LIQUIDITY + CAPITAL STABILITY
Near-Term Liquidity Reserve
Cash and short-duration assets support emergency reserves, taxes, planned spending, and family commitments without relying on the sale of long-duration assets.
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SolutionsIndividuals & Families
Digital assets, evaluated through your financial priorities.
A measured allocation should account for the goals, liquidity needs, time horizon, and capacity for loss that shape the household’s broader portfolio.
THE HOUSEHOLD MANDATE
What the household portfolio must do
A household portfolio translates a financial plan into a capital plan for current spending, future milestones, and intergenerational goals. It must preserve liquidity for expected commitments while investing capital intended for longer time horizons.
Those responsibilities can be viewed through two capital functions: capital reserved for near-term priorities and capital invested for long-term wealth.
START WITH THE FINANCIAL PLAN↓
WHAT THE FINANCIAL PLAN REQUIRES
Start with the household’s financial plan
Cash-flow needs, planned expenditures, tax obligations, time horizon, and risk capacity define which capital must remain available and which capital can support long-duration investments. These requirements establish the investment universe before portfolio role or manager selection.
TRANSLATE PRIORITIES INTO CAPITAL FUNCTIONS↓
Separate capital needed for near-term priorities from capital invested for long-term wealth.
Actual account structure remains a household and adviser implementation decision.
LONG-TERM TOTAL RETURN
Long-Term Wealth Portfolio
Capital beyond anticipated needs can pursue long-term total return, purchasing-power preservation, retirement funding, and intergenerational goals within the household’s risk parameters.
IDENTIFY ELIGIBLE LONG-TERM CAPITAL↓
03 / ALLOCATION CAPACITY
Determine whether long-term capital can support an allocation
The investor and advisers assess planned cash needs, liquidity, time horizon, and capacity for loss. Portfolio role, diversification, tax effects, costs, and monitoring requirements shape the final review.
- FINANCIAL PLAN + HOUSEHOLD GOALS
- PLANNED SPENDING + LIQUIDITY
- TIME HORIZON + LOSS CAPACITY
- ROLE WITHIN THE TOTAL PORTFOLIO
- DIVERSIFICATION + CONCENTRATION
- TAX, COST + MONITORING REQUIREMENTS
DEFINE THE ROLE INSIDE THE LONG-TERM PORTFOLIO↓
Digital assets within long-term wealth
Where the investor and advisers determine an allocation fits the financial plan, digital assets provide exposure to open financial networks and programmable financial infrastructure within the long-term portfolio.
ILLUSTRATIVE LONG-TERM WEALTH 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.
HOUSEHOLD CHALLENGES / FUND SOLUTION
See each household constraint alongside a specific Fund response.
If the investor and advisers determine that long-term capital may support an allocation, the next review covers sizing, funding, implementation, monitoring, and reporting.HOUSEHOLD CHALLENGE
What the investor must evaluate
FUND SOLUTION
How Marietta DeFi Fund LP can help
HOUSEHOLD CHALLENGE 01
Competing financial priorities
Current spending, taxes, future milestones, and legacy goals may draw on the same pool of capital.
FUND SOLUTION 01
Terms evaluated against planned needs
The Fund’s holding and redemption terms can be compared with emergency reserves, planned expenditures, and other anticipated cash needs.
HOUSEHOLD CHALLENGE 02
Volatility and allocation size
Digital asset drawdowns can make allocation size a material source of total-portfolio risk.
FUND SOLUTION 02
A defined portfolio sleeve
A single fund interest allows the allocation to be sized and monitored as a distinct sleeve within the broader household portfolio.
HOUSEHOLD CHALLENGE 03
Specialized diligence
Networks, protocols, and market structures evolve quickly and require specialized technical, economic, and investment analysis.
FUND SOLUTION 03
A repeatable investment process
TPS evaluates assets, protocols, market conditions, and portfolio roles through a defined research and investment process.
HOUSEHOLD CHALLENGE 04
Operational and reporting burden
Direct ownership requires custody, venue selection, onchain execution, valuation, tax records, and continuing monitoring.
FUND SOLUTION 04
Consolidated fund implementation
TPS centralizes portfolio implementation, risk monitoring, and onchain operations, while the Fund provides consolidated investor reporting.