Asset Management.
We design and operate portfolios for families who want disciplined exposure to digital assets without abandoning the risk standards of a traditional institutional book.
Portfolio Construction
Cross-asset allocations spanning bitcoin, ether, select tokens, equities, private credit, and alternatives — sized to mandate, liquidity, and time horizon.
Risk Frameworks
Volatility targeting, drawdown limits, and scenario stress tests applied with the same rigor as traditional institutional desks.
Custody Architecture
Qualified custody, MPC, and self-custody combinations chosen for the family's operational comfort and intergenerational continuity.
On-Chain Transparency
Wallet-level reporting that ties on-chain activity to performance attribution, tax lots, and beneficiary visibility.
How we engage
- 01Diagnostic
Review existing exposure, custody posture, tax lots, and family liquidity needs.
- 02Mandate
Document an investment policy: targets, bands, risk limits, and reporting cadence.
- 03Implementation
Stage entries across venues and custody rails, minimizing tax and execution drag.
- 04Stewardship
Quarterly reviews, rebalancing, and transparent on-chain plus traditional reporting.
Ready to discuss your portfolio?
Engagements are by introduction. We respond personally within two business days.
Begin a conversation