Consolidated Holdings Reporting
A board-ready reporting pack that reconciles wallets, custodians, and family entities into one holdings narrative.
Engagement detailsEngagements
Practical reporting and oversight work for family offices that hold digital assets across exchanges, custodians, and private wallets.
Each engagement starts from source statements and entity maps, not from a generic software checklist. Choose the scope that matches your reporting calendar.
A board-ready reporting pack that reconciles wallets, custodians, and family entities into one holdings narrative.
Engagement detailsA structured pass over wallet inventories, cold storage records, and custodian account lists before a reporting cycle begins.
Engagement detailsA recurring briefing that updates consolidated holdings between full reporting packs for principals and advisors.
Engagement detailsFocused matching of custodian statements against internal ledger extracts when one venue keeps causing disputes.
Engagement details