Your tokens deserve a real financial plan.
You bought Bitcoin in 2019 on a whim. Now it's almost too much of your net worth. What do you do?
We help you fit it into the rest of your financial life. From portfolio allocation and taxes to custody and estate planning.
Crypto planning is included in all of our planning relationships at no additional charge.
Your tokens deserve a real financial plan.
You bought Bitcoin in 2019 on a whim. Now it's almost too much of your net worth. What do you do?
We help you fit it into the rest of your financial life. From portfolio allocation and taxes to custody and estate planning.
Crypto planning is included in all of our planning relationships at no additional charge.
Your tokens deserve a real financial plan.
You bought Bitcoin in 2019 on a whim. Now it's almost too much of your net worth. What do you do?
We help you fit it into the rest of your financial life. From portfolio allocation and taxes to custody and estate planning.
Crypto planning is included in all of our planning relationships at no additional charge.
Who This Is For
Most financial advisors either hate crypto or treat it like magic internet money. You need someone who takes the position seriously and puts it in perspective.
A Concentrated Position
Crypto is a meaningful share of your wealth, and you want a plan for how much to keep, when to trim, and what comes next.
Early Holders with Gains
You have substantial unrealized gains and want to weigh diversification, liquidity, and taxes together—not one trade at a time.
Self-Custody & Inheritance
You hold your own keys but don’t yet have a clear plan for how your family would find, access, and inherit your assets.
An Advisor Who Engages
Your current advisor won’t discuss crypto, leaving an important part of your financial life outside the plan.
Who This Is For
Most financial advisors either hate crypto or treat it like magic internet money. You need someone who takes the position seriously and puts it in perspective.
A Concentrated Position
Crypto is a meaningful share of your wealth, and you want a plan for how much to keep, when to trim, and what comes next.
Early Holders with Gains
You have substantial unrealized gains and want to weigh diversification, liquidity, and taxes together—not one trade at a time.
Self-Custody & Inheritance
You hold your own keys but don’t yet have a clear plan for how your family would find, access, and inherit your assets.
An Advisor Who Engages
Your current advisor won’t discuss crypto, leaving an important part of your financial life outside the plan.
Who This Is For
Most financial advisors either hate crypto or treat it like magic internet money. You need someone who takes the position seriously and puts it in perspective.
A Concentrated Position
Crypto is a meaningful share of your wealth, and you want a plan for how much to keep, when to trim, and what comes next.
Early Holders with Gains
You have substantial unrealized gains and want to weigh diversification, liquidity, and taxes together—not one trade at a time.
Self-Custody & Inheritance
You hold your own keys but don’t yet have a clear plan for how your family would find, access, and inherit your assets.
An Advisor Who Engages
Your current advisor won’t discuss crypto, leaving an important part of your financial life outside the plan.
What We Actually Do
Portfolio Allocation
Decide how much crypto fits alongside your other investments, spending needs, and goals. Discuss concentration risk and when to hold, trim, or rebalance.
Stablecoin Yield Evaluation
Evaluate stablecoin yield opportunities in the context of your plan—not as a substitute for cash. Counterparty, depegging, and platform risks can lead to loss.
Crypto Tax Planning
Review cost basis, potential tax-loss harvesting, and the timing of realized gains. Coordinate planning decisions with your tax professional; tax outcomes depend on your circumstances.
Crypto Estate Planning
Build an inventory of digital assets, review beneficiary options where available, and coordinate access and inheritance planning with your estate attorney.
The plan comes first. Custody and separately managed strategies are considered where appropriate—not every client needs every service. We don’t sell products, promise returns, or treat speculative trades as a financial plan.
What We Actually Do
Portfolio Allocation
Decide how much crypto fits alongside your other investments, spending needs, and goals. Discuss concentration risk and when to hold, trim, or rebalance.
Stablecoin Yield Evaluation
Evaluate stablecoin yield opportunities in the context of your plan—not as a substitute for cash. Counterparty, depegging, and platform risks can lead to loss.
Crypto Tax Planning
Review cost basis, potential tax-loss harvesting, and the timing of realized gains. Coordinate planning decisions with your tax professional; tax outcomes depend on your circumstances.
Crypto Estate Planning
Build an inventory of digital assets, review beneficiary options where available, and coordinate access and inheritance planning with your estate attorney.
The plan comes first. Custody and separately managed strategies are considered where appropriate—not every client needs every service. We don’t sell products, promise returns, or treat speculative trades as a financial plan.
What We Actually Do
Portfolio Allocation
Decide how much crypto fits alongside your other investments, spending needs, and goals. Discuss concentration risk and when to hold, trim, or rebalance.
Stablecoin Yield Evaluation
Evaluate stablecoin yield opportunities in the context of your plan—not as a substitute for cash. Counterparty, depegging, and platform risks can lead to loss.
Crypto Tax Planning
Review cost basis, potential tax-loss harvesting, and the timing of realized gains. Coordinate planning decisions with your tax professional; tax outcomes depend on your circumstances.
Crypto Estate Planning
Build an inventory of digital assets, review beneficiary options where available, and coordinate access and inheritance planning with your estate attorney.
The plan comes first. Custody and separately managed strategies are considered where appropriate—not every client needs every service. We don’t sell products, promise returns, or treat speculative trades as a financial plan.
