What we do
We can provide asset and custody planning in line with your individual goals, sharing what we’ve learned through our own successes in this space.
Members of our team have been educating and onboarding people to the space for well over half a decade and have professional teaching experience.
We can help perform due diligence on investment opportunities and basic technology, taking care to understand how your business works.
Who we work with
- Portfolio planning
- Developing the most appropriate custody solution
- Due diligence on “blockchain” private equity or fund opportunities
- Training on exchange and wallet setup and use
- Investment “boot camp” seminars covering all of the above
- Speaking and Q&A engagements covering cryptoassets
- Consultation and research about how the technology will affect your business
- Investment and fund due diligence
- Setup and training on cryptocurrency payment solutions
- Assistance in writing industry-specific presentations and whitepapers
We also connect our clients with our extensive network of industry professionals consisting of everything from programmers to CPAs to help you find the best solution.