Services

Our Services for Crypto Investors

At Vaultstone Advisory, we make crypto easy for you. Whether you're an individual just starting out, a family exploring options, or a small business curious about digital assets, our services focus on safe, straightforward ways to learn, invest, and protect your money.

We adhere to all U.S. regulatory requirements, including comprehensive anti-money laundering checks, to ensure security and compliance. Our mission is to empower you with confidence in crypto, through clear education, thoughtful planning, and secure storage, ultimately making investment opportunities straightforward and accessible.

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Our Core Services

1

Digital Asset Education & Adoption

We break down crypto so it's not scary—perfect for newbies.

  • Workshops & Videos:
    ‍    Simple lessons on what blockchain is, Bitcoin basics, and how to store coins safely.
  • One-on-One Help:
    Personal coaching to set up your first wallet without mistakes.
  • Group Training:
    For families or teams, learn together and avoid common scams.
  • Safety Tips:
    Easy guides on strong passwords, spotting fraud, and basic security checks.

Consulting & Strategy Development

Get a Simple Plan for Your Crypto Goals.

  • Strategy Design:
    ‍    General recommendations on allocations and integration with traditional portfolios.
  • Ongoing Reviews:
    Insights into trends, risks, and tax considerations.
  • Risk Evaluations:
    Tailored discussions based on age, goals, and liquidity needs.
  • Best Practices:
    From wallets to insured custody providers.

Project Due Diligence & Research

Before you invest, we do the homework on crypto projects—saving you time and worry.

  • Clear Reviews:
    We look at the people, technology, and safety behind new crypto opportunities.
  • Easy-to-Read Risk Reports:
    Simple scores showing potential risks—from scams and hacks to regulation changes.
  • Guided Research:
    Helping you explore safer options without getting lost in technical details.

Security & Storage Consulting

Keep Your Crypto Safe and Simple

  • Easy Setup:
    Help with basic wallets, backups, and extra security steps.
  • Safety Checks:
    Review your setup and fix weak spots.
  • Family-Friendly Options:
    Secure ways to share or pass on crypto to loved ones.
  • Everyday Tips:
    How to avoid phishing (fake emails) and use insured storage.

Family Office & Institutional Support

Tailored programs for high-net-worth families and organizations.

  • Multi-Generational Strategies:
    Planning for heirs and secure wealth transfer.
  • Succession & Governance:
    Integrating digital assets into trusts and governance frameworks.
  • Advisory Support:
    Helping financial firms and fiduciaries adapt to blockchain.
  • Best Practices:
    Security, due diligence, and regulatory alignment at every step.

Managed Funds

Access Professional Management for Your Crypto Investments.

  • Active Management:
    Professionally structured portfolios designed to capture growth while managing downside risks.
  • Hands-Off Simplicity:
    We handle custody, rebalancing, and market monitoring so you don’t have to.
  • Transparency:
    Regular reporting on performance, fees, and market outlooks.
  • Secure Custody with Vultisig:
    Assets safeguarded through cutting-edge multi-party computation (MPC) technology.
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Becoming A Client

1

Introduction

We start by getting to know you—your financial history, your goals, and what matters most to you.

2

Understanding Your Needs

Together, we’ll uncover your priorities and vision for the future. This becomes the foundation for building a plan that supports your objectives.

3

Strategy & Recommendations

With a clear picture of your needs, we create a straightforward, customized strategy designed to protect and grow your digital wealth.

4

Putting the Plan in Place

Once you’re comfortable with the recommendations, we’ll guide you through each step of putting the plan into action.

5

Ongoing Support

We regularly review your progress and adjust as needed, keeping your plan on track as your life and the markets evolve.

Why Vaultstone Advisory?

Compliance First

Every service aligns with U.S. regulatory standards.

Private-Client Mindset

Simple, conservative, stability-focused education and support.

Best-in-Class Practices

Custody, diligence, and security at institutional grade.

Clear Pathways

Our services naturally lead into Vaultstone funds—professionally managed, diversified digital asset LPs for qualified investors.

Get Started

Ready to take your first secure step into digital assets?
Contact Us for a complimentary consultation.
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