Fund & Asset Custody

Secure custody solutions for funds, critical documents, intellectual property, and strategic assets with institutional-grade security

Key Benefits

Institutional-grade security and risk management protocols.

Independent third-party custody to protect stakeholder interests.

Controlled authorization and release procedures.

Comprehensive chain-of-custody documentation and audit trails.

Secure physical and digital storage environments.

Climate-controlled facilities for sensitive records and media.

Encrypted storage and redundant backup systems for digital assets.

Full insurance coverage and compliance-focused oversight.

Typical Use Cases

Merger & acquisition transaction documents

Litigation settlement funds and escrowed proceeds

Intellectual property and licensing agreements

Source code escrow and technology asset protection

Corporate governance records and stock certificates

Estate planning and trust documentation

Regulatory compliance records

Confidential commercial agreements and strategic business documents

Our Process

Custody Agreement & Asset Structuring

We establish a comprehensive custody agreement outlining the assets to be held, authorized parties, access permissions, reporting requirements, and release conditions.

Asset Intake & Verification

Assets are securely received, inspected, cataloged, and verified for completeness. Detailed custody records and acknowledgments are provided to all authorized parties.

Secure Preservation & Storage

Physical assets are maintained within monitored, climate-controlled facilities featuring layered security controls. Digital assets are encrypted, securely archived, and protected through redundant backup infrastructure.

Ongoing Administration & Compliance Monitoring

Our team maintains custody records, monitors contractual milestones or release triggers, and provides periodic reporting to designated stakeholders.

Authorized Release & Transfer

Upon satisfaction of the agreed release conditions, assets are transferred to the designated recipient through a documented and verifiable delivery process, ensuring complete transparency and accountability.

Frequently Asked Questions

What assets can be placed in custody?

We provide custody services for a broad range of assets, including legal agreements, corporate records, stock certificates, intellectual property portfolios, software source code, settlement funds, regulatory documents, and other confidential business materials in both physical and electronic formats.

How are assets protected while in custody?

Assets are safeguarded through multiple layers of physical and digital security, including 24/7 monitoring, restricted-access controls, environmental protection systems, encrypted storage, disaster recovery procedures, and comprehensive insurance coverage.

Can assets be accessed during the custody period?

Access rights are governed by the custody agreement. Subject to authorization requirements, we can facilitate controlled review, duplication, inspection, or temporary access while preserving the integrity of the custody arrangement and maintaining a complete audit trail.

Ready to Get Started?

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