Custody & Security
Empowering clients through education and self-custody solutions while maintaining the highest standards of digital asset security
Self-Custody Education
We educate and guide you through secure self-custody practices, helping you understand and implement the highest standards of digital asset security while maintaining full control of your digital assets.
Our Educational Approach
We believe in empowering our clients through comprehensive education rather than holding your digital assets directly. Our training covers wallet management, private key security, and best practices for storing cryptocurrency safely. We provide personalized guidance based on your technical comfort level and asset size.
🚨 IMPORTANT SECURITY NOTICE
WE DO NOT PROVIDE DIRECT CUSTODY SERVICES - Never send cryptocurrency directly to our firm. We do not hold, store, or custody digital assets. All transactions should only occur through approved qualified custodians or your self-custody solutions. WE WILL NEVER REQUEST YOUR PRIVATE KEYS - Private keys should remain exclusively in your control.
Comprehensive Education
Training on wallet management, private key security, and best practices for storing cryptocurrency safely with personalized guidance.
Hardware Wallet Setup
Guidance on selecting, configuring, and securing hardware wallets for maximum protection including device verification and setup.
Backup & Recovery Planning
Professional backup strategies including geographic distribution, cryptographic splitting, and secure recovery procedures.
Security Best Practices
Ongoing education on emerging threats, security protocols, and advanced protection strategies for digital asset management.
DeFi Strategy & Guidance
Our experts help you navigate the decentralized finance ecosystem safely and strategically, providing analysis and guidance that aligns with your wealth management goals.
Strategic DeFi Navigation
We provide comprehensive risk assessment and due diligence on DeFi protocols and opportunities. Our team offers strategic guidance for yield farming and liquidity provision aligned with your risk tolerance, helping you understand protocol mechanics and potential risks before participation.
Portfolio Integration
Our DeFi guidance focuses on incorporating decentralized finance strategies into your broader wealth management objectives. We help you evaluate opportunities, assess risks, and develop strategies that complement your traditional investment portfolio while maintaining appropriate risk management.
Protocol Analysis
Comprehensive risk assessment and due diligence on DeFi protocols, smart contract audits, and security evaluations.
Yield Strategy Development
Strategic guidance for yield farming and liquidity provision aligned with your risk tolerance and investment objectives.
Risk Management
Advanced risk assessment tools and strategies to help protect your assets while participating in DeFi opportunities.
Portfolio Integration
Incorporating DeFi strategies into your broader wealth management objectives with proper diversification and risk controls.
Critical Security Practices
Essential security measures every cryptocurrency holder must understand and implement to protect their digital assets from threats and vulnerabilities.
Message Signing & Transaction Security
One of the most dangerous risks is carelessly signing messages or transactions. Malicious actors trick users into signing what appears harmless but actually grants permission to drain wallets. Never sign unknown messages, verify all requests through established channels, and use separate wallets for experimental activities.
Hardware Wallet & Seed Phrase Management
Hardware wallets provide the highest security by keeping private keys offline. Purchase only from manufacturers, verify device authenticity, and never buy pre-owned devices. For seed phrases, never store digitally, use physical tamper-evident storage, and implement geographic distribution for large holdings.
Message Signing Protection
Education on identifying and avoiding message signing scams, verification procedures, and safe interaction protocols.
Hardware Wallet Security
Guidance on hardware wallet selection, setup, verification, and secure storage practices for maximum protection.
Seed Phrase Management
Professional backup strategies including geographic distribution, cryptographic splitting, and secure recovery procedures.
Institutional Solutions
Multi-jurisdictional storage strategies, legal framework integration, and professional succession planning for high-net-worth clients.
Frequently Asked Questions
Common questions about our custody and security services
Do you hold or custody cryptocurrency for clients?
We are not a custodian and do not hold your crypto assets. We focus on education, strategic guidance, and connecting clients with qualified institutional custodians when appropriate. You maintain control of your assets through self-custody or qualified third-party custodians.
How do you help with self-custody?
We provide comprehensive education on secure wallet setup, private key management, backup procedures, and ongoing security best practices. Our team offers personalized guidance based on your technical comfort level and asset size.
What qualified custodians do you work with?
We maintain relationships with regulated, institutional-grade custodians who meet strict security and compliance standards. We'll recommend appropriate custodial solutions based on your specific needs and asset size.
Can you help me with DeFi investments?
Yes, we provide strategic guidance, risk analysis, and educational support for DeFi participation. We help you understand protocols, assess risks, and develop strategies that align with your overall wealth management objectives.
How do I verify I'm communicating with your actual team?
We use a predefined authentication process for all client communications including verified email domains, secure client portals, and multi-factor verification procedures. We provide specific authentication protocols during onboarding.
What should I do if someone claiming to be from your firm contacts me unexpectedly?
Always verify through our established communication channels before responding. Contact us directly through your known contact information or secure client portal to confirm any unexpected communications.
How can I protect myself from cryptocurrency scams?
Never share private keys, be skeptical of unsolicited investment opportunities, verify all communications through established channels, and remember that legitimate firms will never ask for direct cryptocurrency transfers or private key information.
What happens if I lose access to my self-custody wallet?
This is why proper backup and recovery procedures are crucial. We educate clients on secure backup methods during our onboarding process. Prevention through proper setup is essential, as lost private keys typically cannot be recovered.
🚩 Red Flags: How to Identify Cryptocurrency Scams
Warning signs to help you identify and avoid cryptocurrency fraud attempts
Fake Websites & Domain Names
Scammers create websites using similar domain names to legitimate firms. Always verify URLs carefully and bookmark official sites. Look for slight misspellings or different extensions that could indicate fraudulent sites.
Social Media Impersonation
Fraudsters create social media profiles claiming to represent our company or other legitimate firms. Always verify communications through official channels before responding to any social media contact.
Unsolicited Contact
Be wary of unexpected phone calls, emails, or messages claiming urgent opportunities. Legitimate financial advisors typically don't make unsolicited contact offering investment opportunities.
High-Pressure Tactics
Scammers often create artificial urgency with "limited time" offers or claims that you must act immediately. Legitimate investments allow time for proper due diligence and consideration.
Direct Cryptocurrency Requests
Never send cryptocurrency directly to individual wallets based on unsolicited requests. Legitimate firms use proper custodial arrangements and established procedures for asset transfers.
Guaranteed Returns Promise
Be extremely suspicious of promises of guaranteed returns or "risk-free" investments, especially in cryptocurrency. All legitimate investments carry risk, and no returns can be guaranteed.
Private Key Requests
Never share private keys, seed phrases, or wallet passwords with anyone. Legitimate service providers will never ask for this information.
Unprofessional Communication
Watch for poor grammar, spelling errors, or unprofessional communication. Legitimate financial firms maintain high standards for client communications and official correspondence.
Ready to Secure Your Digital Assets?
Contact us to learn more!