A practice built with privacy at its core.
Bitcoin is a privacy-sensitive asset, and the advice around it is just as revealing. Your email, calendar, and documents run on Proton, not Google. Where planning calls for specialist software, every tool is vetted before it touches your file and given only the data the work actually demands. We can tell you exactly which system holds what, and your details never reach a public AI tool.
See the path, from first conversation through every year that follows.
A clear path from first conversation to multigenerational stewardship.
Introductory Meeting
- Ask initial questions and listen
- Identify goals and time horizons
- Gather financial information
"Deeper Dive" Meeting
- Present initial findings and scenarios
- Outline the advisory relationship
- Align on fees, scope, and cadence
Client Onboarding
- Implement recommendations
- Collect documents and signatures
- Transfer accounts and custody
Annual Service Calendar
Everything we do for you, organized by season and repeated every year.
| Category | WinterDecember – February | SpringMarch – May | SummerJune – August | FallSeptember – November |
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| Financial |
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| Technical |
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- Quarterly newsletter
- Performance reporting
- Emergency planning support
- Secure client portal and documents
- Concierge coordination
- White-glove implementation
- Tax document hub
- Retirement transitions
- Business exit and succession
- Self-custody migration
- Windfall and liquidity events
- Estate and trust planning
- Philanthropic giving
- Generational transfer
Technical services are delivered with our security partner. *Tax preparation is provided through a licensed partner.
This calendar is a hypothetical example of a typical client year. Actual services, cadence, and priorities are determined per client relationship and evolve with your needs.