Private Wealth Advisory Solutions

For clients who demand discretion, precision, and outperformance without the day-to-day trading.

SchieWealth Private Wealth Advisory Solutions has got you covered.

Extraordinary wealth requires extraordinary care. SchierWealth builds bespoke, crypto-forward mandates that integrate digital assets with traditional wealth structures, engineered for growth, capital preservation, tax efficiency, and generational continuity. You invest with us; we trade and manage, seeking your consent only on pivotal moves.

What Sets SchierWealth Apart?

Bespoke Digital Mandates

Core BTC/ETH, selective altcoin exposure, tokenized assets, and liquidity sleeves customized to your risk, liquidity needs, and legacy goals.

Institutional-grade infrastructure

Qualified custody and segregated wallets, attested controls, and regulated partners aligned with best practices common to leading institutional platforms.

High-touch, low-friction service

Dedicated relationship team, discreet OTC execution, custom terms, and rapid settlement when required, consistent with top private-client crypto offerings.

Research & Access

Systematic research, sector frameworks, and curated access to strategies across DeFi/Web3, staking, and tokenized opportunities, mirroring the institutional toolkits HNW investors expect.

Your Advantage

Hands-Off Management: We handle allocation, rebalancing, hedging, and execution; you receive transparent reporting and approvals only when it matters.

Risk Architecture Built for Crypto: Position sizing, liquidity tiers, counterparty checks, volatility overlays, and drawdown controls you can explain to your family office or board.

Discretion and Control: Custom consent thresholds, multi-sig governance where applicable, and privacy by design.

Committed to clients, focused on results.

We are dedicated to ensuring the satisfaction of our Private Wealth and High-Net-Worth clients.

Through bespoke strategies, exclusive opportunities, and personalized advisory, we safeguard and grow their wealth with utmost discretion.

Client Satisfaction

Capital Preservation

Portfolio Growth Strategies

Confidentiality & Trust

How We Build Your Mandate

Discovery & Design

Map objectives (growth, income, preservation), liquidity windows, tax constraints, jurisdictions, heirs/beneficiaries, and governance preferences.

Portfolio Engineering

Construct a multi-layer portfolio:

Execution & Oversight

Institutional OTC/RFQ execution, qualified custody, continuous risk monitoring, and periodic re-optimization.

Guaranteed Wealth Growth and Preservation

Private Wealth Solutions Menu

Bespoke Crypto & Tokenized Portfolios

Yield, Staking & Structured Income

Direct & Index Exposure

Blend direct tokens with regulated index/ETP vehicles for operational simplicity and audit-friendly reporting.

OTC Execution & Credit Solutions

Custody & Governance

Cross-Border Structure & Reporting Alignment

Your wealth deserves more than standard solutions, partner with SchierWealth to secure, grow, and protect your legacy.