Digital wealth / STRATTFORT
Ownership, market transactions, custody and tokenisation. Considered within the wider structure of your business and private wealth.
Discuss your digital assetsThe architecture of digital wealth
The asset, the rights and the structure through which it is held.
Who can instruct, approve, transfer and report.
Administration and responsibility beyond the transaction.
A framework for the discussion, shaped around your circumstances.
Private & family interestsDigital assets in the wider wealth picture
Business requirementsTransactions, records and operating responsibilities
Asset & project structuresTokenisation and technical implementation briefs
A defined role. A considered approach.
We help turn business objectives into a clear brief for the legal, technical and financial specialists involved. Each engagement begins with an agreed scope and a clear account of which services each provider will deliver.
01 / Market transactions
Prepare the information a provider needs to assess a proposed transaction: the assets involved, expected size, timing, documentation and settlement requirements. Establish the questions to address before considering a provider’s terms.
02 / Asset movements
Document the intended assets and networks, transfer dependencies, confirmation steps and settlement records. The brief identifies the decisions, instructions and information that any appointed execution provider will require.
03 / Holding & control
Define instruction rights, approval processes, access controls, reporting and continuity arrangements. Record who will hold the assets and who is responsible for safekeeping, administration and decisions.
04 / Investment requirements
Organise the questions to take to your investment adviser: objectives, liquidity needs, fees, lockups, counterparty exposure and withdrawal terms. For third-party yield proposals, the brief addresses how returns are generated, when capital can be accessed and what could cause loss.
05 / Assets & rights
Start with the underlying asset and the rights a token is intended to represent. Prepare a brief covering ownership records, transfer conditions, administration and the legal and technical work needed before implementation.
06 / Systems & operations
Map the business process, system permissions, data flows and operating responsibilities. Define requirements for integration, access management, monitoring, support and continuity so that a technical proposal can be assessed against the business need.
Onboarding & documentation
KYC and AML documentation is part of establishing the information needed for a proposed engagement.
Organise the information checklist specified by the relevant provider and identify outstanding documents.
The provider remains responsible for its own checks, acceptance decisions and any further information it requires.
Discuss the documentation requirementsYour circumstances
Consider digital holdings alongside other assets, family responsibilities and succession. Establish who holds the information, who can instruct and how the arrangements continue.
Define the business purpose of a proposed digital-asset transaction, its documentation, approval process and reporting requirements.
Set out the proposed role of tokenisation, the rights involved and the legal and technical questions that need to be addressed before implementation.
The first conversation
Describe the assets, the ownership arrangement, the business purpose and the decisions ahead.
Identify the information, responsibilities and specialist questions relevant to the proposed activity.
Agree the role of STRATTFORT and identify where input from appointed legal, investment, execution or custody providers is required.
Digital wealth
