Leading the Way in Offshore Digital Asset Structuring

As digital assets redefine modern wealth, high-net-worth individuals and family offices are seeking more than just advisory—they want strategic partners who understand the regulatory landscape and the complexity of multi-jurisdictional wealth planning. At Ora, we’re at the forefront of this evolution, helping clients integrate cryptocurrency into robust offshore structures designed for long-term protection, control, and compliance.

In collaboration with Digital Wealth Partners (DWP)—a U.S. SEC-registered investment advisory firm with expertise in digital asset management—we deliver highly tailored strategies that ensure digital holdings are structured intelligently and compliantly. With Anchorage Digital, one of the world’s most advanced qualified custodians for crypto assets, safeguarding these assets is not just secure, but institutionally sound.

Digital assets are no longer fringe. They’ve moved into the heart of serious wealth discussions. Yet despite growing interest, cryptocurrency remains a uniquely challenging asset class—volatile, decentralized, and often misunderstood by traditional advisory channels. That’s where Ora excels. Our role is to help clients navigate this complexity with clarity, ensuring their assets are protected today and passed on with confidence tomorrow.

Through a combination of trusts, LLCs, Private Placement Life Insurance (PPLI), and multi-layered jurisdictional structuring, we help build frameworks that are legally compliant, tax-efficient, and uniquely suited to each client’s circumstances. Whether the goal is intergenerational planning, risk mitigation, or jurisdictional diversification, Ora’s team ensures that no element is left to chance.

The selection of a jurisdiction for crypto holdings plays a pivotal role in a structure’s success. Some financial centers offer more certainty in how they classify, tax, and secure digital assets. We evaluate each location with a critical eye—assessing legal frameworks, political stability, AML regimes, and their readiness to support crypto-related activity.

In our structures, the right jurisdiction is only one piece of the puzzle. Clear role delineation across trustees, advisors, and custodians is what brings the framework to life. By working with DWP, our clients benefit from fiduciary-grade portfolio oversight. And through Anchorage Digital, digital assets are held with enterprise-level custody solutions featuring cold storage, multisig security, and insurance protection.

Regulatory compliance is non-negotiable—especially for U.S. taxpayers. Our structures are built with full consideration of SEC guidelines, IRS provisions, and international disclosure rules including FATCA and CRS. We ensure that our clients’ structures aren’t just optimized for today, but resilient enough to adapt as global regulation around digital assets matures.

As part of our Discovery Process, we conduct a holistic review of each client’s financial objectives, risk appetite, and digital asset exposure. From there, we assemble a collaborative team of experts—spanning fiduciaries, tax attorneys, investment managers, and security specialists—to deliver a fully integrated plan.

Ora isn’t just responding to the future—we’re helping shape it. Our partnership with DWP and Anchorage Digital reflects our belief in building strategic ecosystems around our clients. We go beyond transactional planning, offering bespoke solutions that balance innovation with governance, and opportunity with protection.

If you’re ready to approach your digital wealth with the same sophistication you apply to the rest of your portfolio, we’re here to lead the way.