Metric 01
250+
private plans built
PRIVATE WEALTH
Protect Wealth with Care
We help families and business owners protect assets, store key papers, and plan for trusts and estates. Clear steps. Quiet service. Fast replies.
Metric 02
15+ yrs
wealth and trust work
Metric 03
4.8/5
client rating
HOW IT WORKS
Four Steps to Start
Plans for cash flow, assets, and family goals.
2-week setup
Family Wealth Planning
From $750
Plans for cash flow, assets, and family goals.
1-week setup
Asset Safekeeping Care
From $950
3-day setup
Secure Document Vault
From $650
0110-day setup
Trust Support Services
From $1,200
Help with trust notes, paper flow, and handoff steps.
022 meetings
Estate Plan Review
From $1,400
Check wills, powers, and beneficiary lists with care.
03Same-week start
Private Client Desk
From $1,100
One quiet point of contact for calls, files, and updates.
OUR SERVICES
Wealth, Storage, and Trust Support
We review your goals, assets, and key documents in a short call.
01
Private Intake Call
02
Plan Map Review
03
File Setup Work
04
Ongoing Plan Review
CASE STUDIES
Real Results for Private Clients
One planning call a month Digital vault for key files Basic asset review Trust note checklist Email replies in two days
Monthly retainerMonthly retainer
Starter
From $750/mo
- One planning call a month
- Digital vault for key files
- Basic asset review
- Trust note checklist
- Email replies in two days
Most popularMonthly retainer
Signature
From $1,850/mo
- Two planning calls a month
- Digital vault and file index
- Asset safekeeping review
- Trust and estate support
- Private client phone line
- Quarterly plan check
By proposalBy proposal
Scale
Custom
- Weekly planning calls
- Full document vault setup
- Legacy and gift plan review
- Cross-border file review
- Family meeting prep
- Direct team access
WHAT CLIENTS SAY
Client Notes
A six-person family now keeps deeds, wills, and tax files in one vault.
Family Office
Family Files Put Back in Order
A six-person family now keeps deeds, wills, and tax files in one vault.
Founders
Trust Notes Ready Before Filing
Couples
Private Storage for Key Papers
Owners
Estate Review Before Sale
Cross-Border
Cross-Border Records Sorted
Wealth planning
Mara Ellison
Estate support
Julian Trent
Secure storage
Priya Nair
Family office
Evan Brooks
Proof
Customer notes
Verified
“They gave us a clear plan for our family files and trust notes in one week.”
Nora Vale
Family Office Director, Valehurst Group
Verified
“Fast replies, calm advice, and our documents are now in order.”
Adrian Cole
Managing Partner, Cole & Reed Holdings
Verified
“We finally had a safe place for estate papers and asset records.”
Priya Shah
CFO, Shah Private Holdings
Service area
New York Metro
New York, Jersey City, Newark, White Plains
Area 01
New York Metro
New York, Jersey City, Newark, White Plains
Area 02
South Florida Region
Miami, Fort Lauderdale, Palm Beach, Boca Raton
Area 03
Connecticut Coast Region
Greenwich, Stamford, Norwalk, Westport
Area 04
Bay Area Region
San Francisco, San Jose, Palo Alto, Oakland
Questions
Common Questions
Quick answers before visitors choose a product, service, or next step.
01What does Fortu Vault do?+
We help clients plan wealth, store key documents, and support trust and estate tasks with private service.
02Who is it for?+
Families, founders, and high-net-worth clients who want clear help with assets and sensitive papers.
03Do you store original documents?+
We can set up secure storage for vital files and help you sort what stays on site or off site.
04Can you help with trusts?+
Yes. We support trust setup reviews, estate notes, and handoff plans with your legal team and other advisors.
05How private is your service?+
Client work uses quiet channels, limited access, and clear steps for each request, file, and call from start to finish.
06How do we start?+
Book a consultation, share your goals, and get a plan that fits your assets and timeline with simple next steps.
Private Wealth Notes
Get short notes on wealth planning, document care, and trust and estate updates from Fortu Vault.