Document safekeeping, controlled distributions and consolidated reporting
Beneficiary onboarding, access controls and permissions mapped to trust terms
Coordination with advisors to align administration, tax and legal requirements
CrestVerse Vault pairs carefully selected insurance partnerships with trust and custodial services, so clients can protect assets, manage succession and integrate protection into multi-asset portfolios — all from a secure, web-first dashboard.
CrestVerse Vault works with licensed insurance underwriters and trust administrators to offer tailored protection that complements custody and tokenized real-estate holdings, while maintaining clear operational and compliance boundaries.
Insurance is provided by regulated partners; CrestVerse Vault facilitates access, supports premium handling where permitted, and provides integrated reporting. Products are matched to client needs, jurisdiction and regulatory eligibility.
Access pet health plans, high-value item cover and commercial lines via specialist underwriters. These policies are designed to align with custody, land-holding and other holdings visible in your Vault.
CrestVerse Vault provides administrative support and custodial interfaces for trust structures, designed for estate continuity, privacy and efficient asset transfers.
Document safekeeping, controlled distributions and consolidated reporting
Beneficiary onboarding, access controls and permissions mapped to trust terms
Coordination with advisors to align administration, tax and legal requirements
Policies are offered through licensed partners, selected for quality and suitability to high-net-worth and institutional clients.
Home & contents: tailored cover, claims support and policy portability where regulated
Pet health: partner underwriters offering flexible plans and vet access
High-value items: cover for art, collectibles and specialised assets
For eligible clients we provide custodial and administration support for self-directed retirement structures, enabling holding of alternative assets where permitted by local regulation.
Custody and reporting for eligible retirement structures holding alternative investments
Support for land trusts and property-holding structures
All retirement custody is subject to eligibility, documentation and regulatory review
Short, actionable signals — assets under custody, tokenized property supply and representative yields, so clients quickly assess platform scale and product relevance.