Alternative and digital-asset holding, kept under review
另類及數碼資產的合規持有與定期覆核
For family offices that want measured exposure to alternative and digital assets without stepping outside a compliant structure — held in trust or custody, executed via licensed brokers, and reviewed on a schedule rather than left to drift.
A family office wants measured exposure to alternative and digital assets without stepping outside a compliant structure — and wants that exposure reviewed on a schedule, not left to drift.
- A trust or custody structure to hold alternative-asset positions
- Execution via licensed third-party brokers and platforms
- Periodic compliance review and consolidated reporting
- Coordination with your tax and legal advisers on applicable concessions
Diligence is the product.
What lets us onboard the clients others decline is the same thing that protects every family we serve: due diligence done properly, then signed off by someone licensed to stand behind it. We treat the evidence file as a deliverable in its own right.
- Multi-source screening Identity, ownership and source-of-wealth are checked against many independent sources, not a single database.
- Technology-assisted We use technology to widen and speed the search — so depth does not cost you weeks.
- Licensed sign-off Every file is closed out by a licensed professional who puts their name to the conclusion.
Let’s map the right structure for your family and business
為家族與企業，築穩根基，謹慎守護
A first conversation is confidential and without obligation. Tell us what you are protecting and who it is for.
Contact Aegivest One