Who We Serve
Integrated Wealth Strategy for complex families, founders, and entities.
Protocol Wealth helps founders, executives, business owners, families, and entities turn complex or concentrated wealth into one documented fiduciary process across planning, investments, liquidity, family coordination, private assets, digital assets where relevant, custody/access, and risk.
Human accountability for every decision.
Breadth first
Different clients. One Integrated Wealth Strategy architecture.
Complexity may come from a company, an equity grant, a family balance sheet, an entity treasury, or meaningful digital-asset exposure. Digital assets are an important specialty capability, but they are not the firm's entire identity. The umbrella is Integrated Wealth Strategy.
See how Integrated Wealth Strategy worksExplore founder wealth planning
Founders, Executives, and Business Owners
Concentrated wealth, business value, equity compensation, private-company shares, liquidity events, family goals, tax coordination, estate coordination, and diversification.
Explore founder wealth planningExplore complex family wealth
HNW/UHNW Families
Complex portfolios across taxable accounts, retirement accounts, trusts, entities, real estate, private investments, operating businesses, cash, and digital assets where relevant.
Explore complex family wealthExplore entity treasury advisory
Entities and Treasuries
Runway, cash policy, liquidity, reserves, investment policy, governance, custody, signer and access controls, risk limits, and documentation.
Explore entity treasury advisoryExplore digital asset advisory
Digital Asset Holders
Digital assets create specialized custody, tax, liquidity, estate, concentration, cybersecurity, and operational risks.
Explore digital asset advisoryThe connective tissue
The label matters less than the decision system.
We start by mapping what the wealth needs to do: family objectives, business obligations, entity needs, liquidity, taxes, estate coordination, custody/access, and risk limits. Technology supports the process. Human fiduciaries remain accountable for client-facing recommendations.
Digital assets as a specialty capability
Crypto and digital assets are one complex asset class, one specialty capability, and one hard-edge proof of the firm's process. The dedicated /crypto section exists for clients and searchers who need deeper guidance on custody, liquidity, concentration, tax coordination, estate access, treasury policy, and risk.
Start by mapping the complexity.
Use the diagnostic hub to choose the path that fits your situation, then decide whether a deeper advisory conversation makes sense.