Show Summary – Episode 8
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.
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.
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.
Speakers
David Barnard
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.
Danielle Tewes
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.
