Should you book a call with The Bitcoin Adviser?
This page is designed to help you decide whether a conversation with us is worthwhile. We are a strong fit for people who want direct Bitcoin ownership, collaborative security, estate readiness, and ongoing responsibility as part of how they hold Bitcoin. We are not a fit for people looking for price predictions, investment advice, guaranteed returns, or a fully outsourced custody experience where you never need to understand the system.
Our best clients want help, but not hand-holding forever. They want to understand the model well enough to make informed decisions, while using us as a collaborative security partner for implementation, documentation, and drills.
Quick read
- If you want a filter, not a pitch, you are in the right place.
- If you want picks, promises, or someone else to own custody for you, you will be happier elsewhere.
- If you are ready to implement collaborative security with your eyes open, read on, then choose a next step.
Situations where we may not align
Understand the 1% fee
A 1% annual fee equals 0.01 BTC on a 1 BTC balance. Set that against the 100% loss families face after fire, theft, or misplaced credentials. If that still feels steep, we may take different approaches to risk.
- You prefer exchange custody because "they are insured."
- You want a completely hands off experience with no involvement.
- You are searching for speculative shortcuts rather than long term resilience.
- You are unwilling to learn the basics of collaborative security.
That is alright. We publish free resources, including the Bitcoin risk assessment, so you can review your posture even if we never partner together.
Track record
Since 2016
Guidance and collaborative security across multiple market cycles.
Global client base
600+ families, individuals, and entities supported to date.
Zero satoshis lost
No loss events in our collaborative security program.
Transparent 1% fee
Annual model aligned to structure, oversight, and continuity, not trading picks.
Reference facts about how we operate, not guarantees about your outcomes.
Where a discovery call often starts
Moving Bitcoin off exchanges
You want a defensible move from exchange balances to collaborative multisig, with clear records and roles.
SMSF / retirement custody
You hold or plan to hold Bitcoin inside a retirement structure and need implementation that is documented and audit-aware.
Estate planning and inheritance
You want heirs and executors to have a credible path to continuity, not a scavenger hunt after a bearer asset.
Family office / entity custody
You are aligning governance, signers, and documentation for an entity or family office stack, not a single phone wallet.
Existing self-custody review
You already self-custody and want a structured review of blind spots, recovery, and whether your setup matches how you actually behave.
What you receive for 1%
Fees accrue monthly and are only charged once they reach 100,000 sats. Details and the calculator live on the pricing page.
- Collaborative 2-of-3 multisig design tailored to your family.
- Estate documentation, beneficiary onboarding, and optional orientation sessions.
- Regular security audits, hardware rotation planning, and emergency workflows.
- Direct access to senior advisers instead of call centre escalation.
What our clients share
"They have never lost a single sat. That gave our family the confidence to move everything off exchanges."
Jordan • Canada
"I finally sleep well because the process is documented and practiced. Everyone knows what to do."
Kevin • Ireland
"We serve high net worth clients and rely on The Bitcoin Adviser to support inheritance conversations with us."
Nicholas • Australia
If this sounds like you, book a discovery call.
Use the risk assessment if you want a structured check first. No obligation: either next step should leave you clearer on whether we are a match.
Discovery calls are about 30 minutes: your scenario, timelines, and who needs to be in the loop.