Digital Asset Strategies
Allocation, custody architecture, and exit logic designed before the first trade.
The work, in substance
A sound digital-asset strategy answers four questions before any trade: how much, in what, where it lives, and when you sell. We work through each one with you, in writing.
The result is a position you can defend in front of a board, a spouse, or a tax authority.
What you receive
How we deliver
- Step 01Size
Define allocation as a function of total portfolio risk, not a standalone bet.
- Step 02Architect
Design custody — cold, multi-sig, qualified custodian — to your governance reality.
- Step 03Govern
Document thesis, exit triggers, and review cadence before any wire is sent.
Risks we address
The non-obvious factors we explicitly plan for so they don't surface as surprises later.
Self-custody, multi-sig, and qualified custody each suit different governance models.
Treatment varies sharply by jurisdiction; structure is checked with counsel up front.
Some venues halt withdrawals in crises; concentration is sized accordingly.
Operational risk concentrates around keys; recovery procedures are documented.
An anonymised example
A family principal wanted a measured BTC allocation but had no governance framework. We sized a 3% position, designed multi-sig custody with two trustees and a qualified provider, and drafted a one-page policy approved by family counsel.
- 3% allocation executed under a documented policy
- Multi-sig custody with three independent signers in place
- Recovery and succession procedures formally documented
Details altered to protect client identity
Common questions
Other capabilities
Institutional-grade execution through OTC desks and qualified venues.
Learn moreConcise, decision-ready analysis on the corners of the market that matter to your positions.
Learn moreSizing, hedging, and exit discipline that keeps a volatile asset class inside its risk budget.
Learn more