Crypto Platform for Family Offices
A crypto platform for family offices that runs one investment strategy across multiple family member accounts. Each member keeps direct custody on their own exchange. Reporting fits wealth reviews, tax prep, and generational planning.
How It Works
Get started with crypto platform for family offices in 5 simple steps
Family office selects an investment manager
Designate who will trade the master account for the family's crypto allocation.
Family members create exchange accounts
Each participating member signs up on Binance, Bybit, or Hyperliquid and completes verification.
Members connect via secure onboarding
Each member submits trade-only API keys through the Telegram bot onboarding flow.
Manager executes the family strategy
The designated manager trades the family's allocation on the master account.
Accounts sync and reports generate
Positions copy to family accounts. Reports generate for wealth review meetings.
Key Features
Everything you need for crypto platform for family offices
Unified Strategy, Individual Custody
Run a single crypto strategy across the family. Each member keeps their own exchange account and direct custody of their assets. No commingling, no fund formation costs, no redemption windows. The family office runs strategy and oversight while each member keeps control of their capital.
- Same strategy across every family member
- Self-custody on each member's exchange account
- No commingling of family assets
- Members can withdraw at any time
Discretion and Security
No third party holds family assets. Each account is protected by exchange-level security, and API keys carry trade-only permissions, so withdrawals can't be triggered through the platform. Crypto exposure stays private and there is no single point of failure across the family.
- No third-party custody risk
- Trade-only API keys block withdrawals
- No single point of failure across accounts
- Private, discreet asset management
Reporting for Wealth Reviews and Tax
Reports cover wealth reviews, quarterly meetings, and year-end tax prep. Track individual member performance and aggregate family exposure over any period. Exports work for wealth advisors, accountants, and estate planners. Advisors can review the data without ever needing exchange access.
- Individual and aggregate family reports
- Tax-ready exports for accountants
- Advisor-friendly formats for wealth reviews
- Historical data for generational planning
Multi-Generational Wealth Considerations
Each member owns their exchange account directly, so legacy planning follows standard asset transfer rather than fund dissolution. Younger members can be onboarded with conservative position sizing. The platform works across generations without structural changes.
- Individual ownership simplifies estate transfers
- Position sizing per member, conservative through aggressive
- Easy onboarding for next-gen members
- No fund dissolution at inheritance events
Autowealth vs Traditional Family Fund Structure
Frequently Asked Questions
How does this differ from setting up a family crypto fund?
Each member keeps their own exchange account with direct custody, instead of a pooled fund. That avoids fund formation legal costs, simplifies tax reporting to per-individual rather than K-1s, and lets members withdraw at any time without redemption windows.
Can different family members have different risk levels?
Position sizing is configurable per account. Conservative members can copy at 50% of the master allocation while more aggressive members take full or amplified sizing. Each member's risk profile is independent.
How does this work with our existing wealth advisors?
Your wealth advisor or chosen investment manager trades on the master account. Family member accounts sync automatically. Reports go to the advisor for review at family meetings, no exchange access required.
What about legacy and estate planning?
Each account is individually owned on a standard exchange, so legacy planning follows the member's estate plan. Exchange accounts can be inherited or transferred through normal legal processes.
Is there a minimum account size per family member?
Autowealth has no minimum. Exchange minimums apply, usually $10-100 per position. That makes it practical to start younger family members with small allocations.
Related Features & Solutions
Crypto Fund Management Software
Crypto fund management software for managers running a strategy across many investor accounts. Autowealth gives you multi-account execution, automated performance billing, and investor reporting without writing any of it yourself.
Self Custody Copy Trading
Copy trades without moving your funds. Connect Binance, Bybit, or Hyperliquid with a trade-only API key. Your money stays on the exchange. Autowealth has no withdrawal permission and never holds your assets.
Manage Multiple Crypto Accounts
Trade once and the same position fills across every connected account. Useful if you run accounts for family, manage capital for a small group, or split strategies across exchanges. No more logging into five exchanges to place the same order.