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Strengthen Your Family Office Value

 

Set your Family Office apart by offering automated document vaults for every member of each family you serve, providing them with reliable access to their financial & other essential records with the capability to pass down crucial information across generations.

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Your Family Office Isn’t in the Document Management Business

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Family offices excel at wealth management, but handling client documents, estate records, and wealth transfers is an overwhelming administrative burden. Without a secure, streamlined system, critical documents can go missing, be vulnerable to loss, fire, water damage or even cyber threats. With Our Digital Vault Service, you provide a high-value offering that enhances client protection while making your family office more efficient.

It’s a win-win.

 

Wins for Your Family Office

✅ You Focus on Advising, We Handle the Documents – No more chasing down paperwork or managing fragmented records.

✅ Seamless Wealth Transfers, Zero Gaps – Auto-deliver critical documents to heirs and trustees when needed.

✅ Reduce Administrative Burden – Free up your team’s time by outsourcing document organization, security, and updates.

✅ Stronger Client Retention & Trust – Stay top-of-mind by offering a value-added service that clients rely on.

✅ Differentiate & Elevate Your Offering – Go beyond investment management with holistic wealth protection.

Wins for Member Families

✅ Instant, Secure Access to Vital Documents – No more scrambling in emergencies or estate transitions.

✅ Automated Wealth Transfer Planning – Key documents are auto-delivered to heirs, eliminating confusion and missing assets.

✅ Protection from Cyber & Physical Threats – Fire, cyberattacks, legal disputes—sensitive data is always safe.

✅ Less Stress, More Confidence – Families know their wealth, estate plans, and personal records are fully protected.

✅ One Trusted Place for Everything – No more scattered documents or outdated estate plans causing issues down the line.

Give Your Clients a Service They Can’t Get Anywhere Else!

We'll Organize, Scan & Upload All Their Important Documents

 

Our advanced digital vaults safeguard your clients' most precious information, including insurance policies, bank accounts, social media credentials, family photographs, estate planning documents, and special wishes, providing timely and secure access when needed the most.

 

 

DIFM

 

 

 

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We'll Set Up an Online Will & Funeral Plan

 

Unless you have already prepared a will for each member family, we can help prepare a simple will for them using our premade templates. If they do not have coverage for digital assets, we can help with their codicil.

Protect Crypto Wallets, Bank Accounts & Other Finances

 

Crypto wallets, bank accounts, encrypted private key access, and other financial assets are organized so that loved ones can easily locate them if a family member is incapacitated or is unavailable.

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Generational Asset Transfer

 

We can assign different recipients for different vaults that can include different asset information such as finances, insurance or anything else they desire. Options to deliver vaults based on date, manually, or in case of an emergency such as death or incapacitation.

 

BONUS - Your Brand in Your Clients' Wallets

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In addition to protecting their assets, your clients will get valuable emergency wallet cards. These serve as essential emergency contacts and durable business cards featuring your details, ensuring your clients will cherish and keep them.

 

WE ARE SERIOUS ABOUT THEIR SECURITY!

 


Trust Guard Security Scanned
 
With Our Patented Zero-Knowledge Encryption, Not all encryptions are equal! 
Unlike cloud storage, we cannot read the information they upload. 
 Our site is security scanned daily to ensure your information is protected. 

👇Want to Learn More? Schedule Time with Our Team Now!

 
We’ll take care of the setup, so you never have to worry about lost paperwork again.
  • Help Setup Their Online Will / Digital Assets Codicil
  • Help Setup Funeral Plan
  • Include Financial Accounts
  • Secure Cryptocurrency Wallet's Private Key
  • Protect NFT's
  • Upload Legal Documents
  • Upload Personal & Business Information
  • Upload Photos and Videos
  • Add Instructions/Video Messages for Special Wishes
  • Unlimited Encrypted Vaults
  • Delivery of any Vault Content to Next Generation
  • BONUS: Ship 2 Branded Wallet Emergency Cards w/ link to health directive for each family.

WAS $1499.99  ...

Now with 20% Discount Already Applied!

$449.99 Initial Payment

Then,

$60/mo. for 12 Months

Enjoy dedicated planning with our experts, lifetime asset protection, and assured delivery of your directives to chosen recipients.

  • We will scan and upload your documents, by category, into your new digital vaults. ($2500 value)

  • Setup unlimited Vaults, multiple individual recipients for each

  • Ship personalized emergency cards for 2 adults w/ link to heath directive ($40 value)

  • Help setup your online Will ($1999 value)

  • Setup your funeral plan ($999 value)

  • Designate recipients of every information and when it can be shared as you instruct us to

  • We pay for FedEx both ways to ensure your documents are tracked and safe

  • Your documents will be returned in a fireproof waterproof pouch for protection at home ($50 value)

  • LIFETIME protection of important information inside encrypted vaults with auto release to loved ones in case of an emergency ($3000 value)

  • PEACE OF MIND! (PRICELESS)

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We are certain that our service will be beneficial to you and your family, providing the peace of mind you deserve. If our service does not fully meet your expectations, we will issue a refund with no questions asked.

Burden Off Our Chests!

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"We didn't know where to start or what to do, but their planners uploaded everything and even helped us add our son & daughter to each vault as future recipients."

Jack & Amy W.

Frequently Asked Questions

What is iVaultx and how does it benefit our Family Office?

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—offering seamless, automated delivery of documents to heirs and trustees.

How does iVaultx improve client service and retention?

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 and proactive approach fosters trust, leading to stronger client loyalty and future referrals.

What types of documents can be stored in iVaultx?

iVaultx securely stores a wide range of documents, including wills, insurance policies, medical directives, financial records, family photographs, digital asset details (e.g., crypto wallets), and property deeds. The platform ensures that these documents are organized, up-to-date, and available when needed most.

How does iVaultx handle generational wealth transfer?

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 the client’s passing or incapacitation. This ensures seamless transitions without manual intervention, reducing risks associated with delayed or missing documents.

How does iVaultx streamline the administration for family offices?

iVaultx alleviates the burden of document management. The service organizes, scans, and uploads essential documents, and continuously maintains and updates them. This allows your family office to focus on advising clients, while the document management and security are handled professionally, leading to greater operational efficiency.

Why Choose IronClad Family?

IronClad Family specializes in comprehensive family protection planning. Our expertise, user-friendly digital vaults, and commitment to personalized service make us the premier choice for family protection solutions.