The wrong salesperson on your biggest client. The silent discount. The relationship that fades after succession. Vault finds where your firm is losing money, puts a dollar figure on it, then fixes what we find.
Built for private banks, family offices, integrated resorts, and luxury operators.
Fees are fixed, and shared in the first conversation.
Most firms know money is slipping away. Few can say where, or what it costs — so they buy training they didn’t need, and the leak goes on.
Vault works the other way round. We find the leak first, put a dollar figure on it — and only then fix it.
The Audit puts a dollar value on each leak — pricing, choice of buyers, client care. You leave knowing where the money goes.
If the leak is skill, we train your people. If it sits deeper — pricing, pay, leadership habits — we fix that instead.
A fix that fades is a cost. We rebuild the daily habits so the recovery holds — even when the money passes to the children.
We don’t sell a programme off a shelf. We find the leak first, put a dollar on it — then prescribe only what it calls for. The audit goes as deep as your question needs: a 3-day Snapshot to read where you’re leaking, a 2–4 week Standard Audit strong enough for your board, or a 4–6 week Forensic into how the firm is built, paid, and led.
Then we fix what it finds — sized to the finding, never sold ahead of it: one team, a whole division, or Vault kept on as your standing advisor. Every fee is fixed, and shared in the first conversation.
See how the audit works — HARVEST, the scoring, the people →
A global firm sends a team that has studied businesses like yours. Vault is led by a principal who ran one — who personally carried AUD 45B in turnover (~AUD 605M revenue) and a 200-person commercial division, rebuilt Crown’s annual share from AUD 0.5B to AUD 2.8B in four years, and held #1 in Macau.
The method was lived first, then written down — published by Marshall Cavendish before it was ever a programme. You get an operator who has held the book, not a deck about holding it.
Twelve months on, we measure again. If the leak has not clearly narrowed, 60% of the original audit fee is credited back. Payment is 50/50.
No discounts. Scope is negotiable; the price is not. Measured against a baseline agreed in writing. Full terms govern.
Private banks, family offices, integrated resorts, luxury operators, and premium real estate — wherever a few very wealthy clients decide the year.
The method is codified, so depth doesn’t rest on one diary. On the apex engagements — the Forensic Audit, the Core Programme, the Embedded Engagement, and the Partnership — Marcus is personally hands-on as a premium guarantee; if he is genuinely unavailable for a critical milestone, we reschedule rather than substitute.
The Snapshot, Standard Audit, and Team Pilot are carried by Senior Vault Practitioners — and, from Q3 2026, certified Whale Wrangler Trainers.
The leaks differ by sector. See how it reads in yours.
Private Banking · Family Offices · Integrated Resorts · Luxury Operators
The Snapshot: 3 days. The Standard Audit: 2–4 weeks. The Forensic Audit: 4–6 weeks. The Core Programme: 3–6 months.
NDAs bind both sides. Case material is anonymised; client names are never shared.
Twelve months on, we measure against the baseline. If the leak hasn’t clearly narrowed, 60% of the audit fee comes back.
No discounts. Scope and order can move; the price cannot.
The method is codified and carried by a trained Vault team — with certified Whale Wrangler Trainers from Q3 2026 — so engagements run on the system, not one calendar. On the apex tiers Marcus is personally hands-on; if he’s genuinely unavailable for a critical milestone there, we reschedule rather than substitute.
Book a 30-minute call with Marcus — a frank read on where you’re leaking, no pressure. If it’s a fit, the Audit follows.
The Revenue Leak Audit · fees on enquiry — 60% re-audit clause
A 30-minute call with Marcus. A frank read on where you’re leaking.