Institutional Bitcoin and multi-asset advisory
We help families, founders, and treasuries design policy, allocate with discipline, and operationalize custody, risk, and reporting.
Serving clients in Florida and nationwide where permitted. Educational content only until registration is complete.
Process first
Explicit IPS, risk bands, and rebalancing rules. No guesswork, no style drift.
Bitcoin native
Custody policies, collateral strategy, and thoughtful yield with counterparty awareness.
Tax and entity aware
Integrate LLCs, trusts, and retirement accounts with your CPA and counsel.
Services
Portfolio management
- Core Bitcoin plus satellites, income ETFs, selective equities
- Hedge overlays and cash management where appropriate
- Quarterly review, disciplined rebalance, clear reporting
Planning and treasury
- Liquidity tiers, reserves, and safe yield options
- Custody architecture, lending rules, and collateral use
- Entity coordination and document organization
Family office support
- Investment committee cadence and materials
- Manager screens and due diligence
- Education for spouses and heirs
Education only tier
- Workshops, office hours, and playbooks
- No specific advice until registration is complete
- Great for early exploration and policy design
Start with a 20 minute call
We will discuss goals, constraints, and whether we are a fit. No pressure.