Expertise
Crypto asset management for family offices
Individually managed crypto portfolios for family offices: Segregated Managed Accounts, active risk management and institutional-grade infrastructure from Switzerland.
Digital assets as part of professional wealth structures
For family offices, crypto assets are not merely a question of return potential. What matters is integration into the existing wealth architecture, clear responsibilities, controlled risks, transparent processes and an infrastructure that runs smoothly and securely even for larger investments.
Digital Estate, based in Zug, offers specialised crypto asset management for family offices and discerning investors. Portfolios are managed through individually held Segregated Managed Accounts (SMA) and tailored to the mandate size, risk profile and strategic requirements of the investor.
Further reading: Crypto asset management in Switzerland.
Segregated Managed Account
Why a Segregated Managed Account (SMA) for family offices?
- 01
Individual mandate structure
The portfolio is managed within an individually defined mandate, instead of being pooled with other investors' capital in a collective vehicle.
- 02
Segregated asset structure
The assets remain in an individually managed account, so the mandate structure, risk profile and control stay clearly separate from other clients' assets.
- 03
Transparency and reporting
Family offices receive a clear view of the mandate's portfolio, positioning and performance.
- 04
Individual risk management and strategy
Risk parameters, trading strategy and market exposure can be tailored to the requirements of each family office.
Active crypto asset management: market-adaptive strategies across market phases
Crypto markets move in pronounced cycles and can be highly volatile. Digital Estate therefore does not follow a purely passive buy-and-hold approach. Portfolio management can combine long and short strategies, market-adaptive positioning and firmly defined risk parameters.
The proprietary DEUS Alpha Quant strategy combines market structure, liquidity and volume analysis, technical chart analysis, quantitative models and time-cycle analysis to support timing, exposure and risk control.
Integrating crypto assets into the family office structure
Crypto asset management should not be viewed in isolation. For family offices, the key question is how digital assets are integrated into existing wealth, governance and reporting structures.
Digital Estate can manage the crypto allocation as a specialised mandate within an overarching wealth structure. Depending on the situation, external tax, legal, compliance and structuring partners can be involved.
Further reading: Crypto asset management for large portfolios.
Designed for larger mandates
The SMA structure is particularly suited to investors seeking an individually managed crypto portfolio with professional processes and personal support. Digital Estate focuses in particular on larger private and institutional mandates: portfolios of CHF 1 million and above.
Further reading: Crypto wealth management for private clients.
Crypto asset management from Zug, Switzerland
Digital Estate Group AG is based in Zug, Switzerland. The location combines an internationally established blockchain and digital asset ecosystem with the Swiss tradition of professional crypto wealth management.
Your personal contact
Selected mandates receive personal support. The initial consultation covers your starting position, existing crypto allocation, mandate size, risk profile and the requirements of your family office. Onboarding, including KYC/KYB, follows as the next step. The account is then ready for its first trade in around 2–3 weeks.
Dominik Schneeberger, Founder & Managing Partner
Discuss a crypto mandate for your family office
Are you considering a professional crypto allocation, or would you like an existing crypto portfolio to be managed more actively and with more structure? We would be pleased to discuss your family office's requirements in person.