Client Vault



The Private Client Vault™

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Investments and bank accounts held at various custodians, including 401(k), employee stock options and checking accounts

  • Checking and banking accounts at various institutions
  • Credit card and hotel reward points, frequent flier miles
  • Hotel clubs and rewards
  • Frequent flier miles
  • Liabilities such as mortgage and credit card balances, and home equity line of credit.

This vault also serves as an online document storage center. You can store and view important documents such as:

  • Digital pictures of valuables
  • Digital videos
  • Estate Plans
  • Insurance policies
  • Copies of LLCs