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For Family Offices

Your options desk. Without the headcount.

You're running a $100M+ portfolio and your derivatives coverage is either your prime broker's sales desk or nobody. The broker wants to sell you products. You need someone who can break down what you're actually buying.

Verio Labs gives you the trade analysis, risk oversight, and hedging expertise of a dedicated options professional. On demand. No full-time hire, no bank conflicts.

The gap

What your current providers miss.

Your prime broker provides execution and margin. Your RIA provides allocation and financial planning. Neither one sits down with a trade your bank pitched and tells you what you're actually short, what the embedded fees are, or whether a simpler structure gets you to the same place. That's the gap. It's the work a trading desk does for its best institutional clients, and it doesn't exist in the family office ecosystem unless you build it in-house.

How we help

What we do for family offices.

Scoped to your needs, delivered as auditable artifacts.

Tail hedge program design

Systematic downside protection with defined budget rules, monetization triggers, and governance. Backtested across market regimes, not just the last cycle. Implementation specs you can hand to any executing broker.

Trade structure analysis

Before you commit capital to any options trade or structured product, get a desk-style memo: what you're actually long and short, what it costs, what the alternatives are, and whether it fits your portfolio.

Advisory retainer

Your options desk on call. Trade reviews within 48 hours, monthly risk snapshots, program drift checks, and decision review calls before major moves. Ongoing access without a full-time hire.

Recent work

What this looks like in practice.

Anonymized example from an actual engagement.

Tail Hedging

Systematic tail hedge program design

For a family office managing a concentrated equity portfolio, we designed a systematic tail hedge program with defined budget rules and monetization triggers.

Deliverables
  • 4 strategy variants backtested across market regimes
  • Implementation specs and governance playbook
  • Monitoring framework with drift alerts
Timeline:10 business days

Need an options desk without the headcount? Let's scope what that looks like for your portfolio.

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