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.
For commercial leaders evaluating a Snapshot ($15K), Standard Audit ($25K), Forensic ($65K), or larger engagement. Audit-led diagnostic on the UHNW revenue line.
Begin Enterprise Intake →For senior practitioners carrying their own UHNW relationships. Foundation ($1,997) through Personal Audit ($19,997), Mastery ($34,997), Atelier ($39,997+), 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 UHNW 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.