Bitcoin advisory services
Focused guidance for buying, securing, and planning for Bitcoin ownership. Start with one core service or request a custom advisory project.
Book a Free Discovery CallBuy/Sell Advisory
For clients who want help choosing where to buy Bitcoin, securing their exchange account, making their first purchases, and planning safe withdrawals.
Best for
- First-time serious Bitcoin buyers
- HNW clients making larger purchases
- Exchange users who want better account security
- Clients preparing to move BTC into cold storage
Custody Advisory
For clients who want to move beyond exchange-only storage and create a safer long-term custody setup.
Best for
- Clients holding meaningful BTC on an exchange
- Clients setting up a hardware wallet
- Families considering multisig or collaborative custody
- Clients who want a recovery plan before moving larger amounts
Bitcoin Inheritance Planning
For clients who want loved ones, heirs, or trusted advisors to know what to do if something happens — without exposing keys or creating unnecessary risk.
Best for
- HNW individuals and families
- Couples where one person manages the Bitcoin
- Clients with meaningful BTC in self-custody
- Anyone concerned about loss, confusion, or family access
Custom Advisory Projects
For clients with more specialized needs that do not fit neatly into a standard package.
Example projects
- Mining equipment acquisition
- Exchange or OTC provider comparison
- Custody vendor selection
- Business Bitcoin workflows
- Family office education & staff training
Ongoing advisory retainers
Some clients prefer ongoing access after the initial project. Retainers are available for periodic check-ins, vendor coordination, custody reviews, or continued education.
Advisory Lite
Occasional questions, quarterly check-ins, and light support.
Advisory Core
Monthly support, vendor coordination, and ongoing Bitcoin planning.
Advisory Scale
More active support, recurring calls, and broader implementation help.
Not sure which service fits?
That’s what the discovery call is for. We’ll talk through your situation, identify the safest next step, and recommend the right path.