TrustsFor trustees putting trust assets into crypto. A dedicated broker handles execution and custody, with documentation you can show beneficiaries and auditors.
The dutyHold the trust's crypto to the same standard as its other property, prudent, separate, and documented.
When you invest on behalf of a trust, the assets aren't yours and the standard is higher. You're expected to act prudently, keep the trust's property separate and identifiable, and be able to show, to beneficiaries, co-trustees or an accountant, exactly what was done and why. A self-serve exchange hands you a login and leaves that entire duty of care sitting with you.
UpTrade acts as the trust's broker. A dedicated contact executes on the trust's behalf, assets sit in institutional custody in the trust's name, and each step leaves a record you can put in front of anyone entitled to ask. More onwhy a broker fits a fiduciary role.
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A relationship, not a loginYour dedicated broker executes on the trust's instruction and keeps the record clean, so when a beneficiary, co-trustee or adviser asks, the answer is already documented.
StewardshipHolding crypto in a trust isn't about chasing the market. It's about exposure that's appropriate, secure and defensible, something you can justify if a beneficiary or co-trustee asks how the trust's property is being managed.
Your broker keeps the trust's assets separate and identifiable, executes only on the trust's instruction, and routes larger amounts through OTC. Nothing depends on a private key sitting on a trustee's personal device.
Assets held by UpTrade in the trust's name and kept separate, with institutional-grade custody infrastructure provided by Fireblocks.
A record of what was done, suitable for beneficiaries and advisers.
Your broker acts on the trust's direction, not the other way around.
Who this is forWhatever the trust structure, your broker shapes a process you can defend.
Families holding assets across generations who want measured, secure crypto exposure.
Trustees with discretion over distributions, adding digital assets to the mix.
Trustees broadening trust holdings beyond property, shares and cash.
Those managing assets for others who need a clear, defensible process.
Trustees working with an accountant or adviser who need clean documentation.
The standardEvery trade the trust makes leaves a record you can put in front of a beneficiary, co-trustee or auditor , not a login on a personal device.The UpTrade standard for trustees
Why trustees choose UpTradeFour things every trust gets from day one, the same whether it holds one asset or fifty.
One contact who executes for the trust and understands you're acting for others.
Held by UpTrade in the trust's name, secured through Fireblocks.
A clear record of every action, suitable for beneficiaries, co-trustees and auditors.
Larger trust allocations handled off the public order book.
ReviewsFAQThe things trustees, beneficiaries and advisers ask before a trust holds crypto.
Yes. Holdings are held by UpTrade in the trust's name and secured using Fireblocks' institutional-grade custody infrastructure, remaining separate and identifiable from any personal assets. More on how custody works.
Through OTC execution rather than a public order book, so a sizeable allocation is quoted and settled privately instead of moving the market. How OTC works.
An exchange is a self-serve platform where you place your own orders and hold your own keys. A broker executes on the trust’s behalf and arranges custody, with documentation behind it. See the full comparison.
Not quite the right fit?If you're investing through a company or as a private individual, there's a page for that.
Ready when you areBook a consultation to talk through custody, documentation and process with a dedicated broker. No obligation, no commitment.