Genuine feedback from clients who have engaged our advisory services for digital asset education, integration planning, and strategic review.
Return HomeReviews from individuals and families who have worked with our team to navigate digital asset considerations.
Kevin Lim
Tanjong Pagar
The education program helped me understand what I was actually considering rather than just following recommendations. Jonathan and his team took time to address my specific questions about security and custody, which were my main concerns. The materials they provided are references I still consult months later.
December 18, 2024
Priya Tandon
Orchard
Sarah's integration planning service was exactly what I needed. She modeled several scenarios including adverse outcomes, which helped me think through sizing appropriately for my circumstances. The approach felt measured and realistic rather than overly optimistic about potential returns.
December 22, 2024
Marcus Goh
Bukit Timah
Appreciated the technical depth that Rajesh brought to discussions about different protocols. As someone with a tech background, I valued being able to dig into how things actually work rather than just market positioning. Helped me make more informed decisions about which assets made sense to consider.
December 8, 2024
Amanda Koh
Marine Parade
The annual review helped me realize my original allocation thesis no longer fit my circumstances after a job change. The team walked through updated scenarios and we adjusted strategy accordingly. I value having this scheduled opportunity to reassess rather than just continuing on autopilot.
December 29, 2024
Daniel Wong
Clementi
Found the Singapore tax treatment discussion particularly helpful during integration planning. David explained current regulations clearly and helped me understand reporting requirements. Also appreciated that they encouraged consulting my tax advisor for specific guidance rather than claiming to provide comprehensive tax advice.
December 15, 2024
Lisa Chen
Novena
Michelle adapted the education sessions to my pace and areas of interest, which made the learning process much more effective than trying to absorb everything at once. The interactive format meant I could explore topics I found confusing rather than moving through a fixed curriculum.
December 11, 2024
Ravi Teo
Serangoon
The independence from platforms and products was important to me. I wanted guidance that wasn't tied to selling specific solutions. The team discussed various custody and exchange options based on their characteristics rather than pushing particular providers, which felt more trustworthy.
December 26, 2024
Vivian Ng
Tampines
Quarterly updates between annual reviews keep me informed about regulatory changes and market structure developments without requiring constant attention. The summaries are concise but cover relevant points I should be aware of regarding my holdings.
December 20, 2024
James Tan
Queenstown
Valued the balanced perspective that acknowledged both potential and actual pitfalls in the digital asset space. The team didn't oversell or try to maximize allocation, which made their guidance feel more credible. They helped me size positions I was comfortable with given uncertainty involved.
December 5, 2024
Detailed examples of how our advisory services have supported clients through different aspects of digital asset consideration and management.
A senior software engineer in Singapore's fintech sector had followed digital asset developments for several years but struggled to decide whether and how to allocate within his investment portfolio. He understood the technology but found it difficult to assess appropriate sizing given his other financial obligations and objectives. He was concerned about market volatility and wanted guidance that acknowledged uncertainty rather than promoting maximum allocation.
We engaged Integration Planning services to model various allocation scenarios. Sarah worked with the client to map his complete financial picture including existing portfolio, property holdings, and near-term liquidity needs. We modeled allocations at several different levels, showing potential outcomes under both favorable and adverse market conditions. The analysis incorporated Singapore tax treatment and addressed custody considerations appropriate to different holding sizes. We established decision frameworks including rebalancing triggers and circumstances that might warrant strategy reassessment.
The client implemented a measured allocation sized at approximately 7% of his liquid portfolio, with clear thresholds for adding or reducing positions based on predetermined criteria. He reported feeling more confident in this approach because the sizing reflected his risk tolerance and the framework provided structure for future decisions. Six months later, when the market experienced significant volatility, he referred to the predetermined guidelines rather than making reactive adjustments. The planning documentation continues to serve as reference for periodic reviews.
"The modeling helped me see what different allocation levels might mean under various scenarios. I appreciated that Sarah included adverse outcomes rather than just showing optimistic projections. It made the planning feel more realistic."
A Singapore-based family office managing wealth across multiple generations received inquiries from younger family members about including digital assets in the portfolio strategy. The senior advisors had limited familiarity with this asset class and wanted education before making recommendations to the family. They sought objective guidance that would help them evaluate whether digital asset allocation made sense given the family's conservative investment philosophy and multi-generational time horizon.
We began with Asset Landscape Education adapted for the family office context, covering technical foundations, market structure, custody considerations, and regulatory environment. Michelle designed sessions that addressed questions specific to institutional holders and multi-generational planning. Following the education phase, we conducted Integration Planning to model how digital assets might fit within the existing portfolio structure. The analysis addressed governance considerations, succession planning implications, and strategies for phased allocation if the family decided to proceed.
The family office advisors developed sufficient understanding to facilitate informed discussions with family members about potential digital asset allocation. They implemented a small initial allocation as a learning position, establishing processes for custody, record-keeping, and governance oversight. The education program provided foundation for evaluating specific opportunities as they arise. The family enrolled in Annual Strategic Review services to maintain ongoing assessment as this allocation component matures. The advisors now feel equipped to address family member questions about digital assets with appropriate context and realistic perspective.
"The education program gave us the foundation we needed to have meaningful conversations with the family about this asset class. We appreciated the balanced perspective that helped us think through both opportunities and genuine uncertainties."
An individual had accumulated digital asset positions over three years through a combination of direct purchases and compensation from a blockchain company. His holdings had grown to represent nearly 30% of his net worth, significantly higher than originally intended. He felt uncertain whether this concentration level remained appropriate and lacked a structured framework for evaluating whether adjustments were warranted. He was also concerned about tax implications of any rebalancing under Singapore regulations.
We engaged Annual Strategic Review services to conduct comprehensive assessment of his current position. The review examined how his circumstances had changed since initial allocation, evaluated whether the original investment thesis remained valid, and modeled various rebalancing approaches including tax considerations. We discussed his evolving financial objectives and whether the current concentration aligned with his risk tolerance given these changes. David provided guidance on Singapore tax treatment for potential rebalancing transactions.
The client implemented a phased rebalancing plan to reduce concentration from 30% to approximately 12% over eighteen months, with specific criteria for timing transactions to manage tax impact. He reinvested proceeds into diversified holdings aligned with his broader objectives. The review established new decision frameworks appropriate to his current circumstances and the updated concentration level. He continues with annual reviews to maintain strategic alignment as conditions evolve. The structured approach helped him move from reactive concern about concentration to proactive management with clear rationale.
"The review helped me step back and assess whether my current holdings still made sense given how both my situation and the positions themselves had evolved. Having predetermined criteria for rebalancing removed a lot of the emotional difficulty from the decision."
Our commitment to quality advisory services reflected in client feedback and engagement statistics.
Years in Digital Asset Advisory
Clients Advised
Average Client Rating (out of 5)
Client Retention Rate
Singapore Fintech Association Member
CFA Institute Standards Adherence
MAS Regulatory Awareness
Blockchain Education Network
Multiple ways to reach us for inquiries, consultations, or to discuss how our services might support your digital asset considerations.
+65 6847 3618
Monday - Friday: 9:00 AM - 6:00 PM
50 Collyer Quay, #10-12
OUE Bayfront
Singapore 049321
Monday - Friday: 9:00 AM - 6:00 PM
Saturday: 10:00 AM - 2:00 PM
Sunday: By appointment only
Experience the difference that education-centered, balanced advisory can make in your digital asset consideration process.
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