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Private & Institutional Advisory

Digital Assets,
Handled With
Discretion

We help private investors, entrepreneurs and businesses confidently access digital assets and tokenization through education, governance, security and trusted execution.

$200M+
Assets Advised On
150+
Clients Served
12
Jurisdictions Covered
Zero
Security Incidents
For Individuals

Your First Digital Asset,
Done Right

Acquiring and securing digital assets requires precision. We walk beside you through every step — from your first understanding to long-term portfolio management.

Education & Training

Private, tailored sessions that demystify digital assets without the noise. Understand the fundamentals, the risks, and the opportunities at your own pace.

Custom Advisory

Strategic guidance aligned with your wealth structure, risk appetite, and investment horizon. We never recommend — we advise, so you decide with clarity.

Hands-On Acquisition

We assist you through your very first purchase — from selecting the right platform to executing the transaction securely, side by side.

Secure Custody

Your assets, under your control. We help you set up self-custody with hardware-grade security — the equivalent of a personal vault for digital wealth.

Backup & Recovery

We guide you through creating and securely storing your 24-word recovery phrase — your master key — with redundancy protocols that protect against loss.

Growth & Yield

Once secured, explore structured opportunities — from decentralised finance protocols to yield generation — always within a robust risk management framework.

Our Process

A Methodical Approach

Every engagement follows a structured path — no shortcuts, no guesswork.

01

Discovery

We assess your financial position, goals, and risk tolerance in a confidential setting.

02

Education

Tailored sessions ensure you understand exactly what you're entering — in plain language.

03

Execution

We assist with acquisition, setup, and securing your first digital asset holdings.

04

Ongoing Support

Continuous advisory as your digital portfolio evolves — always one call away.

Private advisory meeting
"The question is no longer whether digital assets belong in a diversified portfolio — it's how to enter with discipline."

We believe in measured adoption. Our clients don't chase trends — they build positions with the same prudence they apply to every other asset class. Security, compliance, and long-term thinking are non-negotiable.

For Businesses & Asset Owners

Tokenize Your
Real-World Assets

Unlock liquidity, expand your investor base, and modernise ownership structures — whether you run an SME, own real estate, or hold income-generating assets.

Real estate asset

Real Estate Tokenization

Fractionalise property ownership, attract global investors, and streamline distributions — all through legally compliant token structures.

SME Tokenization

Raise capital by tokenizing equity or revenue shares. Access a new class of investors beyond traditional venture channels.

Alternative Assets

Art, commodities, funds, or any asset with verifiable value — we structure the tokenization to fit the asset class and regulatory environment.

Cross-Border Access

Reach investors across jurisdictions with compliant structures designed for international distribution from day one.

Legal Framework

Legal Architecture

  • SPV structuring and corporate setup
  • Full due diligence and compliance review
  • Jurisdiction-specific regulatory guidance
  • Tokenholder agreements and rights frameworks
  • Ongoing regulatory monitoring and adaptation
Technical Infrastructure

Technical Execution

  • Custom token design and economics
  • Smart contract development and auditing
  • Token distribution and allocation strategy
  • Launchpad access and investor pool connections
  • Post-launch technical maintenance and support
For Professional Partners

Extend Your Practice,
Not Your Risk

Law firms, accounting practices, family offices, and wealth managers are increasingly asked about digital assets by their clients. We help you answer — without building in-house expertise.

White-Label Advisory

We operate behind your brand. Your clients stay your clients — with expert digital asset guidance you can trust.

Training for Your Team

Equip your associates and partners with foundational knowledge through private workshops designed for professional services.

Referral Partnership

Introduce clients to Join the Chain and earn referral fees. A seamless, confidential handover every time.

Become a Partner
Professional advisory environment
Partner Firms
30+

Law firms, accountants & family offices across Europe

Client Perspectives

Trusted by Those Who
Don't Take Chances

"I've worked with private banks for 30 years. Join the Chain was the first firm in this space that spoke my language — no hype, no pressure. Just competence and patience."

M. Laurent
Private Investor, Geneva

"We tokenized two properties through Join the Chain. The legal structuring was impeccable — our counsel was genuinely impressed by the rigour of the process."

S. van der Berg
Real Estate Group, Amsterdam

"As a law firm, we needed a partner we could refer clients to with complete confidence. Join the Chain has never let us — or our clients — down."

Dr. K. Weber
Managing Partner, Weber & Associates, Zurich
Get in Touch

Let's Start a
Private Conversation

Every engagement begins with a confidential introductory call. No obligations, no sales pitch — just a clear assessment of how we might help.

