How do you keep track of everything when there are only so many hours in the day?

It wasn’t that long ago that managing your financial life meant keeping track of dozens – if not hundreds – of documents like trusts, wills, powers of attorney, insurance policies, investments and more. They were squirreled away in drawers, boxes, grocery bags and who knows where else.

But thankfully, there is an easier way to keep track of all those vital documents. We provide our clients with a complimentary tool, Generational Vault, which serves as your virtual safety deposit box.

Generational Vault’s engine has three dynamic parts:

  • A secure portal for sharing and storing important documents (this helps us to safely share information with our clients)
  • Third-party daily investment and banking data (providing you with daily updates of your account values)
  • Snapshots of financial assets and expenses, monthly newsletters, market commentaries and meeting alerts (helping you stay on top of your financial life as quickly as possible)

Generational Vault never sleeps; in essence you have a 24-7-365 team of specialists working around the clock to protect your accounts!

Reach out to us today to discuss how Generational Vault can help you organize and safeguard the most important documents in your life.