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.

  • If you are a subscriber of Commercial Empire Deal Flow, we offer a 30 Day Money-Back Guarantee.

Release of Liability 

In consideration of being allowed to participate in any way and any event or activity coordinated by the Legacy Family Mastermind, Commercial Empire, Legacy Wealth Education LLC, Legacy Wealth Holdings LLC, or any affiliates, representatives, members, agents, or owners of each (“Company”), and receipt of any information, documents, systems, processes, resources, or materials, the undersigned acknowledges, understands, and agrees that:

1. The risk of injury from any activity involved in this program may be significant, including the potential for permanent paralysis and death, and while particular skills, equipment, and personal discipline may reduce this risk, the risk of serious injury does exist, no matter how strenuous or not the activity may be.
2. The participation, implementation, attempted implementation, involvement in, or use of any idea, process, document, resource, hiring, recommendation, collaboration, venture, enterprise, or collective effort may involve significant risk of loss or liability.
3. I KNOWINGLY AND FREELY ASSUME ALL RISKS, both known and unknown, EVEN IF ARISING FROM THE NEGLIGENCE OF THE RELEASEES (defined below) or others, and assume full responsibility for my participation in any event or activity, as well as for participation, implementation, attempted implementation, involvement, or use of any idea, process, document, resource, hiring, recommendation, collaboration, venture, enterprise, or collective effort.
4. I willingly agree to comply with any stated and customary terms and conditions for participation in any event, including events through third party companies. If, however, I observe any unusual significant hazard during my presence or participation, I will cease participation and bring such to the attention of the Company immediately;
5. I acknowledge that it is my responsibility to bring to the attention of the Releases any condition or conditions, medical or otherwise, which may affect my participation in any event or activity or affect Releasees potential liability for my participation.
6. I, for myself and on behalf of my employees, agents, representatives, affiliates, heirs, assigns, personal representatives and next of kin (“Releasors”), HEREBY EXPRESSLY AND VOLUNTARILY RELEASE, INDEMNIFY, AND HOLD HARMLESS THE LEGACY FAMILY MASTERMIND, COMMERCIAL EMPIRE, LEGACY WEALTH HOLDINGS LLC, LEGACY WEALTH EDUCTION LLC, THE AFFILIATES OF THE AFOREMENTIONED, and their officers, owners, officials, agents and/or employees, other participants, sponsoring agencies, sponsors,
advertisers, speakers, presenters, and, if applicable, owners and lessors of premises used for the activity or event (“Releasees”), WITH RESPECT TO ANY AND ALL INJURY, DISABILITY, DEATH, LIABILITY, CLAIM, DEMAND, CAUSE OF ACTION, or loss or damage to person or property, WHETHER ARISING FROM THE NEGLIGENCE OF THE RELEASEES OR OTHERWISE, to the fullest extent permitted by law.
7. Except as set out in Section 7(b) below, “Confidential Information” means any information that the undersigned learned, learns, or obtains regarding the Company or generally relating to the operation of the Company’s business that: (i) derives independent economic value, actual or potential, from not being generally known to, or not being readily ascertainable through proper means by, other persons who can obtain economic value from its disclosure or use, and (ii) is the subject of efforts that are reasonable under the circumstances to maintain its secrecy, in each case, whether disclosed orally or disclosed or accessed in written, electronic, or other form or media, and whether or not marked, designated, or otherwise identified as “confidential”. Confidential Information includes but is not limited to any information, documents, systems, processes, resources, or materials disclosed or presented by Company.

1. The undersigned shall:

1. protect and safeguard the confidentiality of all such Confidential Information with at least the same degree of care as the undersigned would protect his own
Confidential Information, but in no event with less than a commercially reasonable degree of care;
2. not use the Company’s Confidential Information, or permit it to be accessed or used in any manner to the Company’s detriment, including through dissemination
of the information or materials to others except after express, written consent of Company;
3. not disclose any such Confidential Information to any person or entity, except to the undersigned’s
representatives who:

1. need to know the Confidential Information to assist the undersigned, or act on his behalf, in relation to the undersigned’s business;
2. are informed by the undersigned of the confidential nature of the Confidential Information; and
3. are subject to confidentiality duties or obligations to the undersigned that are no less restrictive than the terms and conditions of this Agreement.
4. remain liable and responsible for any breach of this Agreement caused by any of his representatives, agents, or affiliates.

2. Except as required by applicable federal, state, or local law or regulation, the term “Confidential Information” as used in this Agreement does not include information that:

1. at the time of disclosure is, or thereafter becomes, generally available to and known by the public other than as a result of, directly or indirectly, any violation of this Agreement;
2. at the time of disclosure is, or thereafter becomes, available to the undersigned on a non-confidential basis from a third-party source, as established by documentary evidence, provided that such third party is not and was not prohibited from disclosing such Confidential Information to the undersigned by a legal, fiduciary, or contractual obligation to the Company;
3. was known by or in the possession of undersigned or his representatives, agents, or affiliates as established by documentary evidence, before being disclosed by or on behalf of the Company; or
4. was or is independently developed, as established by documentary evidence, without reference to or use of, in whole or in part, any of the Company’s Confidential Information.

8. I, for myself and on behalf of Releasors, understand that the Company hereby retains its entire right, title, and interest, including all intellectual property rights, in and to all of its Confidential Information. Any disclosure of such Confidential Information under this Agreement is not, and Releasors may not construe such disclosure as, an assignment, grant, option, license, or other transfer of any such right, title, or interest whatsoever to the undersigned, the Releasors, or any of their agents, representatives, or affiliates. I, for myself and on behalf of Releasors, agree not to release, disburse, sell, distribute, disseminate, or otherwise monetize the Confidential Information, whether in original form or repackaged form, and not to otherwise compete against Company in the information and education of others with regard to the Confidential Information.
9. I, for myself and on behalf of Releasors, further agree that I will not bring claim or suit against Releasees for damages or losses sustained as the result of my participation in any event or activity with Releasees, and agree to indemnify and hold Releasees harmless from all claims, judgments, and costs, including attorney fees and legal costs incurred in connection with any action brought as a result of my participation or other breach of this Agreement, whether brought by me or brought by Company against me.
10.I, for myself and on behalf of Releasors, acknowledge, understand, and agree that the discussions had within the Legacy Family Mastermind and Commercial Empire are not legal advice, do not create an attorney/client relationship between any of Releasees and myself, and are not to be construed as advice or recommendations by Releasees. Rather, all discussions are the opinion of the speaker herself or himself, based on the experiences of the individual speaker, and not necessarily the views or opinions of Legacy Wealth Holdings LLC or Legacy Wealth Education LLC.


○ If you are a subscriber of Legacy Wealth Academy, you may cancel your membership at any time.
○ If you are a purchaser of Commercial Empire, we typically will not issue a refund or cancellation. In certain circumstances, we may allow you to defer your registration to our next event held.

○ If you are a subscriber of Legacy Family Mastermind, click here to see our membership terms and conditions

○ If you are a subscriber of Commercial Empire Deal Flow, we require a 24 hour cancellation notice prior to your yearly renewal date.

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.