Episode 8
January 18th 2024
Show Summary
Efi Avigdor, Founder of Wealth Dialogue will interview Danielle Tewes, senior VP or strategic accounts at K1x - AI automation software for K-1s, K-3s and 990s, and David Barnard, founder and CEO of Luminary - a collaboration platform purpose built for the delivery of trust and estate services.
About the Moderator
Efrat Avigdor, Family Office Advisor / Wealth Owner Advocate
Efi is a respected advisor with 25+ years of expertise in serving family offices and ultra-high net worth individuals (UHNW). Her profound grasp of wealth-related intricacies allows her to guide clients toward multi-generational success.
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Recognizing the complexities faced by families, Efi's approach centers on meaningful conversations. By actively listening and asking the right questions, she tailors strategic solutions, leveraging her extensive experience to address unique client needs.
Efi's dedication to using her knowledge capital for her clients' benefit has earned her trust as a reliable advisor. She is committed to nurturing enduring relationships built on trust and integrity while ensuring her clients' long-term financial well-being.
About Luminary
Represented by David Barnard, Founder and CEO
Luminary is a vertical SaaS company founded in 2022, providing purpose-built data and application solutions that streamline the delivery of trust & estate services. We power how advisors connect client assets with generational gifting and philanthropic giving goals. Customers include wealth management firms, family offices, and law practices.
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About David
Before founding Luminary, David was at AllianceBernstein for 23 years. There he was a Partner and member of the firm’s Operating Committee, and most recently served as Head of the Private Wealth business group managing more than $100 billion in client assets. His prior leadership roles in Bernstein’s top-ranked institutional research business included Director of US Research and Global Head of Sales.
In the community, David is Vice-Chair of the Board of Trustees at Bronx Charter School for the Arts (Bronx, NY), and a Partner at Social Venture Partners (Westport, CT). He previously served on the Board of Directors at the Family & Children’s Agency (Norwalk, CT).
David earned a BA from the University of Notre Dame, and an MBA from the Tuck School at Dartmouth. He lives in the New York City area with his family and two rescue dogs.
About K1x
Represented by Danielle Tewes, Senior VP of Strategic Accounts
K1x is the leading data distribution platform for alternative investments. The fintech company's patent-pending, AI-powered SaaS solution digitizes and distributes IRS Schedules K-1, K-3, and 990 data seamlessly–connecting investors, advisors, tax software, portals, accounting firms, IRS and state taxing authorities–simplifying complex processes, accelerating filings, reducing costs, and delivering greater control, transparency, and accessibility.
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About Danielle
Danielle is currently Senior Vice President of Strategic Accounts. This position was created to invest dedicated resources to K1x’s top 30 accounts, ensuring that these clients are seeing high levels of adoption and ROI with their K1X product mix. Danielle spent 15 years in public accounting, working in tax compliance & consulting as well as the tax technology function. Her background in public accounting provides her with a unique skillset to help clients realize significant value, while also fostering deep relationships for mutual benefit.
Show Breakdown (based on the audio file)
01:25 - Luminary overview
03:30 - K1x overview
08:20 - Securing early adopter clients as young technology companies
20:00 - The 'why' behind, product trials, and other de-risking strategies
33:35 - Implementations, training and change management
42:25 - Quantifying return on investment
51:30 - Security standards
Also see: K-1 Hell: Applying Lessons Learned To Turn Down The Heat