For Bitcoin families
For Bitcoin Families
You already made the decision most people are still debating. What you need now is an adviser who shares the conviction and brings the discipline: someone who can manage the whole balance sheet, design custody that survives you, and work with your attorney and CPA so the plan holds. That is the work.
Schedule a ConversationWhy we do this work
Sound money for wealth that lasts.
Bitcoin is the first money with a fixed supply that no one can change. For wealth meant to last more than one generation, that matters more than anything else in the portfolio.
The work
What we help with
Custody and inheritance
Choosing between multisig, collaborative custody, and trust company arrangements, then building a written successor access plan and rehearsing it with the people who will need it. Single-signature setups are not recommended for significant holdings.
Learn moreBitcoin portfolio management
Managed Bitcoin strategies held at Charles Schwab, including downside-risk-managed strategies for clients who want a defined drawdown policy on part of a position. Optional, never a condition of working with us.
Learn moreThe rest of your portfolio
Stocks, bonds, and cash managed with your Bitcoin as the anchor, not as an afterthought.
Learn moreBuying Bitcoin the right way
For families adding to a position: purchases through OTC desks, prime brokers, or trust companies with competing quotes, delivered straight into the custody plan. Never a retail exchange.
Learn moreInsurance and wealth planning
Protection and planning for families whose largest asset may be Bitcoin.
Learn moreEstate and trust work
Working with your estate attorney and CPA so Bitcoin is titled, held in trust, and administered correctly.
Learn moreYour existing team
Your attorney and CPA remain your advisers.
If you already have an attorney and CPA, we work alongside them. If you need professionals who understand Bitcoin, we can introduce you.
Who we work with
Families with $5 million or more in investable assets, including Bitcoin.
Three commitments
- We never hold, see, or store your keys, seed phrases, or recovery material.
- We never route clients through retail exchanges. Purchases go through OTC desks, prime brokers, or trust companies.
- Every plan is built so your heirs can reach your Bitcoin without you, and without guessing.
Our investment advice is Bitcoin-led. Estate work covers any digital asset that shows up in the estate.
Schedule a Conversation