Your Wealth.
Fully Accounted.

Independent oversight that keeps your capital sharp

We keep tabs on all major

private wealth managers​

Tabs on major wealth managers​

We provide independent oversight for more than $2 billion in assets

Our clients save over $10 million in fees annually—capital that stays invested and compounds over time

Wealth owner defines
investment strategy

Greenlock secures
capital efficiency

Strategic Asset
Allocation

Managers
selection

Policy Portfolio

Investment
objectives

Fee
optimization

Investment oversight

Total Transparency.
No Assumptions.

Financial intermediaries thrive on opacity—beneficiaries rarely see the true cost of inefficiency. When confidence replaces clarity, wealth leaks. We restore transparency through independent benchmarking, advanced performance audits, and true net-of-fee analysis.

The Silent
Wealth Drain

All money managers assure you that your wealth is optimized. But what they don’t tell you is the real story: beneath the surface, hidden fees, inefficient structures, and misaligned incentives quietly erode capital—compounding year after year. These flaws aren’t accidental; they’re embedded in the financial system.

Fully Aligned
Incentives

We do not sell financial products. We do not manage assets. We act solely in the interest of the wealth owner—ensuring full control and accountability over capital. When we do our job right, you’ll keep us by your side for years to come—not because you have to, but because you choose to.

Total Transparency. No Assumptions.

Financial intermediaries thrive on opacity—beneficiaries rarely see the true cost of inefficiency. When confidence replaces clarity, wealth leaks. We restore transparency through independent benchmarking, advanced performance audits, and true net-of-fee analysis.

The Silent Wealth Drain

All money managers assure you that your wealth is optimized. But what they don’t tell you is the real story: beneath the surface, hidden fees, inefficient structures, and misaligned incentives quietly erode capital—compounding year after year. These flaws aren’t accidental; they’re embedded in the financial system.

Fully Aligned Incentives

We do not sell financial products. We do not manage assets. We act solely in the interest of the wealth owner—ensuring full control and accountability over capital. When we do our job right, you’ll keep us by your side for years to come—not because you have to, but because you choose to.

Prepare Wealth for the Next Generation

Will you hand your wealth to the next generation with only asset managers in place—or ensure it’s passed on with clarity and accountability? We provide a layer of wealth protection designed for legacy: transparent and fully aligned with the interests of the wealth owner.

Total Transparency.
No Assumptions.

Financial intermediaries thrive on opacity—beneficiaries rarely see the true cost of inefficiency. When confidence replaces clarity, wealth leaks. We restore transparency through independent benchmarking, advanced performance audits, and true net-of-fee analysis.

The Silent Wealth Drain

All money managers assure you that your wealth is optimized. But what they don’t tell you is the real story: beneath the surface, hidden fees, inefficient structures, and misaligned incentives quietly erode capital—compounding year after year. These flaws aren’t accidental; they’re embedded in the financial system.

Fully Aligned Incentives

We do not sell financial products. We do not manage assets. We act solely in the interest of the wealth owner—ensuring full control and accountability over capital. When we do our job right, you’ll keep us by your side for years to come—not because you have to, but because you choose to.

Explore our products

Data Security
& Confidentiality

Swiss-Based Storage

We use dedicated Microsoft Azure infrastructure in Switzerland, fully compliant with local data protection laws.

Zero-Knowledge Architecture

Sensitive details are stripped before storage or processing, keeping confidential information fully secure.

Full Traceability

Clients have full visibility into data flows for complete transparency and control.

Swiss-Based Storage

We use dedicated Microsoft Azure infrastructure in Switzerland, fully compliant with local data protection laws.

Zero-Knowledge Architecture

Sensitive details are stripped before storage or processing, keeping confidential information fully secure.

Full Traceability

Clients have full visibility into data flows for complete transparency and control.