Referred by 21st Financial
21st Financial handles Bitcoin allocation, portfolio strategy, and investment guidance. The Bitcoin Adviser handles collaborative custody, inheritance planning, and recovery planning. If 21st Financial referred you, this page is your direct path to becoming a TBA client.
Start Your TBA Client Onboarding
If 21st Financial referred you, this is where you begin the process of becoming a TBA client. Complete the form below and our team will contact you to discuss the right collaborative custody and inheritance setup for your situation, aligned with the broader plan you are building with 21st Financial.
What to Expect
- Brief introductory call
- Review of your custody and inheritance needs
- Guidance on the right collaborative security structure
- Clear next steps for onboarding
Why Clients Choose This
- Removes single points of failure
- Keeps you as a key holder
- Adds recovery and inheritance planning
- Gives you specialist support for meaningful holdings
Become a TBA Client
Complete the form below to begin. Because you were referred by 21st Financial, we already understand the context of your enquiry and can move straight into the onboarding conversation.
Since 2016 · Zero satoshis lost · 2-of-3 collaborative multisig · Recovery planning · Inheritance protocols
Why 21st Financial refers clients to TBA
21st Financial is your adviser for Bitcoin allocation and strategy. The Bitcoin Adviser is your custody and inheritance partner. We work together so clients can implement secure custody architecture—2-of-3 collaborative multisig, recovery planning, and documented inheritance protocols—integrated with your broader financial plan.
What TBA helps solve
Self-custody is a useful starting point, but for meaningful holdings it often leaves too much resting on one person, one device, or one seed phrase. Collaborative security reduces single points of failure, inheritance risk, incident response gaps, and human error—while keeping you in control. Learn more about collaborative security →
This is still self-custody
You remain a key holder. No single party—not you, not The Bitcoin Adviser, and not the technology partner—can move funds alone.
Who 21st Financial refers
Clients adding Bitcoin to a broader financial plan
You want Bitcoin custody and inheritance planning handled properly, in a way that fits alongside the investment strategy built with your adviser.
Meaningful Bitcoin holders
You have reached the point where one device, one seed phrase, or one person managing everything alone no longer feels robust enough.
Families thinking about inheritance
You want your spouse, children, or other beneficiaries to have a documented and workable path if something happens to you.
Clients who value specialist support
You want to remain a key holder while reducing operational risk through collaborative security, recovery planning, and a more resilient long-term setup.