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Your Digital Assets. Your Strategy. Our Expertise.
Institutional-grade custody meets sophisticated advisory. We safeguard your digital wealth while actively implementing strategies that create lasting value.
Beyond Storage: The Advisory Gap in Digital Asset Management
The Problem Most Platforms Won't Solve
You've built significant wealth in digital assets. You understand the opportunity. What you need now is more than just a secure vault—you need a partner who handles the complexity as well.
Most custody platforms hand you the keys and wish you luck. That's backwards. A vault sitting idle doesn't create wealth, manage risk, or optimize taxes. The real value comes from what you do with those assets.
That's where SpiritGlobal.Digital comes in.
Institutional Security
Copper.Co & Anchorage Digital custody
Expert Advisory
Dedicated guidance & implementation
Active Management
Ongoing optimization & execution
What High-Net-Worth Investors Actually Need
Expert Guidance
Someone who understands digital assets, tax strategy, market dynamics, and risk management—not just technology. Advisory that speaks your language and respects your sophistication.
Active Implementation
Not just advice about what you could do. An actual team that implements sophisticated strategies aligned with your goals—rebalancing, tax harvesting, yield optimization, tactical positioning.
Trusted Security
Your digital assets deserve institutional-grade protection from partners proven at scale. Copper.Co and Anchorage Digital provide fortress-like custody trusted by the world's largest institutions.
Ongoing Optimization
Your situation evolves. Your strategy should too. Continuous monitoring, rebalancing, and tactical adjustments based on market conditions and tax opportunities throughout the year.
1. Secure Your Assets with Institutional-Grade Custody
Your digital assets are held in custody through our partnerships with Copper.Co and Anchorage Digital—two of the most trusted institutional custodians in the industry. You benefit from enterprise-grade security without worrying about the technical details.
Multi-Signature Architecture
No single point of failure. Multiple authorization layers ensure your assets remain secure even if one key is compromised.
Institutional Insurance
Comprehensive insurance coverage protecting your holdings backed by leading global insurers.
Segregated Custody
Your assets are yours alone—separated and segregated from all other client holdings with full legal protection.
24/7 Security Monitoring
Enterprise-grade infrastructure with continuous security monitoring and threat detection across all systems.
Regulatory Compliance
Full regulatory compliance across multiple jurisdictions ensuring your custody meets institutional standards.
2. Implement Sophisticated Trading Strategies
Market Opportunities Require Action
Analysis without execution leaves opportunity on the table. We implement sophisticated trading strategies on your behalf—rebalancing, dollar-cost averaging, tactical positioning, and strategic entry and exit.
You tell us your goals. We execute the strategy with precision across institutional venues, optimizing pricing and minimizing slippage.
Trading Strategy Execution
Rebalancing & Allocation
Automatic portfolio rebalancing as market conditions shift—capturing gains in winners while systematically adding to underperformers to maintain target allocation.
Dollar-Cost Averaging
Systematic buying programs that smooth out volatility and reduce timing risk for committed digital asset accumulation strategies.
Tactical Positioning
Strategic trades based on market analysis and your objectives—positioning for opportunities or reducing risk during uncertain periods.
Strategic Entry & Exit
Efficient execution when deploying capital or taking profits—optimizing pricing across institutional venues with minimal market impact.
3. Harvest Tax Losses Automatically
Tax efficiency is the highest-ROI investment strategy most people ignore—leaving money on the table unnecessarily.
Tax Loss Harvesting captures losses from underperforming positions and uses them to offset capital gains elsewhere in your portfolio, reducing your annual tax bill. It's sophisticated. It's effective. And most investors never implement it because it's tedious.
We do it automatically. Our clients consistently save 15-30% on digital asset taxes annually through systematic harvesting—that's real wealth preservation most investors never achieve.
Systematic Tax Optimization
Continuous Position Monitoring
Real-time tracking of your holdings for tax loss harvesting opportunities as market conditions change throughout the year.
Optimal Execution Timing
Systematic execution of loss harvesting sales at the most advantageous times to maximize tax benefit realization.
Wash-Sale Compliance
Careful management ensuring full tax benefit realization while maintaining compliance with all wash-sale rules.
