Carlo D’Angelo, Founder & Chief Strategist Stablecoin Solutions

Family Office Digital Asset Readiness Package

A fixed-fee, fixed-scope advisory engagement designed to give family offices a decision-ready understanding of stablecoins, payments infrastructure, and GENIUS Act exposure — without requiring adoption.

Family Office Digital Asset Readiness Package

What This Engagement Covers

1. Structural & Entity Review

We review existing entities and structures to understand where digital assets could or already do interact with operations.

2. GENIUS Act Exposure Assessment

We map how the GENIUS Act impacts family office activities — directly or indirectly — including treasury operations, counterparties, and payment flows.

3. Stablecoin Risk & Use-Case Analysis

We identify where stablecoins:

• Improve efficiency

• Add optionality

• Or make no sense at all

4. Treasury & Payments Readiness Snapshot

We assess:

• Fee leakage

• Settlement delays

• Counterparty concentration

• Payment bottlenecks

5. Decision-Ready Options Roadmap

We present three clear paths forward:

1. Do nothing — with eyes open

2. Limited, defensive posture

3. Future-ready integration

Pricing

$7,500 Flat Fee

Start With Clarity

If your family office wants to understand how stablecoins and the GENIUS Act affect treasury operations and risk exposure start here.

Confidential Family Office Assessment

The problem:

The “visible” cost is not the real cost

Most family offices see wire fees ($30–$75), but the largest cost is often embedded in FX spreads and settlement friction—especially on large international transfers.

The reality:

Even small percentage spreads on large transfers can quietly become six or seven figures annually—without any line item that makes it obvious.

The solution:

A regulated, controls-first payment rail

With the GENIUS Act framework, regulated stablecoin rails can offer:

• Faster settlement

• Lower effective spreads (in many corridors/use cases)

• Better operational visibility

• A workflow that can be designed for privacy and governance

The solution:

Treasury Efficiency & Stablecoin Assessment
A CFO-grade, principal-ready roadmap showing exactly where savings are, how to capture them safely, and what a controlled pilot would look like.

What’s included:

1) Confidential Financial Operations Review

• 90-minute working session with CFO/CIO/Head of Ops

• High-level mapping of international payment patterns

• Privacy and security requirements captured

2) True Cost Analysis (12-month retrospective)

• Wire + correspondent bank fees

• Estimated FX spread impact by corridor and transaction size

• Opportunity cost of settlement delay (cash drag)

• Staff time and operational friction

3) Stablecoin Operating Model Design (vendor-agnostic)

• GENIUS Act–aligned stablecoin option framework

• Custody approaches (institutional-grade options)

• Multi-signature and approval workflow design

• Accounting + reconciliation workflow (what gets recorded, how, cadence)

4) Use Case Prioritization & ROI Modeling
Ranked scenarios across:

• savings potential

• implementation complexity

• time to value

• risk level

5) Compliance & Risk Framework

• GENIUS Act alignment checklist

• AML/KYC touchpoints and process implications

• Controls, incident response, and evidence retention plan

• Recommended outside counsel / CPA collaboration points

6) Executive Presentation

• 90-minute readout for principals and key stakeholders

• Clear recommendation and go/no-go decision framing

• Optional pilot scope and implementation options

Deliverables you receive

• 20–25 page “Private & Confidential” report

• Excel cost model + 3-year projections

• Implementation roadmap (timeline + milestones)

• Vendor comparison matrix (issuers, custody, platforms)

• Compliance checklist + risk register

• Stablecoin treasury policy template + SOP starter pack

  Apply for a Confidential Assessment

  What happens after you apply:

  1. We review fit (volume, corridors, privacy needs, internal capacity)

  2. You receive a short intake + NDA option

  3. We schedule a 30-minute confidential consult

  4. If aligned, we start the assessment within 7 day

Pricing

$15,000 Flat Fee