Your information is treated with the same discretion as a private banking relationship.

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About Join the Chain

Bridging Traditional Wealth
and Digital Assets

Join the Chain was founded on a simple observation: the world's most sophisticated investors were being underserved in the digital asset space — not by a lack of options, but by a lack of standards.

While digital assets have matured significantly, the experience of acquiring, securing, and managing them has not kept pace with the expectations of high-net-worth individuals, family offices, and institutional investors. The gap between a private banking relationship and a typical digital asset onboarding experience remains vast.

Join the Chain exists to close that gap. We bring the discipline, discretion, and client-first ethos of traditional private wealth management to the digital asset domain.

What We Do

We operate across two complementary areas:

  • Individual Advisory — Guiding HNWIs through their first digital asset acquisition, with a focus on security, education, and long-term portfolio thinking.
  • Tokenization Services — Helping businesses, entrepreneurs, and real estate owners tokenize real-world assets through legally sound and technically robust processes.

Our Principles

Security First

Every recommendation we make is filtered through the lens of asset safety. We will never suggest a shortcut that compromises the security of your holdings.

Client Autonomy

We advise — you decide. We never take custody of your assets. Self-sovereignty is not just a principle; it is a structural requirement of how we work.

No Hype

Digital assets are a legitimate asset class. They are not a religion. We present opportunities and risks with equal rigour and let you draw your own conclusions.

Discretion

Our clients expect confidentiality as a baseline. We treat every engagement with the same level of discretion you would find at a leading private bank.

Based in Lisbon, Serving Europe

Join the Chain is headquartered in Lisbon, Portugal — a growing hub for technology and innovation within the European Union. From our base, we serve clients and partners across the continent and beyond, working across multiple jurisdictions and regulatory environments.

We work alongside a curated network of legal partners, technical specialists, and institutional service providers to deliver end-to-end solutions — without the overhead of a large firm.

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Privacy Policy

Last updated: June 2026

1. Introduction

Join the Chain ("we," "us," or "our") is committed to protecting the privacy and personal data of our clients, website visitors, and business partners. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website at jointhechain.org or engage with our services.

This policy complies with the General Data Protection Regulation (EU) 2016/679 ("GDPR") and applicable Portuguese data protection laws.

2. Data Controller

The data controller responsible for your personal data is:

Join the Chain

Lisbon, Portugal

Email: contact@jointhechain.org

3. Information We Collect

Information you provide directly: When you contact us through our website form, email, or Calendly scheduling, we may collect your name, email address, phone number, professional profile, and any information you include in your message.

Information collected automatically: When you visit our website, we may collect certain technical data, including your IP address, browser type, operating system, referring URLs, pages viewed, and the dates and times of your visits.

Information from third parties: With your consent, we may receive information about you from our referral partners, such as law firms or accounting practices.

4. Legal Basis for Processing

We process your personal data on the following legal bases:

  • Consent — Where you have given us explicit consent to process your data for a specific purpose.
  • Contractual necessity — Where processing is necessary to perform a contract with you or take steps at your request before entering into a contract.
  • Legitimate interests — Where processing is necessary for our legitimate business interests, such as responding to inquiries and improving our services, and does not override your rights and freedoms.

5. How We Use Your Information

We use your personal data to:

  • Respond to your inquiries and provide requested services
  • Schedule and conduct consultations
  • Send you relevant information about our services (only with your consent)
  • Improve our website and client experience
  • Comply with legal and regulatory obligations
  • Maintain the security and integrity of our systems

6. Data Sharing and Disclosure

We do not sell, rent, or trade your personal data. We may share your information with:

  • Trusted service providers — Such as email hosting, form processing, and scheduling tools, who process data on our behalf and under our instructions.
  • Legal and regulatory authorities — If required by applicable law, regulation, or legal process.
  • Professional partners — With your explicit consent, we may share relevant information with legal or technical partners involved in delivering services to you.

7. Data Retention

We retain your personal data only for as long as necessary to fulfil the purposes for which it was collected, including to satisfy any legal, accounting, or reporting requirements. In practice, this means we may retain client correspondence and records for up to 5 years after the end of our engagement, unless a longer retention period is required by law.

