LIQUIDITY + COMMITMENT FUNDING
Current Commitments Reserve
Cash and short-duration assets fund distributions, taxes, philanthropy, operating needs, and anticipated capital calls without relying on the sale of long-duration assets.
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SolutionsFamily Offices
Digital assets, evaluated within a family’s long-term capital strategy.
A family office allocation should align with the family’s objectives, governance, liquidity needs, operating capacity, and approach to multigenerational stewardship.
THE FAMILY CAPITAL MANDATE
What the family capital portfolio must do
A family office translates family objectives, governance decisions, and entity-level obligations into a coordinated capital plan. It must fund distributions, taxes, philanthropy, operating needs, and investment commitments while preserving purchasing power and pursuing growth across generations.
Those responsibilities can be viewed through two capital functions: capital reserved for current commitments and capital invested for long-term family stewardship.
START WITH FAMILY GOVERNANCE↓
WHAT THE FAMILY CAPITAL PLAN REQUIRES
Start with family objectives and decision authority
Family objectives, entity structures, investment policies, approval rights, distribution policies, and portfolio commitments define how capital can be invested and overseen. These requirements establish the investment universe before portfolio role or manager selection.
TRANSLATE OBJECTIVES INTO CAPITAL FUNCTIONS↓
Separate capital needed for current commitments from capital invested for multigenerational stewardship.
Actual account and entity structures remain family office and adviser implementation decisions.
LONG-TERM TOTAL RETURN
Long-Term Family Capital Portfolio
Capital beyond forecast needs and commitments may pursue long-term total return, preserve purchasing power, and support future-generation objectives within the family’s governance and risk parameters.
IDENTIFY ELIGIBLE LONG-TERM CAPITAL↓
03 / ALLOCATION CAPACITY
Determine whether long-term family capital can support an allocation
The family office and its advisers assess approval authority, forecast commitments, liquidity, time horizon, and capacity for loss. Portfolio role, exposure overlap, tax effects, costs, and reporting requirements shape the final review.
- FAMILY OBJECTIVES + GOVERNANCE
- COMMITMENTS + LIQUIDITY
- TIME HORIZON + LOSS CAPACITY
- ROLE WITHIN THE TOTAL PORTFOLIO
- EXPOSURE OVERLAP + CONCENTRATION
- ENTITY, TAX + REPORTING REQUIREMENTS
DEFINE THE ROLE INSIDE THE LONG-TERM PORTFOLIO↓
Digital assets within multigenerational family capital
Where the family office and its advisers determine an allocation fits the capital plan, digital assets provide exposure to open financial networks and programmable financial infrastructure within the long-term family portfolio.
ILLUSTRATIVE LONG-TERM FAMILY CAPITAL PORTFOLIO
Six equal slices identify portfolio categories and correspond to the color-coded key. The outlined digital asset sleeve is part of the long-term portfolio.
- Public equities
- Fixed income
- Private markets
- Real estate
- Commodities
- Digital assets
Illustrative portfolio architecture. Equal slices identify categories and do not represent current or target weights. No allocation recommendation is presented.
FAMILY OFFICE CHALLENGES / FUND SOLUTION
See each family-office constraint alongside a specific Fund response.
If the family office and its advisers determine that long-term capital may support an allocation, the next review covers governance, liquidity, implementation, operational diligence, and consolidated reporting.FAMILY OFFICE CHALLENGE
What the family office must evaluate
FUND SOLUTION
How Marietta DeFi Fund LP can help
FAMILY OFFICE CHALLENGE 01
Coordinated governance and diligence
Principals, investment staff, committees, and outside advisers may apply different approval rights, objectives, and diligence standards.
FUND SOLUTION 01
A common diligence record
Offering documents, Fund terms, risk disclosures, and operating materials give each stakeholder the same basis for review and approval.
FAMILY OFFICE CHALLENGE 02
Liquidity across the family balance sheet
Distributions, taxes, philanthropy, operating-company needs, and private-market capital calls can compete for liquidity.
FUND SOLUTION 02
Terms evaluated against commitments
The family office can compare the Fund’s holding and redemption terms with forecast cash needs, reserve levels, capital calls, and the allocation’s intended duration.
FAMILY OFFICE CHALLENGE 03
Specialist expertise and bandwidth
Direct digital asset ownership requires asset research, protocol analysis, custody, execution, security oversight, and continuous monitoring.
FUND SOLUTION 03
Delegated digital asset implementation
The Fund consolidates access to TPS research, portfolio construction, risk monitoring, and onchain implementation through one fund interest.
FAMILY OFFICE CHALLENGE 04
Oversight across entities and providers
Digital assets add custody, valuation, security, exposure, and reporting questions across the family office’s entities and advisers.
FUND SOLUTION 04
A defined fund-level relationship
The allocation is held through one fund interest, with fund administration, valuation procedures, investor reporting, and manager communications supporting consolidated oversight.