Post-Liquidity Physical Reserve.
Documented in five business days.
For principals who have just closed a liquidity event and want a directly-titled physical reserve separated from the existing brokerage and private-equity holdings. Private Reserve tier ($1M–$5M) and Family Reserve tier (above $5M).
A recent liquidity event is a narrow window. The exposure layer can be rebuilt across any brokerage relationship; the reserve layer is only built deliberately, once, and in your own name. A directly-titled physical precious-metals reserve is not a claim on any counterparty — not the brokerage that holds the ETFs, not the fund sponsor, not the clearing layer. The metal is yours.
The Office writes a reviewed, eight-section Private Reserve Strategy Brief tailored to the post-liquidity situation — allocation band against the now-deployed cash, a custody architecture built for diversification across depositories, a titling plan that coordinates with the structures already in place post-event, and a form mix chosen for the holding period and exit. The full engagement runs end-to-end with transparent metal-spread pricing and vaulting at the chosen facility, both named in writing in the brief. Delivered within five business days of intake.
The deliverable, specified.
Named on the marketing page. Contracted at intake. Delivered in writing.
- ✓Reviewed 8-section Strategy Brief
Situation framing, allocation band, custody architecture, titling, form of the reserve, implementation, exit posture, and open questions — each on the page. Written to your specific post-liquidity situation and read by a human before delivery.
- ✓Two-depository custody split
Majority portion in allocated segregated storage at a primary institutional depository; a secondary depository for counterparty diversification. Titled to your family LLC or trust.
- ✓Complete documentation chain
Serial-numbered bar list, depository holdings statement, titling and storage agreements, summary of the depository’s all-risk coverage (typically Lloyd’s-underwritten). Assembled into a single file you retain.
- ✓Transparent pricing — two line items, brief included
A competitive wholesale spread on the metal (buy and sell, named in writing by format) plus a vaulting rate at the chosen facility (negotiated at company level, passed to the client at a discount to retail). The reviewed Strategy Brief, founder advisory, custody coordination, complete documentation chain, and the first year of review are included with the engagement. No AUM percentage, no separate brief fee, no performance fee.
- ✓Annual review, included
Annual written review of allocation, custody, titling, and exit posture. Available at every tier.
The post-liquidity window is narrow. The reserve is not in place until it is in place.
What this engagement looks like.
- I just closed the liquidity event. When should the reserve be implemented?
- The intake can begin immediately. The brief is delivered in five business days and names an implementation sequence with a realistic window — typically four to eight weeks from brief approval to complete documentation. Pricing execution is consolidated into a shorter window once the criteria are set in the brief.
- Should the reserve be titled to an existing entity or trust from the liquidity structure?
- Usually yes, and the titling section of the brief proposes a specific structure in coordination with the estate-planning counsel who set up the liquidity-event vehicles. The Office names the options and the tradeoffs; the final titling decision stays with your attorney.
- What about existing physically-backed ETF positions from pre-event?
- Conversion from an ETF position in a brokerage account to a directly-titled reserve is a structural change, not a tax-free swap. The brief frames the options (sell to cash, then deploy into physical; or hold the ETF as exposure alongside a reserve built with new capital), names the counterparties involved, and flags the tax questions for the client’s advisor.
- Is there a floor or a ceiling on what the Office takes at this tier?
- The Private Reserve tier is structured for $1M–$5M allocations; the Family Reserve tier handles above $5M with additional governance and continuity work. Both engagement types use the same eight-section architecture; the custody, titling, and review cadence scale with complexity.
The post-liquidity reserve, built once, held in your name.
Begin the intake now. The reviewed brief is delivered in five business days of intake. Every month of delay is a month the foundation of your stack is missing.
The metal is yours — not a fund’s, not a claim on any counterparty.
Reviewed brief delivered in five business days of intake. The engagement structure is named in the brief — you proceed only if both fit your situation.
The Office accepts a small number of new engagements each quarter. Selection is by considered fit, not by pace of inbound.