Family offices
Digital assets withina wealth structure.
For family offices and wealth managers that need to bring digital assets into their clients' wealth through a structure built to withstand review.
The situation
The client has alreadyasked the question.
Families are asking about digital assets. The advisor can answer the concept. What remains to be solved is the structure, the custody, the tax treatment and the succession.
We work as the technical arm of the family office. The client remains yours. We provide the regulated structure, the regulatory framing and the coordination with authorized providers.
When to talk to us
- A client wants exposure to bitcoin and does not know which legal form should hold it.
- You need to put the succession of digital assets in order.
- You are considering a reserve in bitcoin or tokenized gold for a family company.
- You want structured transactions to diversify outside liquid markets.
What we bring
Structure, custodyand tax treatment.
The way wealth is held defines what can be done with it.
How we come in without displacing the advisor
Three stepswith the advisor involved.
01
Assessment
Assets, family objectives, horizon and risk profile.
02
Proposal
Recommended structure and alternatives, with their tax treatment.
03
Implementation
Coordination with the family's legal and tax advisors.
Scope
SATS Capital advises on the structure. It does not manage or administer third-party assets, does not provide custody and does not issue personalized investment recommendations.
Bring your client's caseand we will work through it together.
Applicable services