Future · Stage Two · Preview
Legacy Vault™ — your family's private portal.
A conceptual preview of the secure client portal included with ongoing advisory engagements. Available to advisory clients from launch.
L
Legacy Vault
The Anderson Family
AES-256 encrypted Annual review · 14 Mar
Overview
Family Snapshot
Properties
6
AU & overseas
Vehicles
11
incl. 4 classics
Businesses
3
1 in succession
Documents
84
all verified
Annual Review Schedule
- Property valuationsDue · 14 Mar
- Insurance reviewDue · 02 Apr
- Trust accountsComplete
- Family meetingBooked · 19 Apr
Trusted Contacts
- Solicitor — McLaren & Co.Sydney
- Accountant — Hartley GroupSydney
- Financial Adviser — JBWereMelbourne
- Concierge — Legacy CollectivePrimary
Monthly Subscription · From Launch
Included with advisory engagements.
Standalone Legacy Vault™ subscriptions will be available from $49 to $299 per month depending on family size, storage and concierge access. Advisory clients receive Vault access as part of their ongoing engagement.