Increase Your Family Office Value

iVaultX is a secure, automated digital vault service designed to protect and manage essential family documents. It offers an easy-to-use platform where you can store financial records, estate documents, and personal information, safeguarding them against physical and cyber threats. By leveraging iVaultX, your family office can reduce the administrative burden, improve client retention, and enhance wealth transfer processes.

Collaborative: You work alongside families to organize their documents, using the vault as a planning tool to identify gaps and deepen relationships. Turnkey: We handle everything — scanning, organizing, uploading — and you provide the value without any administrative burden. Choose based on how involved you want to be.

iVaultX strengthens client relationships by providing a value-added service that goes beyond traditional wealth management. Families gain peace of mind knowing their most crucial documents are securely stored and accessible, and the wealth transfer process is smooth and automated. This personalized approach fosters trust and loyalty.

iVaultX securely stores wills, insurance policies, medical directives, financial records, family photographs, digital asset details (crypto wallets, NFTs), property deeds, and more. The platform ensures documents are organized, up-to-date, and available when needed most.

iVaultX enables customized generational asset transfers. You can designate recipients for specific vaults, and documents can be automatically delivered based on predefined conditions — such as a specific date, the client's passing, or incapacitation. This ensures seamless transitions without manual intervention.

We literally cannot see what families store. Each vault is encrypted individually with keys we don't possess. Even if our servers were compromised, attackers would get meaningless encrypted data. This is the same standard used by military and intelligence agencies. Our site is security scanned daily.