Fund & Document Custody

Secure custody services for funds, legal documents, and intellectual property assets

Key Benefits

Bank-level security for valuable assets and documents

Controlled access and release protocols

Detailed record-keeping and audit trail

Climate-controlled storage for sensitive documents

Insurance coverage for all assets in custody

Digital and physical document custody options

Typical Use Cases

Merger and acquisition document custody

Litigation settlement fund holding

Intellectual property licensing agreements

Source code escrow for software

Corporate stock certificate custody

Legal document safe-keeping

Our Process

Custody Agreement Execution

We execute a detailed custody agreement that specifies exactly what assets or documents will be held, access protocols, and release conditions.

Asset Receipt & Verification

We receive the funds, documents, or other assets, verify their completeness and condition, and provide a detailed receipt.

Secure Storage

Assets are stored in our secure facility with appropriate climate control, access controls, and insurance coverage. Digital assets are encrypted and backed up.

Monitoring & Reporting

We monitor any time-based conditions or milestone requirements and provide regular status reports to all authorized parties.

Release & Delivery

Upon satisfaction of release conditions or at the end of the custody period, we deliver the assets or documents to the designated party with full documentation.

Frequently Asked Questions

What types of documents can you hold in custody?

We can hold virtually any type of document including corporate records, legal agreements, stock certificates, intellectual property documentation, source code, and sensitive business documents. Both physical and digital formats are accepted.

How secure is your custody facility?

Our facility features 24/7 monitoring, biometric access controls, fire suppression systems, climate control, and comprehensive insurance. We maintain strict chain-of-custody protocols and detailed access logs.

Can documents be accessed during the custody period?

Access during custody is governed by the custody agreement. We can arrange for viewing, copying, or temporary removal under controlled conditions if authorized by all parties to the agreement.

Ready to Get Started?

Schedule Your Consultation