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A FAMILY DYNASTY FOR EVERYONE

Wealth rarely survives three generations.

Good legal and tax planning will not change this. The problem is typically communication breakdown within the family, and unprepared children.

The solution is involving the entire family in multi-generational planning, incorporating group decisions into the plan, and teaching the family to communicate, be open, trust, be accountable, build consensus, share values, and unify behind a common mission.

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Our mission is to build 100 generation wealth.

Legacy is your technology partner for family estate planning. We work with your existing legal and tax advisors, and bring your family into the mix. We provide the toolset for you to be your family’s stress buffer, family watchdog, roots, arbitrator, and supporter, long after you leave this world. We then help your children and grandchildren build on your legacy.

PERSONALIZED GUIDANCE

Build the digital you.

We'll help you create meaningful, short-form content today, that can be delivered by "avatars" that look and sound like you in the future. As technology evolves, the content archive you and your family build together will become richer and more conversational.

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TAX-SMART TECHNOLOGY

Send gifts forever

Our platform provides financial advisors with many options to personalize tax efficiency of gifts, protect your assets, let you choose how to invest funds until they're paid out, and set triggers for payouts. Complement your 529 account and trust, with no minimums, low costs, and online setup in minutes.

FAMILY-TO-FAMILY LENDING

Give family a safety net.

Handling a loan is complicated. A loan on future gifts is more complicated. We handle the logistics of payments, including setting up automatic transfers between accounts, and providing documentation for taxes. We also report activity to credit bureaus, helping your family build credit.

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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.

© 2019 Olam Capital, Inc. All rights reserved.