Mountain ridge in winter

For Wealth Managers

Crypto Advisory for Wealth Managers

Monthly research, client education, and compliance support—everything you need to serve clients without hiring a crypto specialist.

Book Discovery Call

You're caught between competing pressures:

→Clients asking about Bitcoin, Ethereum, stablecoins
→Competitors offering crypto allocations
→No time to become an expert yourself
→Compliance concerns about getting it wrong
→Uncertainty about custody, taxes, and risk management

You know you need to do something. You're just not sure what.

Your crypto department. On retainer.

Research & Market Intelligence

  • →Monthly market reports (8–12 pages)
  • →Allocation models by risk profile (1–5% strategies)
  • →Regulatory updates and compliance guidance
  • →Vendor evaluations (custody, platforms, tools)

Client Education

  • →Quarterly webinars you can brand as your own
  • →Client-ready presentation decks
  • →FAQ documents covering 50+ common questions
  • →Video explainers (2–3 min clips)

Implementation Support

  • →IPS templates and risk disclosure language
  • →Tax optimization strategies (working with your CPAs)
  • →Office hours for real-time questions
  • →Custom strategies for UHNW clients

Flexible engagement models

Choose the level of support that fits your firm.

Foundation

For firms getting started

  • Monthly reports & research
  • Quarterly client webinars
  • Allocation models & IPS templates
  • Bi-weekly office hours

Professional

For firms making crypto a differentiator

  • Everything in Foundation
  • Custom client presentations
  • Live client education (we join your events)
  • Vendor due diligence
  • Weekly office hours

Enterprise

For firms with complex needs

  • Everything in Professional
  • Direct client advisory (we join your meetings)
  • Custom UHNW research
  • Compliance & audit support
  • Thought leadership & co-branding
Schedule Discovery Call

The true cost of DIY crypto advisory

What You NeedIn-House CostWith Elkhorn
Crypto specialist$150K/yearIncluded
Research tools$20K/yearIncluded
Compliance consulting$25K/yearIncluded
Content creation$30K/yearIncluded
Total Annual Cost$225K+Contact for pricing

Plus: 6–12 months to hire and onboard vs. 30 days to launch with us.

An investment that pays for itself

Scenario: You win 2 new $5M client relationships because you offer comprehensive crypto guidance.

$10M in new AUM × 1% fee = $100,000 annual revenue

Even at our highest tier, you're profitable in year one. And those clients are with you for decades.

Retain existing clients who want crypto exposure
Differentiate from competitors in pitches
Reduce liability by doing crypto right
Save hundreds of advisor hours per year

Start with a conversation

No pitch. No pressure. Just 30 minutes to discuss:

→Where you are with crypto today
→What success looks like for your practice
→Whether Elkhorn is the right fit

We'll send a custom proposal within 48 hours.

Schedule Your Discovery Call