Put gifting on autopilot.

Smart families focus on the big picture, such as estate planning, tax-efficient wealth transfer, and investing for specific goals. With Legacy we offer solutions that help you outsmart the average family plan.

Your gifting options

We use technology to help you achieve your family goals.

Stories

Post lots of short text, photo, audio and video messages, and schedule them to be shared with family on future holidays and special events.

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Cash

Transfer a lump sum into your Legacy account, and pick future birthdays and holidays to dole it out piecemeal to your family.

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Lending

Allow family to borrow against your future money transfers, to cover medical and education expenses, or to start up a new business.

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Coming soon

Experiences

Send prepaid tickets to events, classes and travel.

New material gifts

Send toys, clothes, and family-branded merchandise.

Old family heirlooms

Give extraordinary gifts, at the right time, and with the right story.

BUSINESS SOLUTIONS

Looking for a smarter business solution?

Legacy for Advisors

Are you an advisor yourself? See how Legacy for Advisors helps advisors use our platform to achieve clients’ goals.

Explore your first goal

Start

your gifting journey

Plan

your estate

Match

family savings

This website is operated and maintained by Legacy, a division of Olam Capital, Inc. The information provided is educational only and is not investment or tax advice.