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You have probably heard the crypto hype for years now. Maybe you rolled your eyes at your nephew’s Bitcoin talk over Thanksgiving dinner. But something shifted recently. Spot crypto ETFs landed on the market and suddenly your portfolio manager is...

Crypto custody solutions should meet several core security standards: multi-signature key management requiring multiple approvals for transactions, cold storage keeping the majority of assets offline, hardware security modules protecting cryptographic material, geographic distribution of keys across multiple facilities, operational controls...

Institutional crypto custody refers to professional-grade storage and security services for digital assets, typically provided by qualified custodians to high net worth individuals, family offices, funds, and corporations. What distinguishes institutional custody from retail solutions is the combination of multi-signature...

Have you ever looked at headlines about billionaires paying almost nothing in tax and wondered what they know that you don’t? The answer isn’t some secret offshore account or shady accountant. It’s a straightforward strategy that wealthy people have used...

Crypto tax planning for high net worth investors involves strategies to minimize tax liability while maintaining compliance with IRS requirements. Key approaches include managing the timing of gains and losses, using specific identification methods to optimize cost basis, implementing tax-loss...

XRP custody refers to the secure storage and management of XRP tokens, which requires protecting the cryptographic keys that control access to holdings on the XRP Ledger. Investors can choose between self-custody using hardware or software wallets, or institutional custody...

You’ve probably heard someone mention Wyoming LLCs at a real estate meetup or in some online forum. Maybe you dismissed it as tax advice for billionaires or some kind of loophole that sounds too good to be true. Here’s the...

If you’ve spent years accumulating digital assets like XRP or Bitcoin, you’ve probably noticed a frustrating contradiction. Your net worth might look impressive on paper, but accessing that wealth without selling feels nearly impossible. And selling means giving up 15%...

Family offices are increasingly turning to regulated digital asset advisors because they provide the fiduciary accountability, compliance infrastructure, and institutional rigor that family office governance demands. Working with SEC-registered advisors offers clear legal obligations, established recourse mechanisms, and the kind...

An SEC-registered crypto advisor is an investment advisor registered with the Securities and Exchange Commission who provides guidance on cryptocurrency and digital asset investments. SEC registration means the advisor operates under the Investment Advisers Act of 1940, with legal obligations...