Why we’re here
Premier Family Office Services and Asset Management
Bespoke was born from an estate planning law firm, where we helped families navigate the complexities of wealth across generations.


Our Philosophy
How We Go Beyond the Typical Family Office Structure
We don’t serve balance sheets—we serve people. We meet each client with humanity and authenticity, no matter the size of their wealth.
At Bespoke, strategy starts with who you are and where you’re going. We build every relationship on trust, intention, and deep personal alignment.
What does wealth mean to you?
Alternative Family Asset Management
MILESTONES
Foundations Laid
- Bespoke begins operations as a strategic advisory and fractional family office for an ultra-affluent Bitcoin family in the U.S.
- Introduction of active philanthropy engagement and operational support services within the family office structure.
Continued Expansion
- Expansion of strategic advisory services to include ultra-high-net-worth (UHNW) Bitcoin investors, L1 blockchain protocol founders, and other participants in the growing digital asset ecosystem.
- Bespoke surpasses $500 million in assets under advisement through non-regulated family office services.
Restructuring
- Formation of Bespoke Advisory LLC, a registered investment advisory firm under the SEC, enabling the provision of full-service regulated asset management.
- Onboarding of the first client and foundational team members under the new structure.
Regulatory Approval
- Bespoke Advisory LLC receives formal regulatory approval from the U.S. Securities and Exchange Commission (SEC).
- Successfully onboards $100 million in assets under management.
Global Momentum
- Secures 9 clients within 6 months.
- Begins global expansion, establishing presence in the U.S., Mexico, and Europe.
Scaling Impact
- Serving 17 clients.
- Supporting donations of over $100 million for philanthropic initiatives.
- Expands to a team of 23 members
2018
2020
2022
2023
2024
2025