I
CFO & Financial Oversight
Financial visibility and decision support
- Consolidated reporting
- Cash-flow planning
- Liquidity oversight
- Forecasting
- Financial analysis
- Entity-level reporting
Family Office Services
Bringing order and clarity to complex financial lives.
Luminara brings greater visibility, coordination, and disciplined execution to a family's financial and administrative affairs.
ClarityStewardshipLegacy
The Firm
Family-office capabilities, thoughtfully built around each family.
Luminara provides integrated CFO, advisory, and back-office support. Working alongside investment advisors, attorneys, tax professionals, and other trusted professionals, we connect information, decisions, and execution across the family's affairs.
What We Do
A holistic approach to overseeing complex wealth.
Every family is unique in its members, structure, assets, and holdings. We establish customized operations, reporting, and support to meet those needs, aggregating data across core areas and organizing it into actionable information that guides day-to-day decisions and long-term planning.
II
Family Advisory & Coordination
Coordinating decisions, structures, and advisors
- Family priorities
- Governance and next-generation readiness
- Major transactions
- Estate-plan coordination
- Meeting facilitation
III
Family Office Operations
Recurring execution and administration
- Accounting
- Bill payment
- Document management
- Tax planning and compliance coordination
- Household administration
Who We Serve
For families seeking greater coordination and control.
Luminara serves families whose financial lives have become too complex to manage through disconnected providers, informal processes, or limited internal resources. We work closely with each family as a strategic coordinator and execution partner, helping to ensure that responsibilities are clearly assigned and important matters move forward.
Growing complexity across entities, trusts, residences, and investments
A business sale, liquidity event, or significant transition
Fragmented information and disconnected advisors
Increasing financial and administrative demands
A need for family-office capabilities without building an internal team
An existing family office requiring additional infrastructure or execution support
About Luminara
A more personalized, integrated approach.
Heath Standorf is the Founder and Managing Director of Luminara Family Advisors. He advises wealthy and multigenerational families on complex financial matters, bringing clarity, coordination, and disciplined execution to their family-office needs.
Heath began his career as a tax CPA, advising ultra-high-net-worth individuals and families, including corporate executives, entrepreneurs, business owners, and real estate investors. Earlier in his career, he worked in the Goldman Sachs Family Office in New York City, supporting current and former senior executives across estate planning, complex investment portfolios, tax considerations, and liquidity planning.
Most recently, Heath built and led the family office division of a large regional accounting firm. He founded Luminara to deliver sophisticated financial guidance alongside hands-on execution, coordination, and the responsiveness of a dedicated family office.
Contact
Let's begin a conversation.
Luminara develops relationships primarily through trusted introductions. We welcome the opportunity to learn more about your family's circumstances and determine whether our services may be a good fit.
Please do not include confidential financial, tax, legal, or account details in a first message.