Crypto Platform for Family Offices
Crypto platform for family offices with professional infrastructure. Execute unified strategies across family member accounts while maintaining individual self-custody. Institutional-grade security with automated performance tracking.
Key Features
Everything you need for crypto platform for family offices
Unified Strategy, Individual Custody
Execute a single investment strategy across multiple family member accounts. Each member maintains their own exchange account with full custody—assets never commingle. The family office manages strategy, individuals control assets.
- Consistent family strategy
- Individual self-custody
- No asset commingling
- Member retains control
Institutional Security Standards
Self-custody means no third-party holds family assets—each account is protected by exchange-level security. Trade-only API permissions prevent unauthorized withdrawals. Multiple layers of protection for high-value portfolios.
- Self-custody security model
- No withdrawal API access
- Exchange security applies
- Multi-layer protection
Professional Reporting
Generate reports for family meetings, tax preparation, and performance review. Track individual and aggregate performance over any time period. Export data in formats suitable for advisors and accountants.
- Individual account reports
- Aggregate family view
- Tax-ready exports
- Advisor-friendly formats
Frequently Asked Questions
How does this differ from traditional fund structures?
Unlike a family fund, each member maintains their own exchange account with direct custody of their assets. This avoids fund formation costs, simplifies tax reporting, and lets members withdraw their assets anytime without fund-level restrictions.
Can different family members have different risk levels?
Yes, you can configure position sizing and maximum exposure per account. Conservative members can copy with smaller relative positions while more aggressive members can take full-sized positions.
Is there support for legacy planning?
Since each account is individually owned, legacy planning follows standard asset transfer processes. Exchange accounts can be inherited or transferred according to the member's estate plan.
Related Features & Solutions
Crypto Fund Management Software
Crypto fund management software for professional portfolio management. AutoWealth provides copy trading technology that lets you execute strategies across multiple accounts while clients maintain self-custody. Automated billing handles success fees.
Self Custody Copy Trading
Self custody copy trading lets you mirror trades without moving funds. Connect via API. Your money stays in your account.
Manage Multiple Crypto Accounts
Manage multiple crypto accounts by trading once and executing everywhere. AutoWealth's copy trading syncs positions across multiple exchange accounts automatically. Ideal for family accounts, client portfolios, or diversified strategies.