Significant Crypto Wealth Deserves a Serious Plan — At Every Level
Whether you have $500K or $50M in crypto, there's a threshold where self-management becomes a risk. We bring institutional frameworks and build a plan around your specific situation — your holdings, your goals, your lifestyle, your ethos. No two investors are the same, and no two plans should be.
The Threshold Problem
Different wealth levels have different risks — and different needs. Here's how we think about it:
Every significant crypto holder needs a plan. The plan just looks different at each level.
Five Problems We Address
Your reality vs. our approach
Self-custody in a single wallet. One phishing attack, hardware failure, or forgotten seed phrase = total loss. No backup procedures. No succession plan. Your family can’t access your crypto if something happens to you.
MPC wallets with encrypted backup eliminate single points of failure and enable family recovery. For larger holdings, qualified custody (title-held accounts with institutional custodians) provides insurance and maximum security. We never take custody — you choose the infrastructure.
Your assets are probably earning something — but is it optimized? Are you matching yield strategies to your actual risk tolerance? Are you capturing all the yield opportunities available to you? Is your yield funding your lifestyle or just sitting idle?
We build a yield flywheel: optimize returns across staking, RWAs, lending protocols, and DeFi strategies matched to your risk tolerance. Create a systematic flow where yield funds expenses and growth, and positions you to capture new opportunities as they arise.
Concentrated in 1–2 positions. A 70% drawdown doesn’t just hurt — it materially changes your life, your retirement plans, your family’s security. No systematic diversification plan.
Stress testing across scenarios, systematic diversification strategies, and risk management. We help you understand what happens to your net worth in different market conditions and build resilience. Derivatives strategies available where appropriate.
Making investment decisions without coordinating with tax planning. Selling at the wrong times, triggering unnecessary taxes. Not using available strategies to minimize tax drag.
Coordinate investment strategy with tax planning — long-term capital gains, tax-loss harvesting, charitable giving, estate planning. We work alongside your CPA to ensure your wealth management decisions are tax-efficient.
Your estate plan doesn’t account for digital assets. Your family doesn’t know how to access your crypto. No documented succession plan. Your wealth could be lost or tied up in probate.
Documented succession plans, beneficiary designations, trust structures, and family education. MPC wallets with encrypted backup ensure your family can recover access. We coordinate with your attorneys to ensure digital assets are properly addressed in your estate plan.
The Yield Flywheel
Building a self-sustaining system for expenses, growth, and opportunity — calibrated to your risk tolerance and goals
Most crypto investors have assets that are earning something — but not optimally. They're not matching yield strategies to their actual risk tolerance, not creating systematic cash flows for expenses, and not positioning themselves to capture new opportunities.
The goal isn't just maximizing yield. It's building a flywheel: yield funds expenses → reduces need to sell core positions → allows positions to compound → generates more yield → funds more opportunities.
Cash Flow Architecture
Custody Architecture: Your Control, Our Guidance
We never take custody. We help you implement the right infrastructure.
Recommended for
Anyone with a significant portfolio who wants to stay onchain
Recommended for
Larger holdings where insurance and maximum security outweigh flexibility needs
Recommended for
Investors with both active yield strategies and large long-term holdings
How Does Your Portfolio Compare?
Take our 5-minute diagnostic to assess your custody setup, yield optimization, risk management, tax efficiency, and estate planning.
Protocol Wealth is a registered investment adviser. This content is for informational purposes only and does not constitute personalized investment advice.