for the inaugural Q1 2026 cohort of 6 founding partners.

Timeline

Applications close November 28, 2025

Join the European Wealth Intelligence Revolution

An exclusive pilot program for forward-thinking wealth management leaders.

Zero implementation fees

Direct product roadmap influence

Exclusive network access

Success guarantee with measurable ROI

Status

Recruiting for the inaugural Q1 2026 cohort of 6 founding partners.

Timeline

Applications close November 28, 2025