8. Your Rights Under GDPR

You have the right to:

  • Access — Request a copy of your personal data.
  • Rectification — Request correction of inaccurate or incomplete data.
  • Erasure — Request deletion of your data ("right to be forgotten").
  • Restriction — Request restriction of processing in certain circumstances.
  • Portability — Request transfer of your data in a structured, machine-readable format.
  • Objection — Object to processing based on legitimate interests or for direct marketing.
  • Withdraw consent — Withdraw consent at any time where processing is based on consent.

To exercise any of these rights, please contact us at contact@jointhechain.org. We will respond to your request within 30 days.

9. Data Security

We implement appropriate technical and organisational measures to protect your personal data against unauthorised access, alteration, disclosure, or destruction. However, no method of transmission over the Internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

10. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated "Last updated" date. We encourage you to review this policy periodically.

11. Contact

For any questions about this Privacy Policy or our data practices, please contact us at contact@jointhechain.org.

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Terms of Service

Last updated: June 2026

1. Acceptance of Terms

By accessing the website jointhechain.org ("Website") or engaging the services of Join the Chain ("we," "us," or "our"), you agree to be bound by these Terms of Service ("Terms"). If you do not agree with any part of these Terms, you must not use our Website or services.

2. Nature of Services

Join the Chain provides advisory and educational services related to digital assets and the tokenization of real-world assets. Our services include, but are not limited to:

  • Education and training on digital asset concepts, security, and management
  • Advisory support for the acquisition and self-custody of digital assets
  • Guidance on the legal and technical aspects of asset tokenization
  • Coordination with third-party legal and technical partners

3. Important Limitations

Please read the following carefully:

  • Join the Chain is not a licensed financial institution, investment firm, or credit institution. We do not provide regulated investment advice, portfolio management, or custodial services.
  • Join the Chain does not hold, manage, or custody any digital assets or fiat currency on behalf of clients. All assets remain under the sole control of the client at all times.
  • Any information or guidance provided by Join the Chain is not investment advice and should not be construed as such. Clients should seek independent financial, legal, and tax advice before making any investment decisions.
  • Join the Chain is not responsible for the actions of third-party service providers, including but not limited to exchanges, wallet providers, legal counsel, or technical partners that we may introduce or coordinate with.

4. Client Responsibilities

By engaging our services, you acknowledge and agree that:

  • You are solely responsible for the security of your digital assets, including the safe storage of recovery phrases, private keys, and access credentials.
  • You will not share access credentials or recovery phrases with Join the Chain or any third party.
  • You understand the inherent risks of digital assets, including price volatility, technological risks, regulatory changes, and the potential for partial or total loss.
  • You will seek independent professional advice where appropriate.

5. Fees and Payment

Our fee structure will be communicated to you prior to the commencement of any engagement. Fees are due as agreed in the relevant engagement letter or service agreement. Join the Chain reserves the right to modify its fees for future engagements with reasonable notice.

6. Confidentiality

Join the Chain treats all client information as confidential. We will not disclose any information about our clients or their affairs to third parties without prior written consent, except as required by law or regulation. This obligation survives the termination of any engagement.

7. Limitation of Liability

To the maximum extent permitted by applicable law:

  • Join the Chain shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising from or related to the use of our services or Website.
  • Join the Chain's total liability for any claim arising from our services shall not exceed the total fees paid by you to us in the 12 months preceding the event giving rise to the claim.
  • We are not liable for any losses arising from the actions or failures of third-party service providers, market conditions, regulatory changes, or your own decisions or omissions.

8. Intellectual Property

All content on the Website, including text, graphics, logos, and design elements, is the property of Join the Chain or its licensors and is protected by intellectual property laws. You may not reproduce, distribute, or create derivative works from any content without our prior written consent.

9. Governing Law and Dispute Resolution

These Terms are governed by the laws of Portugal. Any disputes arising from these Terms or our services shall be resolved through good-faith negotiation. If negotiation fails, disputes shall be submitted to the competent courts of Lisbon, Portugal.

10. Amendments

Join the Chain reserves the right to modify these Terms at any time. Updated Terms will be posted on this page. Continued use of our Website or services after any changes constitutes acceptance of the revised Terms.

11. Contact

For questions about these Terms, please contact us at contact@jointhechain.org.

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Regulatory Disclosures

Last updated: June 2026

Important Notice

The following disclosures are provided for your protection and awareness. Please read them carefully before engaging our services. If anything is unclear, we encourage you to seek independent legal or financial advice.

1. Regulatory Status

Join the Chain is not regulated by any financial services authority, including but not limited to the Portuguese Securities Market Commission (CMVM), the European Securities and Markets Authority (ESMA), or any other national or supranational regulator.

