Daleki Family Office

Bespoke advisory for wealth that institutionalises its crypto.

We do not design a new fund for you. We design the framework with which your wealth manages its digital-asset exposure: structure, custody, tax, governance, risk and reporting. We work with you, your law firm and your CPA — coordinated, not overlapping.

Institutional sanctum — the disciplined way to manage multi-generational wealth in crypto.
Custom · private · multi-generational

What you build here has to survive the cycle, the patriarch and the next generation. It is not an investment recommendation: it is the architecture of how your family operates crypto for the next 30 years.

What we cover

Six pillars. One coherent architecture.

  • Structure and vehicles

    How to organise crypto allocation across LLCs, LPs, trusts, foundations and personal accounts. Jurisdiction analysis Ecuador-US-Panama-Switzerland-Singapore depending on residency, wealth type and horizon. Coordination with the client's law firm and accountant.

  • Custody and key management

    Custody setup design: qualified custodian (Fireblocks, BitGo, Anchorage, Coinbase Prime), self multi-sig, hybrid, hardware. Signature policy, key ceremony, recovery, succession, dead-man-switch. Operational documentation for the internal team.

  • Tax and compliance

    Tax treatment by jurisdiction, FBAR/FATCA where applicable, KYC and AML, on-chain screening (OFAC, UN, EU). For US persons: holding period, wash sale, mark-to-market, CGT planning. Coordination with local tax advisors — we do not replace the CPA, we equip them.

  • Governance and mandate

    Digital-asset-specific Investment Policy Statement (IPS). Investment committee, escalation matrix, exposure limits per asset and category, rebalancing windows. Reporting cadence to the board / patriarch / next generation.

  • Risk framework

    Volatility-based position sizing, consolidated drawdown ceiling, intra-portfolio correlation, stress testing and extreme scenarios (60% drawdown, stablecoin depeg, protocol failure, custodian exploit). Liquidity ladder and operational contingency plan.

  • Reporting and monitoring

    Consolidated NAV by account and by category, on-chain reconciliation, performance attribution, private LOBO dashboards. Quarterly reporting with narrative, not just numbers. Optional access to the team for Q&A at any time.

Process

Five steps. Clear calendar, fixed fees.

  • 01

    Discovery call

    Initial 60-minute call under NDA. We map current wealth, existing crypto exposure, jurisdictions involved, legal structure, team, next generation and objectives.

    Week 1 · 60 min · no fee
  • 02

    Diagnosis and proposal

    Executive summary of current state, identified gaps and proposed scope. We define engagement, deliverables, calendar and fixed fees. No surprises, no hidden retainers.

    Weeks 1-2
  • 03

    Framework design

    Deep work: structure, custody, IPS, risk framework, tax, governance. Weekly working sessions with your legal and financial team. Reviewable deliverable documentation.

    Weeks 2-6
  • 04

    Implementation

    Custodian onboarding, key ceremony, initial transfer, LOBO dashboards setup, IPS calibration, first rebalancing. Ongoing operational accompaniment.

    Weeks 6-10
  • 05

    Ongoing monitoring

    Quarterly reporting, ad-hoc briefings when regime shifts, annual IPS refresh, support during extreme events. Optional: monthly retainer or transition to Daleki Intelligence Institutional.

    Quarter 2 onward
Engagement models

Three ways to start. Fixed fees.

  • DiagnosisWealth wanting to validate its current setup before operating
    From $5,000 USD
    2-3 weeks

    Discovery + executive diagnosis + roadmap. Deliverable: 20-30 pages with structure, custody, tax analysis and prioritised recommendations.

    Request discovery call
  • Full frameworkFamily offices migrating from self-custody to institutional setup
    $12,000 - $18,000 USD
    8-12 weeks

    Diagnosis + full framework design + IPS + risk policy + custodian onboarding + LOBO dashboards + first rebalancing. 8-12 week engagement.

    Request discovery call
  • BespokeWealth > $50M with multi-stakeholder governance
    Up to $25,000 USD + optional retainer
    Custom · typically 3-6 months

    Custom engagement for consolidated wealth with multi-jurisdiction, next-generation and/or complex corporate structure. Includes legal coordination, custom research under NDA and up to 12 months of ongoing monitoring.

    Request discovery call
Who we serve

Honesty before volume.

This service is not for everyone. If your case does not fit the left column, we tell you on the discovery call and save you the engagement.

We fit when
  • Net worth > $5M and existing or planned crypto exposure > $250K
  • Consensus decision in family / committee / board to institutionalise the allocation
  • Willingness to operate under mutual NDA, with legal and tax team involved
Better look elsewhere if
  • Retail investors looking for token picks or personal trading
  • Cases where a single decision-maker improvises without governance or team
  • Opaque engagements without documentation or jurisdictional compliance
Discovery call

60 minutes. Mutual NDA. No fee.

The fastest way to know if we fit. If after the call we see we are not the right partner, we recommend who is. Honesty is part of the product.

Request discovery calldalekicapital@gmail.com

Daleki Capital manages capital of qualified investors under private agreements exclusively. This is not a public offering of securities. Cryptocurrencies and digital assets are highly volatile. Past performance does not guarantee future results. All investments carry significant risk, including possible total loss of capital.