SchierWealth FAQs

Unlike traditional firms, SchierWealth integrates digital assets and blockchain strategies with conventional wealth management. We are crypto-native but apply institutional standards in compliance, custody, and risk management.

Yes. SchierWealth operates within strict regulatory frameworks, collaborating with compliant custodians, exchanges, and financial institutions. Our advisory models are designed to align with global KYC, AML, and tax-reporting standards, ensuring clients remain protected and compliant.

We employ a layered risk framework:

i. Institutional-grade custody solutions.

ii. Diversification across traditional and digital assets.

iii. Hedging strategies (options, stablecoins, defensive allocations).

iv. Ongoing rebalancing tied to client risk profiles.

Yes. Our unique strength is in blending crypto exposure with traditional equities, fixed income, and alternatives. We give you a single, unified portfolio view that incorporates both worlds.

We partner with institutional-grade custodians offering cold storage, multi-sig, and insurance-backed solutions. While we don’t hold client assets directly, we architect custody frameworks that meet the highest security standards.

We design tax-conscious strategies across multiple jurisdictions, incorporating tools like loss harvesting, offshore structuring, entity optimization, and forward-looking planning for crypto events such as forks, staking income, and token disposals.

We specialize in integrating digital wallets, seed phrases, and tokenized assets into legacy plans, ensuring beneficiaries can inherit wealth smoothly, securely, and compliantly. This is where traditional estate lawyers often fall short, and SchierWealth leads.

Our advisory covers:

- Direct digital assets (Bitcoin, Ethereum, stablecoins).

- Tokenized real-world assets (RWA).

- Digital asset funds, ETFs, and structured notes.

- Venture & private deals in blockchain innovation.

- Traditional markets (equities, bonds, ETFs) to balance allocations.

We align allocations to your risk tolerance, investment horizon, and liquidity needs. For HNW clients, allocations often range from 3–10% of portfolios—but we build entirely custom strategies.

We treat them as strategic, high-opportunity plays. Our role is to evaluate projects for legitimacy, scalability, and risk-adjusted potential, helping clients participate in innovation while avoiding speculative traps.

Yes. We advise on crypto treasury management, tokenization initiatives, cross-border structuring, compliance frameworks, and digital M&A support.

Clients receive consolidated performance reports showing traditional and digital assets side by side—clear, transparent, and updated regularly.

Our compliance team tracks global regulatory developments (U.S., EU, Asia, and offshore jurisdictions). We adapt strategies proactively to keep portfolios both profitable and fully compliant.

You begin with a discovery consultation, where we assess your goals, risk tolerance, and current portfolio. From there, we craft a customized wealth strategy integrating digital and traditional assets.