The right way to begin depends on who you are and what you’re carrying. Pick the path that fits. Every conversation is held in strict confidence. No commercial pressure — Marcus reads the operation as you describe it and tells you whether a paid engagement is appropriate.
For firms, individuals, and the rare Patron engagement. Each path opens a tailored intake form below. Or skip the form and book the 30-minute Revenue Leak Diagnostic call directly. All prices in USD.
For commercial leaders evaluating a Snapshot ($15K), Standard Audit ($25K), Forensic ($65K), or larger engagement. Audit-led diagnostic on the ultra-high-net-worth revenue line.
Begin Enterprise Intake →For senior practitioners carrying their own ultra-high-net-worth relationships. The sequential ladder: Foundation ($1,997) → Accelerator ($11,997) → the Mastery ($39,997+) → the Sanctum ($69,997+).
Begin Individual Application →The named whale identified, profiled, and warm-introduced. 3–6 month engagement. Marcus-personally permanent. Maximum three globally per year. Application-only. We review every enquiry.
Begin Patron Qualifier →The information below helps Marcus arrive at the discovery call with context already in hand. Everything is held in strict confidence. Fields marked * are required; everything else is optional but helpful.
For senior practitioners carrying their own ultra-high-net-worth relationships. The information below helps Marcus match the right programme entry tier to your situation. Everything is held in strict confidence.
The Patron Protocol identifies, profiles, and warm-introduces a named whale to your operation. Reserved for situations where one acquired relationship compounds across a decade. Vault sells a maximum of three Patron engagements globally per year. Every application is read by Marcus personally. Held in strict confidence.
A confidential thirty-minute conversation with Marcus. No prepared deck. No sales motion. Marcus reads the operation as you describe it and tells you whether a paid Audit is appropriate.
Available with Marcus across APAC business hours. Click below to see real-time availability and book directly. Calendar opens in a new window.
Book the Call →Vault does not disclose client identities in marketing material without explicit, documented permission. The bar for that permission is high. Operator-grade discretion is part of the brand register, not a contractual line item. The same discipline applies to every intake conversation.