Flagship briefing

Institutional Custody Briefings

A structured 90-minute session for compliance committees, fund boards, and custody operations leads who need a shared vocabulary before approving Solana exposure or reviewing a custodian RFP.

Institutional vault corridor with secure access controls

Who this is for

Compliance officers, fund administrators, and custody team leads at asset managers, family offices, and pension-adjacent vehicles in Korea and the wider Asia-Pacific region. Typical attendees number four to eight; larger groups should book two consecutive sessions.

What you receive

  • Live 90-minute video briefing with a Signal FieldBase researcher (fund-administration background, five or more years in digital-asset policy work)
  • Pre-session reading pack: three annotated articles from our library, matched to your stated policy stage
  • Decision-tree handout on custody-model selection (hot, warm, cold, qualified custodian, MPC vault)
  • Staking custody checklist: when reward accrual, delegation, and withdrawal count as custody events
  • Written summary delivered within three business days, suitable for attachment to committee minutes

What is not included

This briefing is educational research, not legal advice, custody implementation, or vendor selection. We do not execute transactions, hold assets, or recommend specific custodians. If you need legal sign-off, involve your outside counsel alongside the session.

Session outline

  1. Opening context (15 min) — Your current policy draft, allocation timeline, and known blockers. We map these to the reading pack before diving into technical detail.
  2. Custody architecture (25 min) — How Solana keypairs, program-derived addresses, and multisig or MPC arrangements affect segregation and audit trails.
  3. Compliance triggers (25 min) — Travel Rule thresholds, record-keeping fields, and the questions auditors typically ask for Solana holdings.
  4. Committee Q&A (25 min) — Open discussion on your custodian shortlist, staking policy, or internal approval workflow.

Delivery and preparation

Sessions run via secure video call. We ask that you share your policy stage and attendee roles at least five business days before the date so we can tailor the reading pack. No technical setup is required beyond a screen-share connection.

Pricing basis

Fixed fee per session for up to eight attendees. Additional attendees or a second session on a different topic are quoted separately. See Rates for current figures. A 30% deposit confirms the calendar slot; the balance is due before the session date.

Next step

Submit an inquiry with your preferred date range, committee size, and whether staking is in scope. We reply within two business days with availability and a tailored reading list preview.

Request a briefing date