Protecting your legacy
About Vaulted Legacy
Vaulted Legacy is a private consulting entity that provides strategic asset protection and risk-mitigation consulting services. The firm operates as an independent advisor, working in coordination with licensed law firms and fiduciaries to support the planning and implementation of sophisticated asset protection strategies.
Vaulted Legacy does not provide legal, tax, or financial advisory services. Its role is limited to strategy consulting, structural coordination, and professional liaison support for clients with elevated asset exposure.
Our Philosophy
Effective asset protection is not reactive — it is deliberate, strategic, and implemented with foresight. Our philosophy is centered on preparation, discretion, and thoughtful coordination across jurisdictions and professional disciplines.
We focus on helping clients understand risk, structure defensively, and work with the right professionals to protect what they have built.
The core values of our organization guides how we do business. We are believers that leading with integrity, transparency, creativity, determination, collaboration and a growth-driven mindset is the recipe for mutual success.
- Integrity
- Transparency
- Growth
- Creativity
- Determination
- Collaboration
Our Mission
Our mission is to guide you through complexities with confidence and clarity, ensuring that your financial legacy is secure and well-structured from the ground up.
Our Key Partners
Gianni Mercurio
Vaulted Legacy is not a law firm and does not provide legal services. Its role is advisory in nature, assisting with planning strategy, structural coordination, and client-facing education prior to and alongside implementation by retained legal counsel. Vaulted Legacy receives consulting compensation, including commissions, for advisory services provided in connection with these engagements. All legal analysis, drafting, and execution are performed exclusively by the respective law firms.
Professional Relationships
Vaulted Legacy works in collaboration with:
U.S.-based law firms
International trust companies
Licensed fiduciaries
Through these relationships, we assist in the strategic planning and coordination of asset protection structures while ensuring compliance with applicable laws and professional standards.
Vaulted Legacy maintains independent consulting and referral relationships with licensed law firms and trust companies. These professionals are responsible for all legal, fiduciary, tax, and regulatory matters related to client structures.
Vaulted Legacy does not hold client funds, does not provide custody services, and does not act as a trustee or fiduciary.
Scope of Consulting Services
Vaulted Legacy assists clients in evaluating asset exposure and understanding defensive structuring options available through qualified third-party professionals. Services are advisory in nature and may include:
Asset exposure and risk assessment
Strategic consulting on defensive asset positioning
Coordination of secured-creditor and equity-protection strategies
Structuring concepts involving domestic and international entities
Professional coordination with licensed attorneys, trustees, and institutions
All legal documentation, trust formation, entity formation, and fiduciary services are provided exclusively by appropriately licensed third parties.
Transparency & Compliance
Nature of Business Activities
Vaulted Legacy’s activities are limited to:
Strategic consulting and planning support
Risk and asset-exposure assessment
Structural coordination with licensed professionals
Professional liaison and project coordination
Vaulted Legacy does not engage in regulated financial activities, does not provide investment advice, and does not participate in financial intermediation as defined under applicable regulatory frameworks.
Compliance & KYC Disclosure
Vaulted Legacy LLC is a privately held consulting entity established in the United States. The firm provides strategic consulting services related to asset protection planning and risk-mitigation strategies. Vaulted Legacy does not provide legal, tax, fiduciary, or financial services and does not hold or manage client funds.
The firm operates exclusively through consulting engagements and maintains independent professional relationships with licensed law firms and fiduciaries. All legal, trust, and fiduciary services are performed solely by appropriately licensed third parties.
Anti-Money Laundering & Ethical Standards
Vaulted Legacy conducts its consulting activities in alignment with internationally recognized compliance principles, including anti-money laundering (AML) and counter-terrorism financing (CTF) standards, as applicable to its non-regulated consulting role.
The firm does not engage in:
Cash-based business activities
Anonymous transactions
High-risk or sanctioned jurisdiction activity
Engagements are declined where activities fall outside ethical, legal, or professional standards.
Client Funds & Custody
Vaulted Legacy:
Does not receive, hold, or transfer client funds
Does not provide custodial or trustee services
Does not maintain discretionary authority over client assets
All client funds, where applicable, are handled directly by licensed third-party institutions.
Professional Transparency
Vaulted Legacy maintains transparency regarding:
Ownership and control
Nature of services provided
Professional relationships
Source of consulting revenue
Documentation supporting these matters may be provided upon reasonable request as part of institutional due diligence.
Source of Funds
Vaulted Legacy derives revenue from consulting fees and contractual compensation paid by licensed professional firms and institutional partners for strategic advisory services rendered. Compensation is not contingent on custody of assets, investment performance, or financial product placement.
The firm does not accept client deposits, does not manage investment accounts, and does not act as a payment intermediary.
Partner with Vaulted Legacy to Protect Your Future
We are committed to delivering exceptional consulting services focused on integrity and collaboration with licensed professionals. Your peace of mind is our priority.
Client Profile
Vaulted Legacy works with individuals and families with complex asset profiles, including business owners, real estate investors, and professionals who face heightened litigation or creditor exposure.
Engagements are typically preventative or strategic and may involve multi-jurisdictional considerations.
Regulatory Status
Vaulted Legacy LLC is not a regulated financial institution and is not subject to FINMA supervision. The firm does not carry out activities requiring licensing under Swiss financial market regulations.
This disclosure is provided solely to support institutional due diligence and compliance review.
Keeping Your Assets Protected & Your Legacy Vaulted
We invite you to reach out for more information about our strategic consulting services and how we can assist you. Our focus is on asset protection and structural planning, aiming to serve high-net-worth individuals and institutions effectively.