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Structuring for Crypto Assets
- 20 February 2026
- 5 MIN READ
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In the fast-evolving world of digital currencies, excitement often outpaces strategy. But here's the truth: Unplanned investments lead to unnecessary losses. Documenting and ensuring safe custody of your digital assets is vital, and bringing your financial advisors into the loop well in advance is key. Here are some notes from our Wealth Planning team on what you must plan for before evaluating crypto investments.
Key takeaways
01
Approximately 2.3 to 4 million Bitcoin are estimated to be permanently lost due to forgotten keys or damaged storage. These, often called "zombie coins," are rendered inaccessible due to forgotten private keys, damaged hardware, or death of the main holder.
02
Practical challenges for any professional advisor when dealing with Defi include what would happen from a legal perspective if certain events happen, how to look at the taxation aspect, and for CSPs, how to perform their fiduciary duties related to crypto assets.
03
Crypto assets are here to stay, so continuous learning as well as planning ahead before investing in them, is the prudent thing to do.
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