Professional Desk · Real-estate agents
When a property sale and Bitcoin meet
You don't need to become a Bitcoin expert to remain the expert your client already trusts.
What clients mention
- I'm selling a property and hold Bitcoin. How should I hold it safely?
- Who should hold the keys?
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.
The settlement handoff
- You run the sale and the settlement, as you always do.
- With the client's permission, you bring TBA in.
- TBA works with the client on how their Bitcoin is held, who holds the keys, and how it passes on.
- The client initiates every Bitcoin transaction. Two of the three keys must approve it.
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