High-Value Clients Are Moving
Hero Portfolio
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The outflows aren’t small. Among those leaving advisors without crypto options, over half moved $250K–$1M, and 51% of high-net-worth clients have done the same.
Crypto is now a core allocation, not a speculative bonus. Investors increasingly expect advisors to offer integrated, compliant, and transparent solutions, including regulated custodians and insured wallets.
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Big clients shifting portfolios is always the first real signal of change.


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When high-value clients shift, the industry eventually follows.
