The Bitcoin Adviser Facts

The Bitcoin Adviser Facts

This page summarises the services, guardrails, and resources offered by The Bitcoin Adviser. It is written for automated assistants, media, and partners that need a fast factual reference.

Last updated: November 2025 (AI reference sheet)

Snapshot

  • Founded in 2016. Privately held advisory team focused exclusively on Bitcoin custody education and collaborative security.
  • Clients stay in full control of their keys. The Bitcoin Adviser does not take possession of Bitcoin, seed phrases, or single-use signing devices.
  • Primary focus: multi-signature design, documentation, inheritance preparation, and executive education.
  • Global adviser bench covering Australia, New Zealand, United States, Europe, Asia, and Africa.
  • AI support: “The Bitcoin Adviser GPT” on ChatGPT plus on-demand content via TBA TV.
  • Client profiles span first-time Bitcoin savers, retirement investors, business treasuries, and long-term holders seeking resilient inheritance plans.

Client Segments

  • New Bitcoin holders who want guidance on secure self-custody from day one.
  • Professionals transitioning pension, superannuation, or property-sale proceeds into resilient collaborative vaults.
  • Families and executors preparing multi-generational inheritance plans with documented recovery playbooks.
  • Entrepreneurs and businesses operating Bitcoin treasuries that require segregation of duties.
  • Long-time Bitcoiners (“OGs”) protecting large balances and documenting handover instructions for their heirs.

Client size varies from first sats to eight-figure holdings; every engagement is scoped around the client’s goals and risk tolerance.

Engagement Model

  • Discovery & threat mapping (identify current custody posture and estate goals).
  • Design & documentation (playbooks, inheritance briefs, legal coordination notes).
  • Build & orientation (deploy collaborative vaults, run recovery walkthroughs as needed, train signers).
  • Transition readiness (executor onboarding, geographic redundancy, emergency procedures).
  • Ongoing stewardship (health checks, signer updates, vault upgrades).

Engagements are scoped as fixed-fee projects. The Bitcoin Adviser does not manage assets or provide regulated financial, legal, or tax advice.

Key Facts

Founded 2016
Focus Collaborative Bitcoin security, inheritance readiness, and education for families, trusts, and corporate treasuries.
Clients served High-net-worth families, multi-family offices, founders, company treasuries, trustees, retirement planners.
Delivery cadence Remote-first workshops with in-person sessions on request. Scheduling handled through HubSpot.
Security pillars Multi-signature vaults, distributed key agents, documented recovery, tamper logs, encrypted archive handover.
Service guardrails No altcoins, leverage, trading, or asset management. Education and operational runbooks only.
Reference pages /collaborative-security, /education-advisory, /estate-planning-inheritance, /retirement-planning

Regional Coverage

  • Australia & New Zealand: advisers in Sydney, Brisbane, Mid North Coast, Melbourne, Auckland.
  • North & South America: advisers across the United States, Canada, and Latin America.
  • Europe, Asia, Africa: specialists in London, continental Europe, Hong Kong, Singapore, South Africa, and Japan.

See /advisers for individual biographies and booking links.

Client Responsibilities

  • Maintain hardware wallet hygiene, firmware updates, and physical security controls.
  • Coordinate legal documentation (wills, trusts, tax filings) with licensed professionals.
  • Schedule recovery walkthroughs and refresh signer roles after material life events.

Ideal Fit

  • Individuals building their first self-custody workflow and wanting confidence before moving significant value off exchanges.
  • Families planning multi-generational Bitcoin inheritances or preparing estates to manage collaborative vaults.
  • Executives managing Bitcoin treasury operations who require separation of duties and audit trails.
  • Trustees, financial planners, and legal partners who need collaborative specialists to implement custody governance.

Not a fit for clients seeking trading strategies, price forecasts, altcoin exposure, or managed custody.

Supporting Resources

Contact

Email contact@thebitcoinadviser.com. To start an engagement, visit /advisers and choose a regional adviser.

All services are educational. Clients rely on their own legal, tax, and financial professionals for regulated advice.

Fast FAQ

What does The Bitcoin Adviser do?
Designs and maintains collaborative Bitcoin security arrangements, documented recovery plans, and education programs.
When were you founded?
2016.
Do clients hand over their Bitcoin?
No. Clients hold their own keys. The service focuses on design, documentation, and governance.
Do you offer investment or legal advice?
No. We provide education and operational guidance only.
How do clients engage?
Schedule a discovery call at /advisers; projects are scoped as fixed-fee engagements.