40+ Years Providing Premium Service
Jupiter 9 Services SA is an independent trust and fiduciary services company, with over 40 years’ experience in the private wealth sector.
Our core value is very simple and underpins everything we do – building long-lasting relationships. Whether it be entrepreneurs or high-net-worth families, our success stems from a deep understanding of our client’s individual objectives.
We pride ourselves in our ability to understand the complexity of each of our client’s individual needs. This provides them with the peace of mind of knowing that we are caring for them and the future generations to come.
Your Premier Choice for Family Wealth Management
Leveraging over 40 years of expertise, Jupiter 9 is dedicated to nurturing your family's legacy with exceptional wealth management solutions.
Deep Industry Knowledge
Our team's long experience provides unparalleled insights into effective wealth preservation and growth strategies.
Customised Wealth Strategies
We specialise in creating bespoke plans tailored to meet the unique goals and aspirations of your family.
Unwavering Commitment to Service
Our ethos is rooted in building trust through transparency, dedication, and a relentless pursuit of your family's financial well-being.
SERVICES
Insights
Embracing Legal Structures for Your Digital Assets: The Time is Now
Embracing Legal Structures for your Digital Assets: The Time is Now
The world of blockchain technology and cryptocurrencies has emerged as a critical focal point in today’s financial discourse. From Bitcoin to non-fungible tokens (NFTs), tokenised assets and decentralised finance (DeFi) products, the digital asset landscape has fundamentally reshaped traditional finance.
In 2024, the burgeoning market has given rise to numerous new crypto billionaires, underscoring the industry’s immense value and influence. As this market expands, so too do the complexities surrounding the management, security, and legacy of these assets. For many investors, it is prudent to explore wealth planning and legal structures—such as trusts—to effectively hold and manage their digital assets.
Why Consider a Trust to Hold Your Digital Assets?
Enhanced Security
One of the primary benefits of establishing a trust for your digital assets is the layer of security it provides. By placing ownership of digital holdings into a trust, individuals can enjoy greater peace of mind and focus on their financial goals without concerns about breaches or inadvertent errors. A knowledgeable trustee can oversee the management and protection of these assets, utilising a robust custody solution, mitigating personal risk while fortifying the safeguards against potential threats inherent in the digital landscape.
Custodial and Non-Custodial Options
Our trust services offer both custodial and non-custodial solutions tailored to your needs. This flexibility allows you to choose the level of control and security that best aligns with your investment strategy. Whether you prefer a multi-signature setup for added security or a straightforward non-custodial wallet, we can accommodate your preferences. Additionally, our services include redundancy measures for backup and safe-keeping, ensuring your digital assets are always secure.
Anonymity and Privacy
Many investors seek to maintain a certain degree of anonymity regarding their asset ownership. Trusts can effectively preserve confidentiality, shielding individuals from public scrutiny and potential exploitation. This level of privacy is especially valuable in an ecosystem where identity theft and fraud are prevalent concerns.
Succession Planning
Trusts provide a flexible and effective framework for individuals who have accumulated substantial wealth, allowing them to delineate precise instructions for managing their digital assets. This ensures a smoother transition of their financial estate, reducing friction and confusion for heirs and beneficiaries. With comprehensive management of private key and wallet infrastructure from the trustee-side, beneficiaries can access their assets without the fear of private key loss.
Asset Protection
A trust is a method to which assets can be protected from creditors or from other risks (e.g. divorce claims, claims from a hostile family member, litigation or political instability). By placing digital assets within a trust, investors can create a fortified barrier against unforeseen circumstances.
Asset Diversification
As the trust is a means used for long-term wealth management, it allows for a diversified portfolio that aligns with the wealth creator’s financial goals. Trusts can be structured to include a wide range of assets, from real estate to stocks to alternative investments, facilitating a more comprehensive diversification strategy.
Tax Planning
Trusts are often utilised to optimise tax efficiency. Certain trust structures may facilitate more favourable capital gains treatment or enable tax-efficient wealth transfer strategies. While tax advantages depend on various factors—such as the trust’s jurisdiction and the nature of the underlying assets—strategic selection of locations can yield low to negligible tax liabilities.
Regulatory Compliance
The rapidly evolving regulatory landscape surrounding digital assets presents considerable challenges. Trusts can help individuals in navigating these complexities by providing a structured approach to asset management that aligns with current regulations, thus minimising legal exposure.
Liquidity Considerations
An important consideration for digital asset holders is how quickly assets can be converted to fiat or other cryptocurrencies if requested. Our process for executing transactions on behalf of the trust ensures compliance with all regulatory requirements, as well as allowing for seamless on-ramp and off- ramp capabilities. Our team is equipped to facilitate these transactions efficiently, ensuring you have access to liquidity when you need it.
Conclusion
As the digital asset landscape continues to evolve, establishing legal structures like trusts could represent a vital strategy for safeguarding investments. From enhanced security and efficient estate planning to potential tax benefits and regulatory compliance, trusts provide a holistic solution for managing digital wealth and beyond. Stakeholders in the crypto and blockchain sectors should proactively take steps to protect their investments and secure their legacies, making the establishment of a trust a timely and prudent consideration in today’s dynamic financial environment.
Our team specialises in integrating digital assets into established frameworks such as trusts, ensuring long-term security and seamless governance for wealth across generations. We offer comprehensive solutions that encompass not just asset protection, but also estate planning and regulatory compliance.
With Jupiter 9, your digital wealth is in the safest hands. Plan for the future with confidence, knowing that your assets are secure and poised to grow for generations to come.
Leading the Way in Digital Wealth Management
9 October 2024
Digital assets and the underlying technology have been a hot topic for several years. Despite certain challenges that the industry has faced, and continues to face, it is clear that it will have an ever growing role to play in the estate and trust industry in the future.
Jupiter 9 has been ahead of most other service providers in this space, with its owners and team members having personal interests in the sector. Our intrigue led us to questioning how to bridge the gap between those who have amassed their wealth predominantly in the digital world, and the traditional (“fiat”) world.
We quickly understood that the challenges around increasing regulation and compliance in the digital asset sector were not going to go away. These issues would become more prevalent, especially in key financial jurisdictions. Furthermore, there still remains the difficulty for certain digital asset owners to enjoy the same ‘luxuries’ as those in the fiat world, be it from day-to-day living and usage of your digital wealth as a means of payment, to taking succession planning measures in suitable structures for wealth preservation for the future generations.
This resulted in us developing from the ground up a top-tier network of custodians and specialists in the digital asset and cryptocurrency space. Combined with our independence, we have positioned ourselves perfectly to offer clients unparalleled peace of mind when planning for the next stages of how to manage their digital wealth, providing them with the means to set up appropriate structures to meet their individual needs.
Our team understands the complexities of digital assets, and how these fit within the broader financial and legal framework. By incorporating these assets into well-established structures (trusts, foundations or other suitable structures), we provide the long-term security and governance needed to protect wealth across generations. Our approach means clients can rely on our experience, ensuring every detail is handled with precision. We go beyond just asset protection, providing comprehensive solutions, including estate planning and regulatory compliance.
With Jupiter 9, your digital wealth is in the safest hands. Plan for the future with confidence, knowing that your wealth is not just preserved but secure for the generations to come.
OUR TEAM
Andrea Vallabh
Chief Executive Officer
Sasha Vallabh
Chief Operating Officer