Comprehensive Tax Reporting
Annual reporting for your accountant showing exact tax impacts, cost basis adjustments, and documentation for filing.
Multi-Asset Coordination
Integration with your overall tax strategy across your entire portfolio to maximize benefit across all asset classes.
Tax Savings Impact
Real Wealth Preservation
Tax loss harvesting isn't just about saving money this year—it's about compounding wealth over time. Every dollar saved in taxes is a dollar that continues working for you.
Most sophisticated investors understand this intellectually but never implement it because tracking positions, managing wash sales, and coordinating with accountants is tedious and time-consuming.
We handle all of it automatically, giving you institutional-grade tax efficiency without the operational operational burden.
1
15-30% Annual Tax Savings
Average reduction in digital asset tax liability
2
100% Automated Process
Continuous monitoring without manual effort
4. Optimize Yield & Income Generation
Digital assets offer multiple ways to generate income. The challenge is choosing the right opportunities for your risk tolerance and objectives—then managing them properly over time.
Lending & Yield Programs
We evaluate staking opportunities, lending protocols, and yield programs based on counterparty risk assessment, return stability, liquidity requirements, and tax implications.
Risk-Adjusted Selection
Not all 8% yields are equal. We focus on opportunities that provide attractive returns without concentrated risk or hidden exposure.
Ongoing Monitoring
Market conditions change. We continuously monitor positions and adjust recommendations based on evolving risks and opportunities.
Full Transparency
Complete visibility into yield sources, returns generated, and tax consequences. No surprises, no hidden complexity.
5. Navigate Regulatory & Compliance Complexity
Staying Ahead of Evolving Rules
Digital asset regulations are evolving rapidly—and the wrong approach can create unexpected tax bills or compliance issues. We keep you informed and compliant as rules change.
  • Tax reporting support for gains, losses, and income
  • Regulatory guidance across jurisdictions
  • Documentation and cost basis tracking
  • Coordination with your accounting team
Tax Reporting
Proper documentation of realized gains and losses, staking and yield income, airdrops, forks, and cross-exchange transactions.
Regulatory Updates
Proactive guidance as regulations evolve across jurisdictions with implications for your strategy.
Comprehensive Records
Transaction records and cost basis tracking for tax and compliance purposes with full audit support.
6. Plan for the Long Term
Whether you're building wealth, managing concentrated positions, or planning for the future, we align your digital asset strategy with your broader life and financial goals.
Wealth Building
Systematic accumulation, strategic rebalancing, and tax efficiency compound into significant wealth over time.
Risk Management
Proper diversification and position sizing to protect what you've built as your portfolio grows.
Estate Planning
Digital asset succession planning, trust structures, and smooth transfer across generations.
Multi-Asset Integration
Coordination with your other investments, real estate, and overall financial objectives.
How It Works: Your Journey with SpiritGlobal.Digital
1
Initial Consultation
We start by understanding your situation deeply—your history with digital assets, your goals, your challenges, and how you want to work with an advisory partner. This isn't a sales call. It's a real conversation about fit.
2
Strategy Development
Based on our conversation, we develop a customized strategy including custody approach, portfolio structure, trading parameters, tax optimization roadmap, yield opportunities, and ongoing monitoring cadence.
3
Implementation & Setup
Once you approve the strategy, we handle account setup with your chosen custody partner and execute initial transactions to implement the agreed approach.
4
Ongoing Management
Continuous trading execution, quarterly reviews, tax preparation coordination, and annual strategic reviews to ensure alignment with your evolving goals.
What to Expect: Transparency & Communication
Regular Updates
Quarterly performance reviews discussing market developments, strategy adjustments, and portfolio positioning.
You're never wondering what's happening with your assets.
Full Transparency
Complete visibility into all transactions, fees, yield sources, and tax implications.
No hidden costs, no surprises.
Direct Access
Your dedicated advisor is available when you need them—not through layers of support staff.
Real relationship, real accountability.
We believe sophisticated investors deserve sophisticated service. That means treating you like the knowledgeable partner you are—not overselling complexity, not hiding behind jargon, just clear communication and consistent execution.
