Wealth Management Services are professional advisory and investment management offerings provided to high-net-worth individuals and families. These services encompass financial planning, portfolio management, tax planning, and estate planning. In the digital asset sector, it includes advising clients on cryptocurrency investments, digital asset estate planning, and secure custody solutions.
Context
The current state of Wealth Management Services regarding digital assets is evolving, with increasing demand from clients seeking exposure to cryptocurrencies and tokenized assets. A key discussion revolves around educating advisors on digital asset specifics and developing compliant strategies for their inclusion in client portfolios. Future developments will likely see specialized digital asset wealth management solutions and increased integration of crypto into traditional financial planning.
Integrating direct spot crypto trading into the brokerage platform captures new AUM and drives superior client retention through unified digital asset access.
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