Leave them answers, not questions.

LegacyTrackr turns financial complexity into family clarity that can be preserved and carried forward across generations.
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Wealth Platform for Complex Portfolios
LegacyTrackr portfolio dashboard showing allocation, performance, net worth, and projected income across all asset classes

Private Equity·Real Estate·Trusts & LLCs·Public Equities·Operating Businesses·Royalties & Minerals

Families spend an average of 6-18 months piecing together the full financial picture after a transition.

The Problem

Right now, everything depends on you.

You know where everything is. You know how it fits together. You know who manages what.

But no one else does.

If something happened, your family would be forced to rebuild the full picture from fragments. Accounts, entities, documents, conversations. All under pressure.

  • Your spouse may know 30% of the picture
  • Your estate attorney has the trust docs but not the full financial map
  • Your financial advisor knows the accounts they manage, not the other 60%
  • Your accountant pieces together a snapshot once a year at tax time
  • No one else could step in and understand it without rebuilding everything from scratch

This is not a technology problem. It is a continuity problem.

See How It Works
The Platform

Everything your family would need, already in one place.

LegacyTrackr brings every asset class, entity structure, and critical document into a single dashboard. See your full allocation, track what matters, and know that the complete picture exists so the full picture exists somewhere your family can access without rebuilding it.

Portfolio allocation across asset classes with dollar amounts Private equity performance showing invested vs current value
How It Works

Three steps to a complete picture.

01

Add your assets.

Every asset class: liquid investments, real estate, private equity, operating businesses, personal property, royalties. Add as much or as little detail as you want. Our onboarding team helps with the heavy lifting.

02

Organize your structure.

Document your entities (trusts, LLCs, LPs, foundations) and which assets they hold. See the full ownership picture in one view.

03

Control access.

Invite a spouse, business partner, advisor, or family member. Set permissions for each person. You decide who sees what, and you can change it anytime.

Take the Family Clarity Assessment
Beyond Organization

Document your playbook. Share it on your terms.

Right now, you know where everything is. You know who manages what, which entities hold which assets, and where the documents are. That knowledge has real value: to your family, your partners, and your advisors.

LegacyTrackr makes sure that knowledge lives somewhere accessible, not just in your head. So when anyone needs it, for tax season, estate planning, a liquidity event, or a family transition, it's all there.

"I realized that 20+ investments, multiple entities, and real estate across two states all made perfect sense to me. But only to me. If my family, my attorney, or my accountant ever needed the full picture, they'd be starting from zero."
Steve McKeever, Founder
Founding Member Pricing

One plan. Full access. White-glove onboarding.

No tiers. No feature gating. Every founding member gets the complete platform with dedicated onboarding support.

Founding Member
$2,500/year
or $250/month
Full platform access: every asset class, entity, and document type
White-glove onboarding (2.5 hours included)
Invite family members, partners, or advisors with role-based permissions
Encrypted and secure. Your data is never sold or shared.
Start Signup

Have a referral code or coupon? Apply it at checkout.

You spent decades building it.
Spend two hours making sure it is never lost to confusion.

Book a walkthrough and see whether LegacyTrackr fits your family.

Request a Demo