Scope, Risks & Important Disclosures
We provide technical education, setup support, and governance documentation for self-custodied Bitcoin. This is not custody, investment advice, or a guarantee against loss. Bitcoin is high-risk—including the possibility of total loss. Consult your own legal, tax, and financial professionals before acting.
Quick summary
- Technical education and collaborative security design only—not financial, investment, tax, or legal advice
- We do not custody Bitcoin, hold unilateral keys, or manage investments
- Bitcoin carries high risks including volatility, total loss, key compromise, and regulatory uncertainty
- Coordinate with your local advisors for jurisdiction-specific guidance
Scope of Services
What we do
- Collaborative security design (multi-signature vaults, governance workflows)
- Documentation and runbooks (controls, authorization maps, fiduciary procedures)
- Education and training for principals, trustees, and family members
- Estate plan protocol integration and inheritance continuity guidance
- Ongoing support, reviews, and coordination with your existing advisors
What we do not do
- Hold unilateral control of keys or Bitcoin
- Provide financial, investment, tax, or legal advice
- Manage investments or recommend buy/sell decisions
- Act as custodian—you retain full beneficial ownership and control
Bitcoin-Specific Risks
Bitcoin and self-custody involve significant risks. By engaging with our services, you acknowledge awareness of these and other risks:
- Volatility: Bitcoin price can fluctuate sharply; you may lose some or all of your capital
- Total loss: Lost keys, forgotten passphrases, or unrecoverable seed backups can result in permanent loss of Bitcoin
- Key compromise: Theft, phishing, malware, or physical coercion may compromise private keys
- Cyber threats: Software vulnerabilities, exchange hacks, or social engineering can lead to loss
- Regulatory changes: Laws and tax treatment of Bitcoin vary by jurisdiction and may change
- Coercion and incapacity: Situations involving duress, dementia, or other incapacity may complicate access and recovery
We design systems to reduce avoidable failures through collaborative security, documentation, and education—but we cannot eliminate risk.
Jurisdictional Notes
We serve families globally and tailor governance to align with your local laws. Custody classification, tax treatment, and regulatory requirements depend on jurisdiction. We coordinate with your existing legal and tax advisors to ensure documentation and controls match your situation—but we do not provide jurisdiction-specific legal or tax advice. Review with local counsel.
Claim Scoping
The following metrics are provided for context; they are not guarantees and should not be relied upon as such:
- $1B+ aggregate client-family assets in our advisory orbit since 2016—this is not AUM; we do not manage these assets
- No client satoshis lost to key compromise or theft in collaborative security engagements per our internal records—individual outcomes vary
- Zero unilateral control: We cannot move Bitcoin without client authorisation and participation in the multi-signature workflow
Testimonials Disclosure
Testimonials and case studies on our website reflect experiences from verified clients. Clients are not compensated for these statements. Individual results vary and are not typical. Past performance and client outcomes do not guarantee future results.
Questions or Clarification?
We welcome questions about our scope of services, risks, or disclosures. Contact us for clarification or to discuss your situation.