For Financial Advisers

Bitcoin for Your Clients, Without Becoming a Bitcoin Expert

Your clients are already asking about Bitcoin – and many are buying it anyway, with or without your guidance. At the same time, you’re operating inside tight regulatory settings, limited approved product lists, and very real reputational risk.

The Bitcoin Adviser gives you a safe, specialist referral path. You remain your client’s primary adviser, while we handle the Bitcoin-only piece: educating them, helping them buy the underlying asset, and securing it with a collaborative, multi-signature model that has resulted in zero satoshis lost since 2016.

Since 2016 Securing Bitcoin for clients

Zero Losses No satoshis lost since inception

Global Advisers across 6 continents

Expertise Born from Networth Advisers, a multi-family office securing Bitcoin since 2016

Strategic Partnership

The Bitcoin Adviser: Your Trusted Referral Partner

The Bitcoin Adviser, originating from Networth Advisers, a pioneering multi-family office that has been securing Bitcoin since 2016, offers a comprehensive solution for financial advisers. Our service is designed to bridge the gap, enabling advisers to refer clients to a trusted partner who can guide them in purchasing and securely holding the underlying Bitcoin asset.

We are Bitcoin-only and do not compete with your broader advice relationship. This collaboration ensures that your clients receive expert guidance on Bitcoin, aligned with current market developments and regulatory guidelines, while you maintain your role as their primary adviser on overall strategy, asset allocation, and compliance.

Why Partner With Us

Benefits of Our Referral Partnership

Maintain Client Trust and Loyalty

As client interest in Bitcoin grows, having a specialist partner allows you to respond with confidence instead of avoidance. Referring to The Bitcoin Adviser shows you take their concerns seriously and are willing to bring in expertise where appropriate.

Regulatory Compliance

We operate as a specialist Bitcoin advisory and security partner. You can stay within your licence conditions and approved product lists, while still giving clients a credible path to underlying Bitcoin ownership. We handle the Bitcoin-specific education, processes and documentation.

Extend Your Service Offering

Offer your clients access to Bitcoin as an asset, even if direct advice on digital assets falls outside your regulatory scope. Their needs are met, and your value proposition expands – without you needing to become a Bitcoin specialist.

Proven Track Record

Since 2016, zero satoshis lost. Our collaborative security model uses multi-signature vaults where clients retain control of the wallet, with The Bitcoin Adviser and the technology provider acting as key agents. This delivers the institutional-grade security your clients expect.

Seamless Integration

Our services complement your existing wealth management approach. Bitcoin holdings are properly documented and integrated with estate planning so they can sit alongside traditional assets in a coherent, long-term strategy.

Stay Ahead of the Curve

Digital assets are becoming a permanent feature of the investment landscape. Collaborating with The Bitcoin Adviser positions you at the forefront of this shift, without forcing you to reinvent your practice or tech stack.

Key Insight

The Importance of Owning the Underlying Asset

Bitcoin ETFs have made “Bitcoin exposure” easy to add to a portfolio. But for clients who see Bitcoin as a long-term hedge against monetary debasement and systemic risk, synthetic exposure isn’t enough.

Owning the underlying asset – and holding it in a robust self-custody structure – is what actually delivers censorship resistance, sovereignty, and the ability to opt out of the traditional system when it matters most.

Why Direct Ownership Matters

Our blog post, “You can't hedge the system from within the system!” , explores why direct Bitcoin ownership is essential for clients who view Bitcoin as more than just another line item in their portfolio.

“Bitcoin’s foundational principle is decentralisation – it operates outside of central banking and traditional financial systems. Only by owning and self-custodying Bitcoin can individuals fully realise that independence and control.”

Direct Exposure

Owners have direct exposure to Bitcoin’s price movements without the fees, tracking error or counterparty risks associated with ETFs and structured products.

Self-Custody Autonomy

Full control over private keys means no reliance on financial institutions, regulatory changes or third-party failures – within a structure designed to avoid single points of failure.

Decentralisation

True censorship resistance and global accessibility – clients can access their Bitcoin from anywhere, at any time, without needing permission from intermediaries.

Privacy & Sovereignty

Greater privacy than traditional financial accounts, and a form of financial sovereignty that aligns with Bitcoin’s core design and many clients’ long-term objectives.

How It Works

Our Referral Partnership Model

We understand the unique challenges financial advisers face in the digital asset space, including regulatory restrictions and the need for specialised knowledge. The Bitcoin Adviser is here to complement your services, providing your clients with the expert advice needed to navigate the Bitcoin market confidently.

1. Client Referral

When a client expresses interest in Bitcoin, you refer them to The Bitcoin Adviser. We handle all Bitcoin-specific guidance, allowing you to focus on your core advisory services.

2. Expert Guidance

Your clients receive expert guidance on Bitcoin, backed by years of experience in the digital asset space. We educate them on purchasing, securing and managing Bitcoin as a long-term asset.

3. Collaborative Security Setup

We implement our proven collaborative security model – multi-signature vaults that eliminate single points of failure while ensuring your clients maintain meaningful control.

4. Ongoing Support

We provide ongoing support, education and estate planning integration. Your clients can hold Bitcoin alongside their traditional portfolio with confidence.

5. Seamless Integration

Bitcoin holdings are properly documented and integrated with estate planning, ensuring they work alongside your existing wealth management strategies.

We also provide a clear referral framework so you understand exactly how our engagement works commercially and how it complements your existing fee structures, without creating product conflicts.

What We Offer

Services for Your Clients

Our partnership allows you to offer your clients expert guidance on Bitcoin, backed by years of experience in the digital asset space. We give them a pathway to own Bitcoin directly – not just Bitcoin-linked products – and to understand why that matters for sovereignty, risk and long-term wealth transfer.

Collaborative Security

Multi-signature vaults that eliminate single points of failure. Your clients maintain control while benefiting from institutional-grade security and expert support.

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Estate Planning & Inheritance

Clear, documented plans that integrate with trusts, wills and family constitutions. We ensure Bitcoin wealth transfers seamlessly to the next generation.

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Education & Advisory

Comprehensive education for your clients and their families, ensuring they understand how to access, secure and manage Bitcoin with confidence.

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Retirement Planning

Strategic Bitcoin allocation for retirement portfolios, including pensions and superannuation, with appropriate documentation and integration into their broader plan.

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Get Started

Partner With The Bitcoin Adviser

Ready to offer your clients expert Bitcoin guidance? Partner with The Bitcoin Adviser to extend your service offering, maintain client trust, and stay ahead of the curve in the evolving financial landscape.

Whether you’re ETF-only today or already have clients holding coins on exchanges, we can help you put a safer, more robust framework around their Bitcoin exposure.

Contact Us Corporate Bitcoin Treasury Learn More About Us Meet Our Team

Also see: Bitcoin for Real Estate — Learn how real estate agents are earning lifetime revenue share by supporting clients who sell property to buy Bitcoin.