Services

Educational Workshops

Half-day or full-day educational sessions designed for RIAs, advisory teams, and investment committees. Workshops are practical, risk-focused, and tailored to a fiduciary audience—cutting through product noise to focus on how digital assets actually function within portfolios and operating frameworks.

Common topics include:

• Bitcoin and crypto ETF market structure and liquidity
• Stablecoins and on-chain settlement
• Tokenized treasury funds and private credit
• Custody, prime brokerage, and counterparty risk
• DeFi protocols through a risk and governance lens

Workshops can be delivered on-site or virtually.

One-Off Advisory Projects

Targeted engagements with defined scope and clear deliverables. Projects help firms move from high-level interest to informed decision-making without committing internal resources prematurely.

Example engagements:

• Digital asset policy frameworks and investment committee materials
• ETF and product landscape analysis
• Custody and vendor evaluation
• Internal advisor education materials and playbooks

Ongoing Advisory Retainer

Ongoing advisory support for firms that want continuous exposure to digital asset markets without building an internal specialist team. This engagement provides a steady, informed sounding board as products, regulation, and market structure evolve.

Typically includes:

• Periodic strategy and market check-ins
• On-call interpretation of new products and developments
• Ongoing risk and portfolio considerations
• Support as client demand and firm offerings evolve