PL
Prism Ledger

Advisory Solutions for Informed Digital Asset Decisions

Three distinct services addressing different stages of your digital asset journey, from initial education through strategic integration and ongoing portfolio review.

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Our Advisory Approach

We deliver advisory services through a methodical process that prioritizes understanding and realistic assessment. Each service is designed to address specific needs at different points in your digital asset consideration process, with the flexibility to engage services independently or sequentially as your situation evolves.

1

Initial Assessment

We begin by understanding your current knowledge level, financial circumstances, objectives, and any existing digital asset holdings or preliminary research you have conducted.

2

Tailored Delivery

We customize content depth, pacing, and focus areas based on your situation. Education sessions adapt to your questions, and planning recommendations reflect your specific circumstances rather than generic frameworks.

3

Ongoing Support

All services include written documentation and email availability for follow-up questions. We maintain engagement beyond formal sessions to ensure you have support as implementation progresses.

Asset Landscape Education

Asset Landscape Education

A structured learning program covering the digital asset ecosystem from foundational concepts through current market dynamics. Sessions are interactive rather than lecture-based, allowing you to direct focus toward areas of greatest interest or confusion. We discuss both the potential and the very real scenarios where holdings have declined or projects have failed. The education program helps you develop your own informed perspective rather than simply accepting ours. Materials provided become references you can return to over time.

Key Benefits

  • Customized learning pace adapted to your existing knowledge
  • Balanced coverage of opportunities and actual adverse scenarios
  • Interactive sessions where you direct focus areas
  • Comprehensive reference materials for ongoing consultation

Process Steps

  1. 01. Knowledge assessment and learning objective discussion
  2. 02. Core concepts covering blockchain technology and digital asset categories
  3. 03. Market structure, custody considerations, and security practices
  4. 04. Regulatory landscape and tax treatment in Singapore
  5. 05. Open discussion addressing your specific questions and concerns

Duration

4-6 sessions over 2-3 weeks

Investment

S$780

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Integration Planning

Strategic advisory on incorporating digital assets into your existing financial structure in a measured way. This service addresses sizing questions, timing considerations, tax implications under current Singapore regulations, and integration with legacy investment accounts for reporting purposes. We model different scenarios to illustrate potential outcomes under various market conditions. The planning output is a practical roadmap with decision points and contingency provisions clearly marked.

Key Benefits

  • Scenario modeling across favorable and adverse market conditions
  • Singapore-specific tax treatment and reporting considerations
  • Integration with existing portfolio for comprehensive view
  • Written roadmap with clear decision points and contingencies

Process Steps

  1. 01. Complete financial profile including existing holdings and objectives
  2. 02. Scenario analysis modeling various allocation levels and market outcomes
  3. 03. Tax and regulatory compliance discussion specific to Singapore
  4. 04. Implementation roadmap development with timing and sizing guidance
  5. 05. Review and refinement based on your feedback and concerns

Duration

3-4 weeks engagement

Investment

S$1,950

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Integration Planning
Annual Strategic Review

Annual Strategic Review

A comprehensive yearly assessment of your digital asset strategy in light of personal circumstances changes, market evolution, and regulatory developments. This review examines whether your original thesis remains valid and whether adjustments are warranted. We consider both the digital and traditional portions of your portfolio in context. The review produces an updated strategy document and identifies any action items requiring attention. Between annual reviews, you receive quarterly summary reports.

Key Benefits

  • Holistic assessment including both digital and traditional holdings
  • Evaluation of whether original strategy thesis remains valid
  • Updated strategy document with identified action items
  • Quarterly summary reports between annual reviews

Process Steps

  1. 01. Portfolio performance assessment and position review
  2. 02. Personal circumstances changes and objective realignment
  3. 03. Market and regulatory environment update since last review
  4. 04. Strategy validation or adjustment recommendations
  5. 05. Updated documentation and action item prioritization

Duration

Annual engagement

Investment

S$1,100

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Service Comparison

Understanding which service best fits your current needs and how they might work together over time.

Feature Asset Landscape Education Integration Planning Annual Strategic Review
Best For Initial learning and concept understanding Planning initial allocation or integration Existing holders needing ongoing review
Duration 2-3 weeks 3-4 weeks Ongoing annually
Deliverable Reference materials & session notes Implementation roadmap Updated strategy document
Scenario Modeling Basic examples Comprehensive analysis Updated scenarios
Tax Considerations Overview discussion Detailed planning Annual update
Follow-up Support 30 days email 90 days email Ongoing + quarterly reports
Investment S$780 S$1,950 S$1,100

Service Sequencing Guidance

Many clients begin with Asset Landscape Education to build foundational understanding before proceeding to Integration Planning when ready to allocate. The Annual Strategic Review becomes relevant once you have existing holdings to assess. However, services can be engaged in any order based on your current situation and needs.

Those already familiar with digital assets may proceed directly to Integration Planning or engage the Annual Strategic Review if they have existing positions requiring assessment. We adapt our approach to meet you where you are in the process.

Our Service Delivery Standards

Confidentiality Protection

All client information, portfolio positions, and strategic discussions remain strictly confidential. We implement secure communication channels and maintain separation between client files throughout engagements.

Complete Documentation

We provide comprehensive written materials for all recommendations, analyses, and strategic frameworks. These documents become references you can consult over time as questions arise or circumstances change.

Flexible Scheduling

Sessions can be scheduled around your availability, with options for in-person meetings at our Singapore office or remote consultations via video conference. We accommodate different time zones for international clients.

Ongoing Communication

We maintain email availability for questions during and after service delivery. Typical response times are within one business day, ensuring you have support when needed rather than only during scheduled sessions.

Ready to Begin Your Advisory Engagement?

Schedule a consultation to discuss which service best addresses your current needs and how we can support your digital asset consideration process.

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