Crypto & Digital Assets

Specialized Crypto Planning & Investing

Crypto Portfolio Analysis & Construction

Many people fall into the "collecting" trap once they become comfortable investing in crypto, rather than seeing each holding as an investment. Categorizing cryptocurrencies and tokens is the basis for creating proper asset allocation, diversification and risk management strategies to achieve your objectives - and we can help.

Crypto Tax Planning

Probably the biggest pain point for clients is understanding the nuances of crypto taxation, having systems in place to relieve much of the record keeping and applying advanced tax planning techniques to minimize taxes.

Crypto Estate Planning & self-Custody

Self-custody is a double-edged sword: with great power comes great responsibility and we can make sure that your particular setup caters to your needs and comfort level. Ensuring that there is a plan in place for passing those assets on to loved ones is equally important although often overlooked.

Crypto Investment Management Services

For those that do not have the time or desire to invest in cryptoassets themselves we offer a complete investment solution from portfolio construction to rebalancing and ongoing monitoring so we can make sure your portfolio adjusts to your objectives.

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Why Invest in Crypto?

Exponential Technology

Many Cryptoassets have a function or utility, sort of like apps on your phone or even tech startups using a token rather than stock.

Diversification

Exponential Technology

As an asset class, Crypto has had varying levels of correlation with traditional stocks and may help with your overall risk/return profile.

Strategic Tax Planning

Exponential Technology

Strategic Tax Planning

Given the inherent volatility, actively tax managing investments can add tax flexibility and maximize after-tax returns.

Level Up Your Crypto Game

Beginner

Intermediate

Rewards - There are ways to acquire Digital Assets without buying them directly similar to airline miles or loyalty points.

Indirect Investments - Trusts on the secondary market with direct holdings are a way to add exposure to your current portfolio as are companies that hold cryptoassets on their balance sheet.

Ecosystem Stocks - Several public companies are involved in the blockchain ecosystem - miners, payment processors, blockchain technology and FinTech in general.

Intermediate

Direct Investment - Ranges from simple to complex depending on where you are buying and storing Digital Assets. Centralized exchanges are a common way to hold assets directly and can be stored on hot or cold wallets.

Digital Collectibles - Non-fungible Tokens (NFTs) are unique digital representations of assets with ownership recorded on the blockchain. They can represent anything from music to real estate to art.

Advanced

Intermediate

Advanced

DeFi - Decentralized Finance aims to provide individuals with financial sovereignty and take back control of their finances by utilizing Decentralized Applications (dApps).

Some of the most common ways people are interacting with DeFi are through:

Staking
Providing Liquidity
Yield Farming
Lending/Borrowing