About
An advisory firm. Not an exchange.
Wallstock Advisory was founded on a conviction: families interested in digital assets deserve independent, specialised advice with the same standards they find in traditional finance.
For several years we have been guiding individuals, families and entrepreneurs in their discovery and structuring of digital assets. Our approach is slow, methodical, and always tailored to how these assets fit into our clients' overall wealth situation.
We do not sell any financial products. We receive no commission. Our only compensation is our fee, paid directly by our clients. This independence is the very condition of our profession.
Our consultants have practised digital assets since 2017 and regularly advise institutions, family offices and law firms — exclusively on this topic.
Our team is cross-border and operates in several international jurisdictions. This multi-jurisdictional presence allows us to support our clients wherever they reside and coordinate their local contacts — tax, legal and banking — in a coherent framework.
Not an exchange, broker, or asset manager. An advisory firm paid only by its clients.
Our story
Born from a gap
in digital-asset advisory.
Wallstock Advisory was born from an observation made with families: digital assets had become an unavoidable asset class, but no player treated them with the rigour those families expected. On one side, exchanges and influencers. On the other, private bankers looking the other way.
Our founders, in Bitcoin since 2017, decided to fill this gap. Not by selling products. By selling time, method and independence — exactly what families expect from a specialised digital-asset advisor.
Our values
Five principles
non-negotiable.
Independence
No commission, no product, no commercial partnership. Our only compensation comes from the client. We are tied to no exchange, no platform.
Discretion
Absolute confidentiality. No public communication about our clients, their amounts or their digital-asset strategies.
Pedagogy
An informed client is a better-served client. We take time to explain the technology, the risks and the mechanisms before any decision.
Long term
We work on horizons of ten to thirty years. No market timing, no speculation, no return promise.
Integration
Digital assets fit into your overall wealth strategy. We don't build it — we make sure they find their coherent place in it.
Our method
Four steps,
no shortcuts.
01
Digital diagnostic
A complete mapping of your exposure to digital assets: current holdings, wallets, exchanges, applicable taxation, existing structures. We analyse how these assets articulate with your overall wealth situation — without ever building it in your place.
02
Tailored training
Private sessions to understand blockchain technology, consensus mechanisms, digital-asset specific risks, regulatory and tax issues. The client decides with full knowledge.
03
Structuring
Defining the digital-asset allocation strategy, choosing custody vehicles (self-custody, institutional custody), articulating with your existing advisors, organising custody and access continuity.
04
Long-term follow-up
Periodic reviews, regulatory and technical watch, support on major decisions (key transmission to heirs, partial sale, change of tax residence).
Our ecosystem
A network
of specialists.
Digital-asset advisory cannot operate in isolation. We work in close coordination with a tight circle of experts in several jurisdictions, selected for their competence and discretion — only on the digital part of wealth.
Tax lawyers
Specialists in digital-asset taxation and the international mobility of crypto holdings.
Notaries
For the transmission of keys and accesses, dismemberments and succession of wallets.
Family offices
Cooperation on the crypto part of multi-asset allocations — we do not replace their wealth advisors.
Regulated custodians
Institutional custody solutions for digital assets, multi-jurisdictional.
Partner private banks
For fiat gateways and Lombard credit backed by digital assets.
Accountants
For crypto accounting, tax filings and audits of digital holdings.
2017
Year our founders entered the Bitcoin universe.
+200
Families and investors supported to date.
0
Financial product sold. Independent advice only.