What Bitcoin Did · WBD1036
· 65 min
Generational Bitcoin · Collaborative Treasury · Estate Strategy
You steward family capital across decades. Peter has been guiding families, trustees, and multi-family offices since 2016 to move from conviction to documented collaborative security, so your heirs and partners stay in control when it matters.
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.
Review the Generational Bitcoin Playbook, outline stakeholders, and note your current custody setup. Peter will use that context to make your session actionable.
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.
Family Principals
You oversee trusts, guardians, and heirs. We codify collaborative security so successors know exactly how to act, even decades from now.
Trustees & Executors
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.
Operators & Treasurers
You manage balance sheets, liquidity events, or cash flow. We stitch Bitcoin into treasury policy so growth never jeopardises custody.

Strategy · Custody · Governance Author · Peter Dunworth
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.
You get a production-style playbook refined through collaborative security deployments worldwide, so every step is clear before we begin.
Step 1 · Invite
Your Bitcoin Adviser concierge issues the Theya wallet invite and outlines prep materials. Watch for no-reply@theya.us so we can begin intake.
Step 2 · Keys Ready
Gather Trezor or approved hardware signers if that is your client key, or confirm the iPhone that will host your iPhone mobile key. Most TBA vaults use an iPhone mobile key as the client signing key.
Step 3 · Adviser Session
Meet with Peter to build the collaborative vault in Theya, formalise signer roles, and capture governance requirements for trustees, executors, or operators.
Step 4 · Fund Transfer
Execute wires or trades, then sweep into the Theya wallet vault immediately. Peter stays beside you to verify every transaction and escalation path.
Step 5 · Estate Plan Protocol
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.
Step 6 · Family Orientation
Invite heirs and fiduciaries for optional walkthroughs whenever life events unfold. Add or rotate signers as needed without committing to recurring drills.
Catch up on the conversations you can share with partners and friends, quick hits on Bitcoin, custody, and creative wealth strategies. Brand Assets & Messaging.
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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.
Share these links with stakeholders before your session so everyone arrives aligned.
Discover the collaborative security framework we use to keep your family or business in command at every step.
Understand the trade-offs between self-custody, exchange risk, and multi-party vaults, and why we standardise on the latter.
Walk through the inheritance protocols Peter uses to keep wills, trusts, and collaborative vaults in sync.
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.
Custom sessions for founders, board members, or family offices covering threat models, inheritance planning, and operational readiness.
Unsure where to start? Our concierge matches you with the adviser best suited to your goals and jurisdiction.
Peter's published works and research contributions to Bitcoin custody, estate planning, and generational wealth transfer.
A comprehensive guide to turning Bitcoin conviction into documented, inheritable wealth. The playbook covers collaborative security, governance frameworks, and estate planning protocols.
Peter regularly appears on leading Bitcoin podcasts and speaks at family office and wealth management conferences.
Regular guest on What Bitcoin Did and other leading Bitcoin podcasts, discussing collaborative security, estate planning, and generational wealth transfer.
Speaker at family office and wealth management conferences, sharing frameworks for Bitcoin custody and estate planning in institutional contexts.
Invite them to the Security Review or follow-up workshops. Peter regularly coordinates with attorneys, CPAs, and trustees to align custody with regulation and estate plans.
No problem. We’ll start with education, device deployment, and guided walkthroughs. The goal is confidence, not complexity.
We provide recurring reviews, emergency drills, and upgrades as hardware, software, or family structures change. You’re not left to maintain the system alone.