Proof of Control
The documentation your clients need — a 4-artifact system that proves Bitcoin governance to trustees, auditors, and courts.
You don't need to become a Bitcoin expert. You need to know when to call one.
Your clients are acquiring Bitcoin. They're asking questions you didn't learn in your accounting program:
You're a tax professional, not a custody engineer. But these clients expect guidance — and "I don't handle crypto" is losing relevance as more wealth moves into Bitcoin.
The question isn't whether you'll encounter Bitcoin clients. It's whether you'll be equipped to serve them.
You don't perform cost segregation studies yourself. But when a client acquires commercial real estate, you know to bring in the engineer. You stay in the loop, coordinate the engagement, and deliver value to your client.
Bitcoin governance works the same way.
You don't need to understand multisig architecture, hardware wallet security, or key rotation protocols. You need to recognize when a client's Bitcoin situation requires a specialist — and have one to call.
We're your technical partner for Bitcoin clients.
You keep the relationship. We handle the technical scope.
We evaluate your client's Bitcoin setup — security, backup procedures, succession planning — and deliver a report you can review together.
Proof of Control documentation for estate filings, trust funding, and generational transfers. The technical records your clients need.
When a client situation gets technical — custody questions, governance concerns, inheritance structures — you have an expert on call.
Quick primers on Bitcoin custody so you can speak competently with clients without becoming a technician yourself.
You identify clients with Bitcoin holdings and refer them to us for technical assessment. You stay the primary advisor. We handle what you shouldn't have to.
Tell us about your practice. We'll discuss how to serve your Bitcoin clients together.
The documentation your clients need — a 4-artifact system that proves Bitcoin governance to trustees, auditors, and courts.
How governance documents stay current without rewriting the trust. One hash, one source of truth.
The four-phase checklist for managing Bitcoin in estates — useful context for advising clients.