Many don't, and that's not a criticism — it's a specialty. Custody, tax treatment, wallet security, and estate planning for digital assets require focused expertise. We treat digital assets as a distinct asset class with the same diligence we apply anywhere else.

We work with qualified institutional custodians and can also evaluate self-custody arrangements for clients who prefer direct control. Security architecture, key management, and access planning for your estate are all part of the conversation.

Tax treatment varies across events — sales, staking rewards, DeFi activity, airdrops, forks, and NFTs each raise distinct questions. Reporting is nuanced and we coordinate with your CPA or a specialist to help you stay accurate. We don't provide tax advice ourselves.

There isn't a universal answer. Appropriate allocation depends on risk tolerance, liquidity needs, tax situation, and overall net worth composition. For many of the clients we work with, digital assets are a satellite allocation rather than a core holding — but the right weight is always an individual decision.

Yes, and it requires specific planning. Access credentials and recovery methods need to be documented in a way that's secure during life and accessible to executors afterward. Trust structures may also play a role depending on the size of holdings and your overall plan.

We focus on digital assets with institutional-grade infrastructure, meaningful liquidity, and greater regulatory clarity. More speculative tokens and unaudited protocols are generally not part of core allocations, though they may be discussed case-by-case depending on client circumstances.