Who we serve
For the moments when a mistake is permanent.
Our clients have one thing in common: the value involved is too large, too personal or too irreplaceable to leave to trust alone.
Trading counterparties
Lead service: PaymasterFirms receiving trade payouts who need a neutral receiver, a clear fee, a ledger for every tranche and fast, verified disbursement or conversion to dollars.
Families and family offices
Lead service: Custody, Vault, ContinuitySouth Florida households holding crypto alongside tangible heirlooms who want safe long term storage, one readable statement and a plan their heirs can follow.
Collectors and dealers
Lead service: Historical escrow, VaultBuyers and sellers of rare coins, historical documents and early Bitcoin artifacts who need inspection before payment and secure storage after.
Deal principals
Lead service: EscrowBuyers and sellers in OTC trades, asset purchases and private placements who want funds released only when the written conditions are met.
Referral partners
A neutral you can name in the documents.
Estate attorneys, CPAs, wealth advisors and auction houses refer clients to Vaultify when a deal or an estate needs documented, neutral handling without the advisor taking on custody risk.
- Partner briefings and continuing education sessions on crypto in estate planning
- Plain language guides you can hand to clients
- Statements and closing records ready for your file
- Clear separation: you advise, we hold and release
Ideal first conversation
What helps us move quickly.
- An introduction from a trusted advisor, where possible
- Identity and ownership documents for every party and entity involved
- A clear record of where the funds or assets came from
- The expected size, asset type and timing of the mandate
By appointment
Bring us the mandate.
Every relationship starts with a private conversation and a documented review. Tell us what you need to receive, hold or release.