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LegacyTrackr is the family office platform for families who run it themselves. One private place for everything you own, under your control, shared with the people you choose.
Family office platforms can easily cost $100,000+ a year. We are $2,500, all in.
Book your setup callWe'll start mapping it out together, right on the call.
No obligation. Your assets, your data, always secure and private.
We built LegacyTrackr for ourselves.
We looked at every platform. The institutional ones assumed a staff we don't have: analysts, committees, a six-figure license. The portals only saw what the brokerage saw. And all of them belonged to someone else's business model.
We also realized we weren't unusual. In most first and second generation families, a handful of people make the decisions about investments, giving, and strategy. No staff, no committees, no reporting built for twelve stakeholders. The over-engineered institutional layer isn't something those families are missing; it is something they never needed.
We wanted a place to bring it all together. The accounts, the entities, the real estate, the private deals, the documents, and the instructions that go with them. A way to see complex wealth whole, and to share it with the people who need to know.
We wanted a platform we control, not a portal someone else gave us. We couldn't find it, so we built it.
Your complete balance sheet: every asset class, one net worth view.
The family office function, without the apparatus.
A family office keeps the whole picture: what exists, what it's worth, where the documents are, and what the plan is. That is the job LegacyTrackr does.
See it whole
Every holding in one private place: accounts, entities, real estate, private investments, operating businesses, digital assets, and the documents behind them. One clear picture, so decisions start from the whole balance sheet instead of a search through logins.
Keep it yours
You own the platform, not an advisor. You decide what goes in and who ever sees any of it, and you can keep it entirely to yourself. Nothing about your picture routes through anyone else's system or business model.
Share the plan
When you choose, bring in the people who need to understand it. A spouse with full access, children with a high-level view, an advisor with only what you grant. With instructions attached, so the plan can be carried forward, not reconstructed.
Your estate documents in one vault: will, trusts, powers of attorney, instructions.
A complete Personal Financial Statement, generated in seconds, whenever your attorney, banker, or CPA needs one.
Family office function, at software prices.
A traditional family office runs on people: analysts, an administrator, institutional software. The platforms built for that world start at $65,000 a year, and the office around them runs well past $100,000.
LegacyTrackr is $2,500 a year, or $250 a month. One flat price, no tiers, no feature gating, no per-seat math.
Up to 2.5 hours of setup help, included, so you never start from a blank form. Try it at no cost for {{ freeMonths }} months on monthly, or take 25% off your first year annual. Booking the call costs nothing and takes no card.
Either way you get help getting set up. Start on your own and we offer you a setup call right after you sign up.
What we built this on.
Questions first? Reach us at {{ email }}.
The things people ask first.
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The greatest gift you leave behind is not money; it's clarity for those you love.
Book a setup call. Up to 2.5 hours of help included, and your first {{ freeMonths }} months at no cost.
Book your setup callWe'll start mapping it out together on the call.