Professional Desk · Mortgage brokers
When a client's Bitcoin comes up, you have someone to call
You don't need to become a Bitcoin expert to remain the expert your client already trusts.
What clients mention
- My Bitcoin is on an exchange. Is that a problem?
- What happens to it if I die?
A partner in the room, not a replacement
You know your client. We know Bitcoin security.
When Bitcoin comes up, bring us into the room. You keep the relationship and your advice. We look after the Bitcoin security: how it is held, who can sign, and how it passes on.
Tell us about your next Bitcoin-related client enquiry, and we will talk it through with you.
Peter Dunworth, Partner. Estate planning and generational wealth transfer. Guiding families since 2016.
Who controls the Bitcoin
- Only you can initiate a transaction through your secure vault account. Neither The Bitcoin Adviser nor the platform provider can initiate transactions through the normal platform workflow. Two of the three keys must approve it before Bitcoin can move.
- TBA is a co-signer within the client's structure, not a custodian. No single party, TBA included, can move Bitcoin alone.
- Recovery and succession follow the wallet configuration and the procedures the client has authorised.
The people you work with
Advisers who work with professionals and their clients.
- Peter Dunworth. Estate planning and generational wealth transfer. Guiding families since 2016.
- Dalia Platt. Bilingual bitcoin security and inheritance for families and their advisers across the Americas.
What They Actually Need Help With
Bitcoin is a bearer asset: operational mistakes can be irreversible. As holdings grow, clients often want a professional layer that reduces single points of failure and helps keep the asset transferable across generations.
Collaborative Security
Multi-signature (multisig) governance in a client-controlled 2-of-3, designed to remove single points of failure and reduce the risk of loss, theft, or unilateral control.
Inheritance Readiness
Documented protocols and education so executors, trustees, and beneficiaries can recover Bitcoin without guesswork.
Ongoing Support
Operational guidance for large transactions, security hygiene, and incident handling, without the client needing to become a security engineer.
Ideal Client Signals
These are common indicators a client may benefit from collaborative security and inheritance readiness.
Security risk signals
- Coins on an exchange “for convenience”.
- Single hardware wallet / single seed phrase controlling everything.
- Fear of theft, phishing, or SIM swap events.
- Unclear backups, fragmented notes, or “I’ll remember it”.
Inheritance risk signals
- “My spouse wouldn’t know what to do.”
- No documented executor/trustee workflow.
- Family office / trust / company structure but no Bitcoin operating procedure.
- Cross-border family complexity or multiple decision-makers.
Practical help
Print a one-page collaboration note from the explorer for your file. It records each party's role for the situation you chose.
- Collaborative securityHow the 2-of-3 vault works.
- Scope, risks and important informationWhat TBA does and does not do.
Professional Desk
Talk to the desk
Tell us what your client mentioned, and we will talk it through with you.
Scope, risks and important information