Join the Chain does not hold any licence to carry out regulated activities such as:

  • Reception and transmission of orders in relation to financial instruments
  • Portfolio management
  • Investment advice (as defined under MiFID II or equivalent national legislation)
  • Custody or administration of financial instruments
  • Operation of a multilateral trading facility or organised trading facility

2. Not Investment Advice

Nothing on this Website or communicated by Join the Chain in any format (including meetings, emails, reports, or presentations) constitutes investment advice, a solicitation, or a recommendation to buy, sell, or hold any digital asset or token.

Any information provided is for educational and informational purposes only. You should not make any investment decision based solely on information provided by us. Always consult a qualified, regulated financial adviser before making investment decisions.

3. No Custody of Assets

Join the Chain does not at any time hold, control, manage, or have access to client digital assets, private keys, recovery phrases, or any other form of asset custody. All assets acquired with our guidance remain under the sole and exclusive control of the client.

We are not liable for any loss of assets resulting from the client's failure to secure their own credentials, recovery phrases, or devices.

4. Risk Warnings

Digital assets are high-risk investments. You should be aware of the following risks:

  • Price volatility: Digital asset prices can fluctuate dramatically and may lose substantial value in short periods.
  • Irreversibility: Transactions on distributed ledger networks are generally irreversible. Errors may result in permanent loss of funds.
  • Technological risk: Digital assets rely on technology that may contain vulnerabilities, bugs, or be subject to attacks.
  • Regulatory risk: The regulatory landscape for digital assets is evolving and may change in ways that affect the value, legality, or usability of your holdings.
  • Liquidity risk: Some digital assets may be difficult to sell at a desired price or at all.
  • Total loss: In extreme cases, it is possible to lose the entire value of your digital asset investment.

5. Tokenization-Specific Risks

Where Join the Chain provides advisory services related to tokenization, clients should be aware that:

  • The legal status of tokens varies by jurisdiction and may change over time.
  • Tokenized assets may be subject to securities laws, and compliance is the sole responsibility of the asset owner and their legal counsel.
  • Smart contracts may contain vulnerabilities that could result in loss of funds or unintended behaviour.
  • Secondary market liquidity for tokenized assets is not guaranteed.
  • Join the Chain coordinates with, but is not responsible for, the work of third-party legal and technical partners.

6. Jurisdictional Limitations

Services provided by Join the Chain may not be suitable or available in all jurisdictions. It is your responsibility to determine whether your use of our services complies with the laws and regulations applicable in your jurisdiction of residence or domicile.

7. No Fidelity or Compensation Schemes

As Join the Chain is not a regulated financial institution, client assets are not covered by any deposit guarantee scheme, investor compensation scheme, or fidelity fund. In the event of a dispute or loss, you may not have access to the same protections available to clients of regulated entities.

8. Contact

If you have questions about these disclosures, please contact us at contact@jointhechain.org.

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Cookie Policy

Last updated: June 2026

1. What Are Cookies?

Cookies are small text files that are placed on your device (computer, tablet, or mobile phone) when you visit a website. They are widely used to make websites work more efficiently and to provide information to the owners of the site.

2. How We Use Cookies

We use cookies on jointhechain.org for the following purposes:

TypePurposeDuration
EssentialRequired for basic website functionality (e.g., page navigation, form submissions). These cannot be disabled.Session
AnalyticsHelp us understand how visitors interact with our website so we can improve the experience.Up to 2 years
FunctionalRemember your preferences and settings to enhance your experience.Up to 1 year

3. Third-Party Cookies

Our website may include embedded content from third-party services, such as Calendly (for appointment scheduling). These services may set their own cookies when you interact with their embedded features. We do not control these cookies and recommend reviewing the cookie policies of the respective third parties:

4. Managing Your Cookie Preferences

You can control and manage cookies in several ways:

  • Browser settings: Most browsers allow you to refuse or accept cookies, delete existing cookies, and set preferences for certain websites. Consult your browser's help documentation for instructions.
  • Opt-out tools: You can opt out of analytics cookies through third-party opt-out mechanisms where applicable.

Please note that disabling certain cookies may affect the functionality of our website.

5. Changes to This Cookie Policy

We may update this Cookie Policy from time to time to reflect changes in technology, legislation, or our data practices. Any changes will be posted on this page with an updated date.

6. Contact

For questions about our use of cookies, please contact us at contact@jointhechain.org.