More Income
We helped a family improve income from existing digital assets by reviewing provider arrangements and optimising crypto staking, increasing staking yield by 2x.
Less Complexity
We helped a family create a clearer process for reviewing external investment opportunities, saving time and reducing the pressure to respond reactively to every new idea.
Lower Costs
We helped a family review and renegotiate fees across banks and investment providers, reducing investment management fees by 32% and custody fees by 40%.