Services

Digital Asset Wealth Management

For family offices, foundations and private clients who want digital assets handled with the same discipline as the rest of their portfolio: one relationship manager, consolidated reporting, and custody you can audit.

1:1

Dedicated manager

Included

Qualified custody

Annual

Tax reporting

Client types

Who this is for

Clients who already have wealth structures in place and need a crypto sleeve that fits inside them without creating operational headaches.

Single and multi-family offices
Endowments and foundations
Corporate treasuries holding digital assets
High net worth private clients

Portfolio construction

We size the digital asset allocation against your total portfolio, not in isolation, and rebalance on a schedule you approve.

Allocation sizing against total net worth
Rules-based rebalancing
Concentration and liquidity limits

Custody and controls

Assets are held with institutional custodians using multi-signature approval. Withdrawal permissions, whitelists and dual authorization are set up with you during onboarding.

Segregated accounts per client entity
Withdrawal whitelists and dual approval
Insurance coverage on custodied assets

Reporting your accountants can use

Statements are formatted for accountants and auditors, with cost basis, realized and unrealized gains, and transaction history exports.

Cost basis and gain/loss reporting
CSV and PDF exports for year-end
Coordination with your existing advisors

Get Polychain Insights in your inbox

Weekly market analysis, research summaries and portfolio commentary from our desk. No sales pitch, unsubscribe anytime.

Talk to a relationship manager

We will walk through your current structure and show exactly how a managed digital asset sleeve would fit.