Professional Desk
You know your client. We know Bitcoin security. Together, we can serve them better.
You don't need to become a Bitcoin expert to remain the expert your client already trusts.
The questions your clients ask
- How do I keep my Bitcoin safe without handing it to someone else?
- Will my family be able to inherit it?
- What records will my accountant or auditor need?
- Who can move it, and who approves?
Your profession, your client's questions
- Family officesGovernance, controls and continuity across people, entities and generations.
- Law firmsEstate planning, authority, succession and recovery.
- AccountantsValuations, records, and SMSF reporting and audit evidence.
- Financial advisersDirect ownership, advice boundaries and client planning.
- Mortgage brokersResponding with confidence when a client mentions Bitcoin.
- Real-estate agentsBitcoin-related property enquiries and the settlement handoff.
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 the client can initiate a transaction. 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.
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.
- Estate Plan ProtocolInheritance documentation without keys in legal documents.
- Scope, risks and important informationWhat TBA does and does not do.
Professional Desk
Talk to the desk
Tell us what you are working on, and we will talk it through with you.
Scope, risks and important information