Who may need Vault’s services
Anyone who would like to drop the burden of managing its wealth, lawyers, accountants, tax advisors, banks, etc. and to protect its wealth.
How “rich” should I be to make sense doing wealth structuring?
Historically, the perception has been that wealth management, wealth structuring and family office services were richman’s luxury. This is not true anymore. Since these concepts were first introduced, financial, banking and legal services have become widely accessible and considerably cheaper. We are taking advantage of this positive development. Given how efficient and affordable our services are, we entirely dropped minimum capital requirement. It makes sense to knock at Vault’s door at any phase of life.
Can I pick only part of the services?
Yes. Our services are extremely client-sensitive. We usually tailor solutions to each client.
Do I need to understand legal, financial or wealth management concepts before I call to Vault?
No. Whole point of Vault is to relieve your from focusing on things which do not directly contribute to your wealth accumulation and growth. We can have productive discussion even if you are not represented by a lawyer, financial or tax advisor.
Who do I deal with on daily basis when I mandate Vault?
You will not have to deal with Vault on daily basis, unless you are willing to do so, since once the structure is set, it can run with minimum involvement. You will be dedicated one senior person who will interact with you on all matters (instead of 4-5 different professionals in the world outside Vault).
Do I lose control over my wealth? Can I dissolve the structure? Can I have “red button”?
Yes, yes and yes. You can give up or retain as much control as you wish. You can always keep “red button” and undo everything.
How do you bill?
We charge fixed annual retainer and fixed transaction fee with flexible payment terms. We do not bill hourly. Where third party services are involved, we pass through their costs. We do not charge for others’ work.