Your Long-Term bitcoin Governance Partnership
We're not a bitcoin service provider. We're your long-term governance partner: the team that thinks in decades, not quarters; in generations, not cycles.
This page explains how our partnership evolves with you over time. From initial discovery through estate transition, we're building something that survives your absence, your heirs' transition, and generational wealth transfer.
The Client Lifecycle
Our partnership unfolds in phases, each building on the previous to create governance that stands the test of time.
Phase 1 · Discovery & Fit
We begin with honest dialogue about fit, values, and long-term goals. This isn't transactional. We're assessing whether we're the right governance partner for your family's bitcoin legacy. We want clients who think generationally, not cyclically.
Phase 2 · Foundation Building
Your vault setup isn't just technical implementation. It's architectural. We're building the security foundation, governance framework, and documentation systems that will serve your family for decades. Every decision is made with generational continuity in mind.
Phase 3 · Active Partnership
You're now an active client with ongoing support. But this phase is about more than transactions. It's about refining your governance, updating protocols as your family evolves, and maintaining security as technology and threats change. We're in this for the long term.
Phase 4 · Estate Integration
Your Estate Plan Protocol becomes the bridge between your stewardship and your heirs' transition. We document everything, orient family members when you're ready, and ensure the system works without you. This phase can last years, building confidence incrementally.
Phase 5 · Legacy Continuity
When transition happens (whether planned or unexpected), your governance framework activates. Your heirs have clear protocols, documented processes, and professional support. We've thought through scenarios, tested assumptions, and built for survivability. This is what generational wealth governance looks like.
Phase 6 · Multi-Generational Stewardship
Your partnership extends beyond a single generation. As heirs assume stewardship, we adapt governance to their needs while maintaining the security principles you established. bitcoin governance isn't a one-time project. It's a continuous partnership.
Discovery & Fit
The foundation of our partnership begins with mutual understanding. We're not looking for every bitcoin holder. We're looking for families who align with our governance philosophy.
What We're Looking For
Our ideal clients share these characteristics:
- Generational thinking: You're building wealth for decades, not cycles
- Governance maturity: You understand that security requires structure
- Family continuity: You're planning for heirs, not just yourself
- Partnership mindset: You want a long-term relationship, not a transaction
What This Phase Looks Like
During discovery, we explore:
- Your bitcoin holdings and security concerns
- Your family structure and estate planning goals
- Your risk tolerance and governance preferences
- Whether our collaborative security model fits your needs
This phase can take days, weeks, or months. There's no rush. Fit is more important than speed.
Setup & Foundation
Your vault setup is the technical expression of your governance framework. We're not just configuring software. We're building the infrastructure that will support your family for generations.
Security Architecture
Every vault is designed with these principles:
- 2-of-3 multisig: No single point of failure
- Professional oversight: Governance controls that survive absence
- Documented protocols: Everything is written, tested, and accessible
- Redundant systems: Multiple signers, multiple locations, multiple backups
Governance Framework
From day one, we establish:
- Clear roles and responsibilities
- Transaction approval processes
- Contingency protocols for incapacity
- Estate transition procedures
This framework evolves with your family, but the foundation remains constant.
Active Partnership
Once your vault is operational, our partnership enters its active phase. This is where governance matures and adapts to your family's evolving needs.
Ongoing Support
Your adviser remains your primary contact for:
- Transferring bitcoin from exchanges to your vault
- Making withdrawals when you need access
- Understanding transaction mechanics
- Updating vault configurations
- Managing estate plan protocols
Quarterly Governance Reviews
Every 90 days, we review:
- Vault health and security posture
- Estate plan protocol currency
- Family situation changes
- Technology and threat landscape updates
- Governance framework refinements
These reviews ensure your governance stays aligned with your goals and circumstances.
The active partnership phase can last years or decades. We're building for the long term.
Estate Planning Integration
Your Estate Plan Protocol isn't an add-on. It's integral to your governance framework. This phase begins early and evolves continuously.
Protocol Development
Together, we document:
- Contact information for all key parties
- Step-by-step access procedures
- Contingency plans for incapacity
- Executor and beneficiary roles
- Storage and security protocols
Family Orientation
When you're ready, we help orient:
- Spouses and partners
- Adult children and heirs
- Executors and trustees
- Other trusted family members
Orientation happens on your timeline. We provide walkthroughs, answer questions, and build confidence incrementally. No pressure, no rush.
See our Estate Planning page for detailed information about how we integrate inheritance continuity into your governance framework.
Legacy & Transition
When the time comes (whether planned or unexpected), your governance framework activates. This is what we've been building toward.
Planned Transition
For planned transitions (retirement, incapacity, etc.):
- We work with you and your family to execute protocols
- Heirs have access to documented procedures
- We provide ongoing support during transition
- Governance adapts to new family structure
Unexpected Transition
If transition is unexpected (death, sudden incapacity):
- Executors activate the Estate Plan Protocol
- We provide immediate support and guidance
- Documented procedures reduce confusion
- Security remains intact throughout transition
This is why we emphasize documentation and testing. When it matters most, everything needs to work.
Multi-Generational Stewardship
Your partnership doesn't end with a single generation. As heirs assume stewardship, we adapt governance while maintaining the security principles you established.
Heir Onboarding
When heirs take stewardship:
- We orient them to the governance framework
- We update protocols to reflect their preferences
- We maintain continuity with existing security
- We adapt support to their needs
Continuity Principles
Throughout multi-generational stewardship:
- Security fundamentals remain constant
- Governance adapts to new family dynamics
- Documentation evolves but stays current
- Professional support continues seamlessly
We're building bitcoin governance that survives generational transitions.
This is the essence of generational wealth governance: systems that work across decades, adapt to change, and maintain security through transition. See our Generational Bitcoin Playbook for deeper exploration of multi-generational bitcoin stewardship.
This Is Governance, Not Service
We're not providing a service. We're establishing governance. There's a fundamental difference:
Service Providers
- Transaction-focused
- Short-term relationships
- Reactive support
- One-size-fits-all
Governance Partners
- Framework-focused
- Multi-decade relationships
- Proactive governance
- Customized for your family
If you're looking for a long-term governance partner for your family's bitcoin legacy, let's start the conversation.