Building a balance sheet

Luminary’s balance sheet creates an outline of what assets your client holds across ownership structures. This guide walks through how to build out a balance sheet.

In order to build your client’s balance sheet follow these simple steps:

1. Create trusts, businesses, and holding groups

2. Add holdings to trusts, businesses, and holding groups

3. Configure & export your balance sheet view

See detailed guides for each step of the process in the pages below:

Step 1:

📄 Create trusts, businesses, and holding groups

Step 2:

📄 Add holdings to trusts, businesses, and holding groups

Step 3:

📄 Configure Balance Sheet

Step 4:

📄 Presenting the balance sheet to clients