Entity maps before venue lists
Ownership clarity across family entities prevents reconciliation work from solving the wrong problem.
Field Notes
Field Notes
Practical notes on digital asset inventories, custodian statements, and family office reporting cycles.
Articles for principals and wealth teams who prepare holdings packs — not market forecasts.
Preparing a committee pack for digital asset holdings
What belongs in a family office holdings narrative — and what should stay out of the room.
Reading custodian statements without forcing a false total
Cut-off times and layout changes create mismatches that should stay visible in the exception log.
Why family offices lose track of wallet inventories
Orphan accounts and informal device notes create silent gaps before any reporting pack begins.