Schedule With Peter
Use this session to align your family, trustees, or partners before we build collaborative security. Review the Generational Bitcoin Playbook and note key priorities so we can dive straight into action.
Book with Peter Dunworth
Review the Generational Bitcoin Playbook, outline stakeholders, and note your current custody setup. Peter will use that context to make your session actionable.
Prefer email? Reach out at peter@thebitcoinadviser.com.
See If You’re Peter’s Kind of Client
You expect Bitcoin to survive you—and you want heirs, trustees, and collaborators prepared to steward it. If these profiles sound familiar, Peter is set up to help.
Generational Stewards
You oversee trusts, guardians, and heirs. We codify collaborative security so successors know exactly how to act, even decades from now.
Governance & Readiness
You’re accountable for executing a will or family charter. We document vault roles and run optional walkthroughs so every signer becomes confident without unnecessary sessions.
Business & Treasury Events
You manage balance sheets, liquidity events, or cash flow. We stitch Bitcoin into treasury policy so growth never jeopardises custody.
Generational Bitcoin Playbook
You’ll use this playbook to brief family members, advisors, and trustees before the working session. It distils Peter’s framework for turning conviction into documented collaborative security.
- Why now. You grasp the macro case for pristine collateral and how it reshapes family wealth strategies.
- How custody works. You see exactly how collaborative vaults are architected, governed, and maintained.
- What to document. You map the steps that keep heirs, trustees, and operators coordinated under pressure.
- Who to involve. You outline the advisors, beneficiaries, and contingencies required to keep Bitcoin in trusted hands.
How You’ll Move Through The Work
You get a production-style playbook refined through collaborative security deployments worldwide—so every step is clear before we begin.
Your Bitcoin Adviser concierge issues the Theya wallet invite and outlines prep materials. Watch for no-reply@theya.us so we can begin intake.
Gather Trezor or approved hardware signers and decide who will hold each key. If you’re adding the optional Theya software key, confirm the iPhone that will host it.
Meet with Peter to build the collaborative vault in Theya, formalise signer roles, and capture governance requirements for trustees, executors, or operators.
Execute wires or trades, then sweep into the Theya wallet vault immediately. Peter stays beside you to verify every transaction and escalation path.
Codify your Estate Plan Protocol—inheritance instructions, contingency plans, and documentation stored alongside wills, trusts, and corporate records. Executors receive the completion guide privately so they can prepare alongside the document.
Invite heirs and fiduciaries for optional walkthroughs whenever life events unfold. Add or rotate signers as needed without committing to recurring drills.
Client Results & Social Proof
“Peter rebuilt our family governance so Bitcoin isn’t an orphaned asset. Trustees know their steps, heirs know the recovery drill, and the vault is rehearsed every year.”
“His estate playbook let us brief counsel, CPAs, and beneficiaries in one sitting. The transition from single-sig to collaborative security felt effortless.”
“After selling our company we needed to move eight figures quickly. Peter coordinated counterparties, treasury policy, and Theya setup in weeks—not months.”
Insights From Peter
Catch up on the conversations you can share with partners and friends—quick hits on Bitcoin, custody, and creative wealth strategies.
TBA TV Feature · Valuing Bitcoin
Peter breaks down how collaborative security unlocks multi-generational planning in this TBA TV episode. Share it with partners or family members who need the wider “why now” context.
Follow Peter on X
Peter posts the frameworks, estate prompts, and collaborative security takeaways he uses with family offices. It’s the fastest way to keep up with his thinking between sessions.
Follow @PeterBTCAdviserFeatured Resources
Share these links with stakeholders before your session so everyone arrives aligned.
The Bitcoin Adviser · How We Help
Discover the collaborative security framework we use to keep your family or business in command at every step.
Collaborative Security Primer
Understand the trade-offs between self-custody, exchange risk, and multi-party vaults—and why we standardise on the latter.
Estate Planning & Inheritance
Walk through the inheritance protocols Peter uses to keep wills, trusts, and collaborative vaults in sync.
Bring The Bitcoin Adviser To Your Audience
Invite Peter to your screening, workshop, or executive roundtable. You’ll give people a clear path toward collaborative security without feeling like they’re being sold to.
Private Workshops
Custom sessions for founders, board members, or family offices covering threat models, inheritance planning, and operational readiness.
Collaborative Security Deep Dive
Learn how we design multi-signer vaults with partners like Casa or Unchained—or bespoke stacks when you need full control.
Concierge Intake
Unsure where to start? Our concierge matches you with the adviser best suited to your goals and jurisdiction.
Common Questions
How do I involve my legal or tax team?
Invite them to the discovery call or follow-up workshops. Peter regularly coordinates with attorneys, CPAs, and trustees to align custody with regulation and estate plans.
What if I’m new to Bitcoin self-custody?
No problem. We’ll start with education, device deployment, and guided walkthroughs. The goal is confidence, not complexity.
Can Peter work with my existing multisig provider?
Yes. We support Casa, Unchained, collaborative vaults, and fully bespoke setups. Expect recommendations based on your region, value at risk, and operational capacity.
Do you offer ongoing support?
We provide recurring reviews, emergency drills, and upgrades as hardware, software, or family structures change. You’re not left to maintain the system alone.