Crypto
Crypto wealth inside a broader fiduciary plan.
For clients whose tokens, wallets, staking, unlocks, or onchain activity are meaningful enough to affect the rest of the balance sheet.
What we map first
The first job is to name the moving parts.
Each situation is different, but the planning work starts the same way: organize the facts, clarify what the wealth needs to do, and decide which decisions need specialist coordination before acting.
01
Wallet authority, custody options, access, recovery, and signer controls.
02
Token concentration, unlock schedules, liquidity needs, and tax coordination.
03
Estate access, reporting, and the boundary between advice and custody.
Coordinate planning around digital assets with the rest of the portfolio.
Work with tax and legal professionals where tax, entity, or estate questions are involved.
Document the process so human fiduciaries remain accountable for client-facing advice.
The deeper digital-asset section covers custody, control, treasury, and investor use cases in more detail.
Next step
Start with the path that fits your situation.
Use the diagnostic to organize the facts, or read the deeper capability page if you want more context before starting a conversation.
General information only
This page is educational and is not personalized investment, tax, legal, custody, or estate advice. Advisory services are provided only under a signed advisory agreement. Protocol Wealth coordinates with qualified tax and legal professionals where those questions are involved.
Other situations
Employee liquidity event
A liquidity event can compress exercise, tax withholding, lockup, sell-down, and reinvestment decisions into a short window.
Small business owner
A business owner plan needs to connect distributions, reserves, exit options, taxes, estate coordination, insurance, and reinvestment.
Retirement income
Income planning connects withdrawal sequencing, cash reserves, taxes, portfolio risk, Social Security timing, required distributions, and legacy goals.
Growth investor
A growth plan should define goals, time horizon, liquidity, tax coordination, concentration limits, and review triggers before asset selection.