1:1
Dedicated manager
Included
Qualified custody
Annual
Tax reporting
5+
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
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