Is The Bitcoin Adviser A Good Fit? | The Bitcoin Adviser
Program Overview

Is The Bitcoin Adviser A Good Fit For You?

We work with households that treat Bitcoin as a generational asset—and with individuals taking their first steps off exchanges. Our role is to remove single points of failure, document inheritance paths, and train every stakeholder until everyone is confident. This page shows when collaborative security makes sense and when another path may serve you better.

Quick Read

  • We protect long term Bitcoin holdings—from first hardware wallet setups to multi-family offices—with collaborative custody and estate ready documentation.
  • Referral partners and advisers know we only work with clients who value education and accountability.
  • If you prefer to “set and forget,” or expect a custodian to guarantee recovery, we may not be the right partner.
Proof Points

Why Clients Choose Us

Since 2016
Years Securing Bitcoin
500+
Families, Individuals & Entities Supported
0
Sats Lost Under Our Stewardship
1%
Transparent Annual Fee
You Might Be A Fit If

Signals That Collaborative Security Will Help

You’re Moving Off Exchanges

You want guidance transitioning savings, property-sale proceeds, or pension rollovers into secure collaborative custody.

  • You’re ready to retire exchange reliance and self-custody responsibly.
  • You want support selecting hardware, vault structure, and record keeping.
  • You prefer a guided handover so family or partners can follow along.

You Plan For Inheritance

You want every beneficiary to access Bitcoin without guessing passwords or tearing apart hardware wallets.

  • You expect clear documentation and controlled walkthroughs.
  • You understand bearer assets need bespoke estate planning.
  • You want loved ones guided, not left to decode your system.

You Acknowledge Self Custody Risk

You recognise that fire, theft, forgotten passphrases, or solo mistakes can wipe out a lifetime of savings.

  • You want to remove single points of failure.
  • You value collaborative controls that keep you in charge.
  • You prefer documented processes to ad hoc fixes.

You Value Education And Transparency

You want to understand each safeguard, not just trust a black box. Honest dialogue matters more than marketing.

  • You ask detailed questions and expect direct answers.
  • You share resources with family or advisers to build shared knowledge.
  • You appreciate ongoing training, not one time setup.

You Want Calm, On Demand Support

You prefer a trusted team you can contact without feeling rushed. You want peace of mind without surrendering control.

  • You like knowing a specialist is available for review calls.
  • You expect timely help when life events require adjustments.
  • You invest in systems that let you sleep without second guessing security.
When To Reconsider

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 every Bitcoiner can review their posture even if we never partner together.

Fee Structure

What You Receive For 1%

Fees accrue monthly and are only charged once they reach 100,000 sats. Clients with smaller holdings often invest time rather than fees, while gaining the same security oversight.

  • 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.
Client Voices

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

View more testimonials

Next Steps

Ready For A Calm Conversation?

If this sounds like the support structure you have been seeking, set up a discovery call or run the risk assessment to benchmark your current setup. There is no obligation—just clarity on whether collaborative custody fits your goals.

Book A Discovery Call Take The Risk Assessment

Expect a 30 minute discussion focused on your scenario, timelines, and the decision makers involved.