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Independent digital-asset intelligence for fiduciary advisors

A Shift Many RIAs Are Already Seeing

Younger high-net-worth clients are increasingly comfortable with digital assets — and increasingly expect their advisor to understand the landscape, even if they choose not to participate directly. In many cases, clients explore options quietly before raising questions. By the time the topic surfaces, decisions may already be in motion. This has created a structural gap.

Years of regulatory uncertainty, custody limitations, and firm policy left many advisors without a clear framework for discussing digital assets responsibly. Today, that gap shows up less as innovation pressure — and more as client retention risk.

We provide independent education and strategic context to help fiduciary advisors understand where digital rails are being built — without products, performance claims, or pressure to adopt anything prematurely. We are certified in DeFi and blockchain.

How Token Trust Fits Into Your Practice

Token Trust is licensed as an intelligence and support layer — not advice, not delegation, and not a replacement for your role.

The goal is to reduce the burden of tracking digital-asset developments while keeping you fully central in the client relationship.

When you partner with Token Trust:

  • You onboard as the advisor of record
  • Clients engage with ALEN (Alignment Engine) as an educational intake and alignment tool
  • You receive a structured debrief highlighting potential discussion gaps
  • You remain the decision-maker — Token Trust strengthens context, not recommendations

This is designed to help advisors address the digital-dollar shift responsibly, without changing custody, portfolio control, or fiduciary obligations.

We’re onboarding a small initial group of advisor partners before expanding availability.

Token Trust Intelligence — Advisor License
$6,500 per year

What This Is

  • Institutional digital-asset intelligence

  • Client-facing framing support

  • Ongoing market orientation for advisors

  • A credibility layer for digital-asset conversations

What This Is Not

  • Investment advice

  • Portfolio management

  • Trading signals

  • A crypto fund or product

What Your Partnership Includes

 

When your firm becomes a Partner Advisor under our annual plan, you unlock full access to:

  • Premium Insights & Research
    Weekly and monthly content via our Substack: market narratives, macro signals, on-chain updates, and education modules.

  • Digital-Dollar Onboarding & Client Education
    Step-by-step guidance, tokenization frameworks, wallet setup walkthroughs, and vault/on-chain positioning school — all ready to use.

  • 🔶Client Access to our content for Paid Substack
    Each client gets complimentary access to our entry-level paid Substack for as long as your firm remains a partner. No per-client charges. No added fees.

  • Quarterly Strategic Briefings for Your Firm
    Strategic update calls covering regulatory shifts, market dynamics, upcoming events, vault/trend forecasts, and content briefings — so your team stays ahead of client questions and institutional change.

Why Firms Choose to Partner With Us

You can plug this in now — no hiring, no building, no overhead. Because with Token Trust, your firm immediately gains:

  1. A Crypto & Digital-Asset Research Desk

  2. A Tokenization & Narrative Strategy Engine

  3. A Client Education & Onboarding Capability

  4. An Insight Platform that Keeps You Proactive — Not Reactive

  5. A Compliance-Safe, Scalable Layer for Web3 Services

Your clients get real, ongoing value. You get differentiation, retention, and growth — without having to internalize a full crypto team.

Who This Partnership Is For

This is ideal for:

  • Independent financial advisors / CFPs

  • Boutique RIAs or small-team advisory firms

  • Multi-advisor teams seeking a crypto-competent edge

  • Fiduciaries who want modern asset-class readiness for clients

  • Advisors whose clients are already asking about Web3, digital-assets or stablecoins

  • Any firm wanting to offer Web3/digital-asset services without building or hiring

You don’t need to be “crypto-native.” You just need to care about client education, future-readiness, and staying ahead of demand.

I help financial advisors stay credible in a market that’s moving on-chain — without them needing to become crypto experts

License Token Trust Intelligence — and turn the digital-asset shift into your competitive advantage. Meet with me for 15-minutes to see if we’re a fit.

If you decide to partner, clients get instant access to Signals, onboarding, education, and alignment tools — and your firm gains the infrastructure to deliver modern wealth solutions.

This is not a solicitation or investment product — it’s an educational resource for advisors seeking context around digital assets and on-chain infrastructure

Next Step
If you’re an advisor evaluating how to responsibly address digital assets with clients, the next step is a short introductory call. This is not a sales pitch. It’s a fit check.