Family Office Solutions
Bespoke digital asset allocation for family offices
Risk-managed exposure to the current and next generation of core digital assets and alpha-enhancing opportunities, with downside protection and full portfolio flexibility.
- Target annual return
- 15%+
- Mandate AUM
- US$50M+
- Inception
- 2021
- Minimum
- US$5M
Investment strategy
A dynamic allocation strategy: actively managed positioning between core digital assets (BTC, ETH) and emerging tokens, under a rigorous risk framework that controls the downside.
Designed for family offices and HNW individuals seeking digital asset exposure, and suited to qualified investors with a long-term horizon and corresponding risk tolerance.
- Core holdings
- BTC, ETH 60–80%
- Satellite
- Emerging tokens & DeFi
- Risk budget
- Max drawdown ≤ 25%
- Rebalancing
- Monthly, dynamic
- Family offices
- —
- HNW individuals
- —
- Institutions
- —
- Long-term investors
- —
Performance
Performance data is disclosed to qualified investors only. Contact us for historical NAV, monthly returns and risk metrics.
Terms and structure
- Strategy type
- Multi-asset allocation
- Minimum investment
- US$5,000,000
- Management fee
- 1.5%
- Performance fee
- 20%
- Lock-up
- 1 year
- Redemption
- Quarterly
- Administrator
- Taishan Technology
- Custodian
- Multi-custodian
The team behind the mandate
Chief Investment Officer
Head of Family Office StrategyOver 15 years in asset management, focused on digital asset allocation for HNW families.Portfolio Manager
Head of Quantitative StrategyFormerly at a top-tier hedge fund, specialising in crypto quantitative strategies.
Interested in the Family Office mandate?
Tell us about your objectives and our team will arrange an allocation discussion.