Direct Custody
Institutional multi-signature custody at a qualified Bitcoin custodian. The family office holds the asset, not a fund wrapper.
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Strategy 02
Tax-Optimized Bitcoin Strategy
This strategy is for investors who want to hold Bitcoin directly rather than through an ETF or equity wrapper, and for whom after-tax outcomes are a primary consideration.
Assets are held in qualified institutional custody under a 2-of-3 multi-signature architecture, meaning no single party can move funds unilaterally and no single point of failure can compromise the position. The firm manages the position on the client's behalf, including active tax loss harvesting designed to improve after-tax outcomes over time. Direct ownership, institutional-grade security, and ongoing tax management in a single managed service.
Tax-Loss Harvesting
Active harvest discipline structured around Bitcoin's volatility. Realized losses captured without disrupting the long-term position.
Estate Integration
Custody architecture designed to integrate with the family office's existing estate, trust, and multigenerational transfer structures.