Your complete wealth picture. Finally clear.
LegacyTrackr turns financial complexity into family clarity that can be preserved and carried forward across generations.
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The registry for complex wealth
Past a certain size, families hire a family office to hold the whole picture. Below that size, the picture is fragmented across platforms, advisors, entities, and documents, and the job of holding it together is yours.
No single system shows the full picture clearly in one place.
So you rely on spreadsheets, memory, and disconnected tools that were never built for this level of complexity.
You should not have to piece this together manually.
LegacyTrackr does the record-keeping heart of a family office's job, as software: every asset class, entity structure, and critical document in a single dashboard, with the notes, instructions, and context that a spreadsheet can't carry. Add exit strategies for each investment. Note who to contact and why. Control exactly who can see what. And know that your financial picture is not dependent on any one file, device, or person.
Every asset class: liquid investments, real estate, private equity, operating businesses, digital assets, personal property, royalties. Link brokerage and bank balances or enter them yourself, with as much or as little detail as you want. Our onboarding team walks through it with you.
Document your entities (trusts, LLCs, LPs, foundations) and which assets they hold. See the full ownership picture in one view.
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.
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 transition, it's there.
LegacyTrackr holds the picture of what you own. It never holds the assets themselves.
LegacyTrackr cannot move money, place a trade, or touch an account. Not us, not anyone who logs in. Connected balances are read-only, and you never give us a bank or brokerage password.
Every person you invite gets exactly the access you set, and you can change it anytime. Your advisor sees only the records you choose to share.
Your data is encrypted in transit and at rest. Account numbers, access details, and documents are encrypted again individually. Two-step sign-in is on by default, and every document download is logged.
No internal access to your personal data. When you want help, onboarding and support happen on a screen share you start, or through access you grant.
SOC 2 Type 2 in process. Penetration testing by Oneleet.
No tiers. No feature gating. Every founding member gets the complete platform with dedicated onboarding support.
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Book a walkthrough and see whether LegacyTrackr fits your family.
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