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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Wealth Dashboard 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

Too many places. No single view.

Your wealth is fragmented across platforms, advisors, entities, and documents.

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.

See How It Works

The Platform

Everything you own, clearly organized.

LegacyTrackr brings every asset class, entity structure, and critical document into 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.

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.

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.

Organize your structure.

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

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 transition, it's 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

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Your complete financial picture.
Organized. Accessible. Secure.

Book a walkthrough and see whether LegacyTrackr fits your family.