01Counsel
Counsel of record
Tax counsel · Estate counsel · Trust attorneys · Bankruptcy & QSBS specialists · Jurisdiction-specific counsel
Liquidity & tax optimization for crypto holders
Plan yourexit.
Unlock liquidity from your position. Reduce, defer, or eliminate the tax. A coordinated path from unrealized gains to working capital — modeled before you commit, monitored after you sign.
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The protocolSame protocol.
Same protocol.
Every client.
The discipline is fixed. The strategy is bespoke.
01
On-chain analysis
Multi-chain cost basis at the transaction level. DeFi, staking, airdrops, and liquidity-pool exits all attributed.
02
Liquidity & tax paths
Every tool modeled against your lifecycle, jurisdiction, liquidity needs, and goals. The output is a comparison, not a recommendation.
03
Partner coordination
Counsel, lenders, fund partners, custodians, and administrators lined up before you commit. We project-manage the rollout.
04
Continuous oversight
Year-round basis tracking, LTV monitoring, election timing, and regulatory changes. Adjustments before they become amendments.
The benchCoordinated,
Coordinated,
not introduced.
→
02Capital
Capital partners
Crypto-native lenders · QOF sponsors · PPLI carriers · Investment banks & brokers
03Operations
Custody & administration
Digital-asset custodians · Trust companies · Fund administrators · Qualified intermediaries
04Advisory
CPAs & financial advisors
Tax preparers · Financial advisors & RIAs · Existing-advisor coordination · Family-office liaison
05Compliance
Reporting & compliance
Crypto tax-reporting platforms · Regulatory monitoring · Document & filing automation
Partner relationships are confirmed before any engagement is scoped. We do not name partners publicly until they have agreed to that representation.
The instruments
Crypto-specific tools.
01 / Standard
Crypto-compatible PPLI
Permanent shelter that compounds tax-free, with cash access via policy loans. Estate-includible only at death with full step-up.
CodeIRC §7702LiquidityPolicy loans
02 / Standard
Crypto-backed Lending
Liquidity from your position without selling. LTV-aware credit lines coordinated with crypto-native lenders, structured to avoid recognition events.
PathBorrow, don't sellForActive liquidity
03 / Lite
QOF Placement
Opportunity Zone deferral with the December 2026 window. Coordinated with QOFs willing to take crypto contributions in-kind.
Code§1400Z-2PathDeferral + step-up
04 / Standard
IDGT + Installment Sale
Sell appreciated crypto to a grantor trust for a note. Liquidity from note payments at AFR rates; future appreciation outside your estate.
Code§671–§679LiquidityNote payments
05 / Specialty
Wyoming DAO LLC
Governance and limited liability for on-chain entities. Formal LLC wrapper with legal standing for partners and counsel.
CodeWY §17-31ForDAOs & on-chain
06 / Premium
PR Act 60
Effective rate near zero with bona-fide PR relocation. Future capital gains on assets acquired post-move are PR-source.
CodePR Act 60PathRelocation
07 / Standard
Long/Short Tax-Aware SMA
Pairs long and short positions to systematically harvest losses while maintaining market exposure — more flexible in crypto than in equity SMAs.
PathLoss harvestingForActive markets
08 / Lite
Staking / Mining LLC
For validators, delegated stakers, and miners — an LLC wrapper with retirement-plan eligibility and pass-through optimization.
Code§162ForActive income
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The orchestrationModeled by AI.
Modeled by AI.
Executed by people.
Integration-first. The strategy engine stays deterministic — AI sits in the experience and coordination layers.
01
Strategy Discovery
A conversation that surfaces which strategies apply.
02
Plain-language Queries
"What would I save?" — engine answers, AI explains.
03
Document Drafting
Trust documents drafted for professional review.
04
Educational Guide
Adaptive explanations grounded in IRS publications.
05
Professional Matching
Matched to counsel by jurisdiction and specialization.
06
Continuous Monitoring
IRS rulings and your milestones, year-round.
“We orchestrate. The strategy engine stays deterministic — AI sits in the experience and coordination layers.”
How we workOne stop
One stop
shop.
Whether you need one tool or ten, we coordinate the full stack — counsel, capital, custody, and compliance — under one roof.
A — Strategy
The full toolkit.
Multi-tool engagement coordinated across counsel, lenders, fund partners, and custodians — built for both liquidity and tax outcomes.
Liquidity + tax paths modeled in parallelMulti-partner coordinationYear-round monitoring
Start strategy →B — Single Product
One tool, scoped.
When you already know what you need: a credit line, residency, single trust, custody alignment.
One tool, scoped to your situationSingle partner handoffFaster path to engagement
Pick a tool →Begin your intake.
Unlock liquidity. Reduce, defer, or eliminate the tax. A coordinated path from unrealized to working capital.