Our Framework
The Vault Method™
Audit · Architect · Armor
A structured 3-step framework that ensures nothing gets overlooked. How we work with every client. From first-time wallet owners to families with multi-million dollar holdings.
Step 01
Audit
“Know where you stand before you build.”
We review your current crypto setup to identify risks, gaps, and single points of failure. Most people don't know their security has vulnerabilities. Until it's too late.
What It Covers
- Exchange exposure: how much is sitting on exchanges and at what risk
- Wallet inventory: hot, cold, hardware, software and how they're configured
- Key management: who has access, how seed phrases are stored and backed up
- Security hygiene: 2FA type, password practices, email security
- Device security: devices used for crypto and their current protections
- Single points of failure: what breaks if one thing is compromised
Deliverable
A clear picture of your current security posture with specific risks identified and prioritized.
Step 02
Architect
“Design a system that matches your life.”
Based on the audit, we design a self-custody infrastructure tailored to your specific needs, holdings, and risk tolerance. No two setups are the same.
What It Covers
- Wallet selection: the right hardware wallet(s) for your networks and use case
- Storage structure: hot/cold allocation, what stays accessible vs long-term cold
- Multisig design (when applicable): key distribution, signing threshold, geographic separation
- Backup strategy: how and where seed phrases are stored, redundancy and disaster recovery
- Access model: who can access what, how to revoke access (for families and businesses)
- Migration plan: how to move assets from exchanges to the new setup safely
Deliverable
A documented plan for your self-custody infrastructure: wallet configuration, backup locations, access model, and migration steps.
Step 03
Armor
“Lock it down. Learn how it works. Stay secure.”
We implement the designed system, train you on how to operate it, and establish ongoing practices to keep your security strong. You won't just have a wallet. You'll understand exactly how it works.
What It Covers
- Hardware wallet setup: guided firmware install, PIN, and seed phrase generation with you present
- Seed phrase backup: physical backup creation and secure storage placement
- Transfer execution: test transactions followed by full asset migration from exchanges
- Training: every operation: sending, receiving, checking balances, firmware updates
- 2FA setup: authenticator apps configured, SMS 2FA disabled, email secured
- Documentation: a personal reference guide for your specific setup (no sensitive data)
Deliverable
A fully operational self-custody setup with you trained and confident to operate it independently.
Who The Vault Method Is For
A structured approach built for any level of experience
First-Time Holders
Never set up a self-custody wallet before. We start from scratch and walk you through everything.
Exchange-Heavy Holders
Most of your crypto is still on exchanges. The Vault Method gets it properly secured.
High-Net-Worth Individuals
Significant holdings that need multisig, geographic distribution, and formal backup planning.
Families & Businesses
Multiple stakeholders, shared access models, and inheritance and recovery planning.
Ready to Start Your Audit?
The first step is a free 30-minute discovery call. We'll review your current setup and outline what a Vault Method engagement looks like for your situation.