Custody & Our Crypto Platform
Client digital assets are held exclusively with Anchorage Digital through the Securitize for Advisors platform.
Here’s how custody and our planning tools fit together:
Anchorage Digital holds client digital assets, accessed through Securitize for Advisors.
Available account types: individual and joint taxable accounts, IRA, Roth IRA, and LLC accounts.
Altruist Model Portfolios with Bitwise ETFs offer a way to consider crypto exposure alongside investments in traditional accounts.
Bitwise Private SMAs for separately managed crypto strategies when appropriate. Active management can lose money and may involve additional fees.
CoinTracker helps organize transaction history and cost-basis records for tax planning. Records still need review for completeness and accuracy.
Custody is one part of risk management, not a guarantee. Digital assets can lose value, and custody does not eliminate investment, operational, or counterparty risks.
Custody & Our Crypto Platform
Client digital assets are held exclusively with Anchorage Digital through the Securitize for Advisors platform.
Here’s how custody and our planning tools fit together:
Anchorage Digital holds client digital assets, accessed through Securitize for Advisors.
Available account types: individual and joint taxable accounts, IRA, Roth IRA, and LLC accounts.
Altruist Model Portfolios with Bitwise ETFs offer a way to consider crypto exposure alongside investments in traditional accounts.
Bitwise Private SMAs for separately managed crypto strategies when appropriate. Active management can lose money and may involve additional fees.
CoinTracker helps organize transaction history and cost-basis records for tax planning. Records still need review for completeness and accuracy.
Custody is one part of risk management, not a guarantee. Digital assets can lose value, and custody does not eliminate investment, operational, or counterparty risks.
Custody & Our Crypto Platform
Client digital assets are held exclusively with Anchorage Digital through the Securitize for Advisors platform.
Here’s how custody and our planning tools fit together:
Anchorage Digital holds client digital assets, accessed through Securitize for Advisors.
Available account types: individual and joint taxable accounts, IRA, Roth IRA, and LLC accounts.
Altruist Model Portfolios with Bitwise ETFs offer a way to consider crypto exposure alongside investments in traditional accounts.
Bitwise Private SMAs for separately managed crypto strategies when appropriate. Active management can lose money and may involve additional fees.
CoinTracker helps organize transaction history and cost-basis records for tax planning. Records still need review for completeness and accuracy.
Custody is one part of risk management, not a guarantee. Digital assets can lose value, and custody does not eliminate investment, operational, or counterparty risks.
How We Work With You
01 — Start with what you hold
Bring an overview of your accounts and wallets, available cost-basis records, and your biggest questions. We discuss your goals and whether the relationship is a fit. No seed phrases or private keys.
02 — Put the position in context
Once we’re working together, we connect crypto to your broader allocation, spending needs, and risk tolerance. You get a planning direction for the position, not just an opinion on the next trade.
03 — Coordinate the moving parts
Review custody and account options, tax considerations, and estate-planning needs. Agree on next steps and responsibilities, including coordination with your tax professional and estate attorney.
04 — Keep the plan connected
Revisit your allocation as markets and your life change. Review rebalancing, potential tax-loss opportunities, and account information within the scope of your ongoing planning relationship.
Why We Actually Know What We’re Talking About
Christopher Haigh, CEO & Financial Advisor, holds the DACFP designation. Iconoclastic has integrated crypto into financial planning since 2020. His experience is personal, too:
Chris bought bitcoin at $13 in 2013 and sold most at $220. Being early isn’t a plan. Today, the conversation starts with how a position fits your goals and when you might need the money.
A 2017 ICO left $2,000 frozen by the Italian government. The lesson: where assets sit matters as much as what they are. Client digital assets are now held exclusively with Anchorage Digital through Securitize for Advisors.
The point isn’t to predict the next winner. It’s to make decisions about risk, taxes, custody, and inheritance as part of one financial plan.
Why We Actually Know What We’re Talking About
Christopher Haigh, CEO & Financial Advisor, holds the DACFP designation. Iconoclastic has integrated crypto into financial planning since 2020. His experience is personal, too:
Chris bought bitcoin at $13 in 2013 and sold most at $220. Being early isn’t a plan. Today, the conversation starts with how a position fits your goals and when you might need the money.
A 2017 ICO left $2,000 frozen by the Italian government. The lesson: where assets sit matters as much as what they are. Client digital assets are now held exclusively with Anchorage Digital through Securitize for Advisors.
The point isn’t to predict the next winner. It’s to make decisions about risk, taxes, custody, and inheritance as part of one financial plan.
Why We Actually Know What We’re Talking About
Christopher Haigh, CEO & Financial Advisor, holds the DACFP designation. Iconoclastic has integrated crypto into financial planning since 2020. His experience is personal, too:
Chris bought bitcoin at $13 in 2013 and sold most at $220. Being early isn’t a plan. Today, the conversation starts with how a position fits your goals and when you might need the money.
A 2017 ICO left $2,000 frozen by the Italian government. The lesson: where assets sit matters as much as what they are. Client digital assets are now held exclusively with Anchorage Digital through Securitize for Advisors.
The point isn’t to predict the next winner. It’s to make decisions about risk, taxes, custody, and inheritance as part of one financial plan.