Private portfolio questionnaire

Contact name

Contact email

Entity type

Company / holdingIndividual / family

Entity or family name

Jurisdiction

Base currency

Fiscal year starts

Fiscal year ends

Working language

Timezone

Preferred data residency

Company details

Registry code Optional

VAT number Optional

Board member(s) Optional

Existing accountant Optional

VAT registeredStatutory audit required

Skip for nowYou can map institutions and accounts with us later.

The same assets appear at multiple institutionsPositions span multiple currencies

Revaluation frequency

Accounting standard

Capitalization threshold

Financial instruments

Real estate measurement

FX rate source

Cash-flow method

Document retention, years

Depreciation method Optional

Approximate total assets

Business complexity

Short description

Liabilities

Off-balance items

Related-party transactions are in scope

Related-party context

Reporting frequency

Projection horizon

Bank financial plan / projections neededCustom-branded reports needed

Choose an operating model Self-managedYour team imports statements, reviews entries, and closes each period. MyVault provides the platform and support.Managed operatorOur team handles routine intake, review, bookkeeping, reconciliation, and reporting for your approval.Shared responsibilityResponsibilities are split—for example, we prepare while your accountant reviews and approves.

Preferred vault name Optional

Domain Optional

Requested domain Optional

Private pre-engagement submission

Your answers are delivered securely to the MyVault operator and used only to scope your proposed setup and service model.

Map your family picture.

Entity and contact

Company details

Individual details

Institutions and accounts

Assets and positions

Accounting policy

Complexity

Reporting

People and access

Operations

Brand and review

Institution

User