What Clients Say
"I had digital assets but no strategy. SpiritGlobal.Digital helped me actually implement a coherent approach. The tax savings alone have paid for their advisory many times over. More importantly, I sleep better knowing someone is actively managing this for me."
— High-Net-Worth Individual, Technology Sector
"The combination of institutional-grade custody and active advisory makes all the difference. I'm not worried about security, and I'm not worrying about execution either. They handle the complexity while I focus on what matters to me."
— Family Office Principal
"As an advisor myself, I appreciate working with a team that understands digital assets deeply but remembers the client is often a sophisticated investor managing many things. They don't oversell complexity they don't need."
— Investment Advisor
Ready to Move Beyond Storage?
Your Assets Deserve a Strategy
Digital assets deserve more than just a vault. They deserve an actual strategy—one that's implemented by professionals who understand both the opportunities and the risks.
Whether you're building wealth, managing concentrated positions, optimizing taxes, or planning for the future, the right advisory partner makes all the difference.
Let's have a conversation about what's possible with your digital assets.
Initial Consultation
30 minutes, confidential, no obligation
Strategy Discussion
Explore how we might help your situation
About SpiritGlobal.Digital
SpiritGlobal.Digital provides institutional-grade advisory and strategy implementation for high-net-worth individuals and family offices holding significant digital assets.
We partner with Copper.Co and Anchorage Digital—industry-leading custody platforms trusted by institutions worldwide—to provide fortress-like security for your assets. More importantly, we combine that security with expert advisory guidance and active strategy implementation.
1
Trading Strategy Execution
Rebalancing, positioning, and tactical adjustments implemented on your behalf across institutional venues.
2
Tax Optimization
Systematic harvesting, loss management, and compliance coordination with your accounting team.
3
Yield Enhancement
Careful selection and ongoing monitoring of income-generating opportunities aligned with your risk tolerance.
4
Regulatory Guidance
Staying ahead of evolving compliance requirements across jurisdictions to keep you informed and protected.
5
Long-Term Planning
Aligning digital asset strategy with your broader wealth goals, estate planning, and multi-generational objectives.
Our Custody Partners: Institutional-Grade Security
Copper.Co
A leading institutional custody platform trusted by hedge funds, family offices, and investment firms worldwide. Copper.Co provides multi-signature security architecture, comprehensive insurance coverage, and regulatory compliance across multiple jurisdictions.
Anchorage Digital
The first federally chartered digital asset bank in the United States, Anchorage Digital offers bank-grade custody with institutional insurance, segregated accounts, and enterprise security trusted by the world's largest institutions.
We partner with both platforms to give you choice and flexibility. During your consultation, we'll discuss which custody solution best fits your needs, preferences, and regulatory requirements.
Our Mission: Handle the Complexity
10679 Westview Parkway, Second Floor
San Diego, CA 92126
www.SpiritGlobal.Digital
So You Can Focus on What Matters
Our mission is simple: handle the complexity of digital asset strategy so you can focus on what matters most to you—whether that's your business, your family, or your other pursuits.
You've built significant wealth. You understand opportunity. What you need is a partner who brings institutional-grade execution, sophisticated tax optimization, and trusted advisory—all wrapped into one relationship. That's SpiritGlobal.Digital !
President, Managing Partner
Important Disclosures: SpiritGlobal.Digital / Spirit Global Investment Advisors is registered as a Registered Investment Advisory firm. Advisory services are provided in partnership with custody services from Copper.Co and Anchorage Digital. Past performance is not indicative of future results. Digital assets are volatile and involve substantial risk. Please consult with your tax, legal, and financial advisors before making investment decisions.
Schedule Your Consultation
Connect with our advisory team to discuss your digital asset situation and whether SpiritGlobal.Digital is the right partner for you.
Step 1: Initial Call
30-minute confidential consultation to understand your current situation, goals, and challenges with digital asset management.
Step 2: Discuss Opportunities
Explore how we might help—what strategies could work for your situation and what results you might expect.
Step 3: Answer Questions
Get clarity on our approach, fees, custody partners, and how we work with sophisticated investors and their advisors.