Tagged "custody"
12 articles on this topic.
Moving a Position to a New Custody Arrangement
The sequence, the test transfers, and the records to preserve before leaving anything.
September 28, 2026, 2 minWhat Actually Happens If a Provider Fails
The process, the timeline, and what determines whether assets come back.
September 25, 2026, 2 minThe Point Where a Holding Needs Institutional Arrangements
Thresholds for custody, execution and reporting, and what each one is actually a threshold of.
July 31, 2026, 2 minHolding at Family Office Scale: What Changes
Custody requirements, succession and the reporting chain. The considerations that appear above a certain size.
July 22, 2026, 2 minHolding a Position Through a Company
What changes: onboarding, settlement in the entity's name, reporting, and who can move the assets.
July 15, 2026, 2 minChoosing a Provider When Receipts Feed a Long Position
Withdrawal capability and record quality matter more than the fee when the asset is not being converted.
May 26, 2026, 2 minWhat Segregation Means for Someone Holding a Position
The provision that decides whether assets come back, and how to confirm which arrangement applies to you.
May 17, 2026, 2 minThe Custody Questions Worth Asking Before You Deposit
Nine questions, and the answers that should stop the process.
May 13, 2026, 2 minWhen a Custodian Makes Sense for a Long Position
Three questions, and none of them concern which key management technology is used.
May 7, 2026, 2 minSplitting a Holding Across Arrangements
Concentration is the risk that diligence does not remove. How holders divide between custody types.
May 3, 2026, 2 minWhat Self-Custody Actually Requires, Year After Year
Not buying hardware. A standing commitment that decays without deliberate maintenance.
April 27, 2026, 2 minWhere to Buy When You Intend to Hold
The criteria differ from those for trading. Withdrawal capability matters more than fees.
March 27, 2026, 2 min