01
Multi-entity onboarding
If the family holds across jurisdictions, we onboard each entity under the regulator that fits it.
Family offices coordinate wealth across generations, jurisdictions, and asset classes — and they don't want fifteen counterparties to do it. GOAT Finance provides a single regulated relationship covering fiat banking access, crypto OTC execution, and cross-border settlement, with the entity selection driven by family structure rather than ours.
02 / TYPICAL FLOWS
What family offices
typically need.
02
Dedicated relationship manager
One point of contact for the whole family. We learn the structure so you don't re-explain it.
03
Discreet large-ticket execution
Principal OTC means no exchange order book footprint. Your trades don't telegraph.
04
Estate-planning coordination
We coordinate with your tax and legal advisors on transfers, gifts and inheritance flows.
03 / ENTITY ROUTING
Where family offices
typically onboard.
Final entity selection is confirmed on the intro call — it depends on your specific domicile, structure and use case. Below are the entities most common for this profile.
GOAT SAGL
Switzerland
Swiss-domiciled families and the classic European family-office structure.
GOAT LLC
United States
US-resident principals and trusts settled under US law.
GOAT Ltd
Canada
Canadian residents and CAD-denominated structures.
04 / RECOMMENDED PRICING
Most family offices land on
Institutional.
Most family offices onboard under Institutional. Families running $50M+ in active flow move to Prime with negotiated spread pricing.
See pricing tiers05 / WHAT TO EXPECT
Onboarding, candidly.
- 01 KYC on the principal(s) and every entity in the structure — trusts, holding companies, foundations.
- 02 Source-of-wealth documentation (not just source-of-funds for the initial deposit).
- 03 Coordination with existing tax and legal advisors during onboarding.
- 04 Multi-jurisdictional onboarding takes longer (1–2 weeks vs 36h average) — enhanced due diligence applies.
06 / OTHER CLIENT TYPES