Legacy Wealth Holdings

Legacy Wealth Holdings Policy

Our current services and events are delivered by the Internet. Once you have purchased, we will send you a confirmation using the email address you provided on our order form.

Refund and Cancellation Policy

Our team is committed to delivering high-quality events and services for you. We stand behind our services and your satisfaction with them is important to us. In the case you may have any questions or concerns about our services, we encourage you to reach out to us.

No Refunds

Due to the exclusive and digital nature of our services and events, we generally offer no refunds.


For services that allow cancellations include: Legacy Boardroom membership subscription after the first month. The cancellations will not refund the Legacy Boardroom entry fee of $12,000. If you cancel the membership before it renews the following month, access to the service ends at the end of the monthly cycle from your initial date of purchase. Failure to cancel the service before the next month renews also does not authorize a refund.

Privacy Policy

Legacy Wealth Holdings operates the LegacyWealthHoldings.com website. This “Privacy Policy” is used to inform website visitors and customers about our policies regarding the collection, use, and disclosure of Personal Information (Personally Identifiable Information) if anyone decides to use our Service, the LegacyWealthHoldings.com website.

If you choose to use our Service, then you agree to the collection and use of information in relation to this policy. The Personal Information that we collect is used for providing and improving our services. We will not use or share your information with anyone except as described in this Privacy Policy.

Legacy Wealth Holdings respects the privacy rights of its online visitors and customers. We recognize the importance of protecting information provided, compliant to the guidelines of the Data Protection Act (1988).

Information Collection and Use

Legacy Wealth Holdings collects a variety of information that you provide directly to us. We process your information when necessary to provide you with the services that you have requested, where we may have obtained your prior consent, or where we have a legitimate interest to do so.

How we collect information:

  • Requests and information you submit to us via forms or email
  • Your communications and dealings with us
  • Requests for support and assistance
  • Your browser that may provide log data

How we use your information

We may use your Personal information to contact you with updates, promotions, and other information that would help us better serve you or allow you to learn more about our services and products. We use the information we collect from you in the following ways:

  • To allow us to deliver the type of content, communications, and service offerings in which you are most interested
  • To improve our website and content in order to better serve you
  • To allow us to better assist you when responding to your requests and concerns
  • To properly follow up after correspondence (email, messages, or phone inquiries)


Cookies are files containing small amounts of data, which may include an anonymous unique identifier. Cookies are sent to your browser from a website and stored on your computer. Like many websites, we use cookies to collect information. You can set your browser to refuse all cookies or to indicate when a cookie is being sent.


The security of your Personal Information is important to us, but keep in mind that no method of transmission over the Internet, or method of electronic storage, is 100% secure. While we strive to use commercially acceptable means to protect your Personal Information, we cannot guarantee its absolute security.

Our website is regularly scanned for security holes and known vulnerabilities in order to make your visit to our site as safe as possible. Your personal information is contained behind secured networks and is only accessible by a limited number of persons who have special access rights to such systems, and are required to keep the information confidential.

Third-Party Disclosure

Other than as noted elsewhere in this policy, we do not sell, trade, or otherwise transfer your Personally Identifiable Information to outside parties unless we provide users with advance notice. This does not include website hosting partners and other parties who assist us in operating our website, conducting our business, or serving our users, so long as those parties agree to keep this information confidential. We may also release information when appropriate to comply with the law, enforce our site policies, or protect ours or others’ rights, property or safety.

Changes to This Privacy Policy

This Privacy Policy is effective as of November 2020 and will remain in effect except with respect to any changes in its provisions in the future, which will be in effect immediately after being posted on this page.

We reserve the right to update or change our Privacy Policy at any time; you may wish to check this Privacy Policy periodically. Your continued use of our Service and website after we post any modifications to the Privacy Policy on this page will constitute your acknowledgment of the modifications and your consent to abide and be bound by the modified Privacy Policy.

If we make any material changes to this Privacy Policy, we will notify you either through the email address you have provided us, or by placing a notice on our website.