For trustees putting trust assets into crypto. A dedicated broker handles execution and custody, with documentation you can show beneficiaries and auditors.
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 on why a broker fits a fiduciary role.
Holding 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 in Fireblocks custody, held in the trust’s name and kept separate.
A record of what was done, suitable for beneficiaries and advisers.
Your broker acts on the trust’s direction, not the other way around.
Whatever 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.
One contact who executes for the trust and understands you’re acting for others.
Assets via Fireblocks, held in the trust’s name, separate and identifiable.
A clear record of every action, suitable for beneficiaries, co-trustees and auditors.
Larger trust allocations handled off the public order book.
The services behind every trust holding.
Why a broker suits a fiduciary role better than a platform.
Learn moreInstitutional asset protection via Fireblocks.
Learn moreLarger allocations filled off the public order book.
Learn moreThe 500+ assets available through Uptrade.
Learn moreEvery action was recorded clearly, so when my co-trustee asked how the trust’s holdings were being managed, I had a straight answer and the paperwork to back it.
The custody setup kept the trust’s assets separate from everything else. That separation mattered to me as a trustee, and it was handled without me chasing it.
My broker supported the process rather than selling to me. As someone acting for beneficiaries, that measured approach was exactly what I needed.
Yes. Holdings are kept in institutional custody via Fireblocks in the trust’s name, separate and identifiable from any personal assets.More on how custody works.
Yes. Each transaction produces a record intended to be shared with beneficiaries, co-trustees, accountants or auditors, so the trust’s activity is transparent and documented.
Uptrade is your broker, not your adviser. The process is built to support prudent, documented action on the trust’s behalf, but you should seek your own legal or financial advice on your specific fiduciary obligations.
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.
Uptrade is registered with AUSTRAC as a Digital Currency Exchange Provider (DCE100856266-001) and operates in compliance with its regulatory obligations.
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.
If you’re investing through a company or as a private individual, there’s a page for that.
Book a consultation to talk through custody, documentation and process with a dedicated broker. No obligation, no commitment.