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Crypto asset management for family offices

Individually managed crypto portfolios for family offices: Segregated Managed Accounts with market-adaptive strategies, systematic risk management and institutional-grade trading and custody infrastructure from Switzerland.

Digital assets as part of institutional 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?

  1. Individual mandate structure

    The portfolio is managed within an individually defined mandate, instead of being pooled with other investors' capital in a collective vehicle.

  2. Segregated accounts

    The assets remain in an individually managed account, so the mandate structure, risk profile and control stay clearly separate from other clients' assets.

  3. Transparency and reporting

    Family offices receive a clear view of the mandate's positioning, key performance indicators, fees and performance.

  4. Individual risk management and strategy

    Risk parameters, trading strategy and market exposure can be tailored to the requirements of each family office.

More about Segregated Managed Accounts

Active crypto asset management: market-adaptive strategies across market phases

Crypto markets move in pronounced cycles and can be highly volatile. This wider range of fluctuation regularly opens up trading opportunities with an attractive risk-to-reward ratio. Digital Estate does not follow a purely passive buy-and-hold approach, but actively manages the mandate according to the market regime – with long and short positioning and firmly defined risk parameters.
This is often based on our proprietary DEUS Alpha Quant strategy. How market structure, liquidity, timing, exposure and risk management are combined is explained in more detail on our page about our investment strategy.

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 structured 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 careful and responsible 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.

Discuss a crypto mandate for your family office

Are you planning a strategic 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.
Dominik Schneeberger, Gründer & Managing Partner der Digital Estate Group AG, Zug

Dominik Schneeberger

Founder & Managing Partner

Personally looks after selected mandates – from strategy development to implementation.

Arrange a personal consultation