Private Advisory · Bitcoin-Only Mandate
Family Office Sophistication. Bitcoin-First Expertise.
We coordinate a team of independent specialists - wealth advisors, tax professionals, attorneys, custody architects, and mining operators - into a single, cohesive advisory experience built entirely around Bitcoin.
Families with significant Bitcoin holdings face challenges that no single advisor can solve alone. Custody, estate planning, tax strategy, and governance each require deep Bitcoin-specific expertise. We bring those disciplines together so you don't have to manage five separate relationships - or explain Bitcoin to each one from scratch.
Custody Architecture
Multi-signature setups, geographic key distribution, inheritance access protocols, and hardware security models designed for decade-scale holding periods.
Estate Planning
Bitcoin-specific trusts, dynasty structures, Wyoming and South Dakota situs strategies, and succession planning that accounts for the bearer nature of keys.
Tax Strategy
GRATs, CRTs, charitable strategies, mining as a tax offset, loss harvesting, and entity structures that minimize recognition events across decades.
Governance
Family constitutions, investment policy statements, successor protocols, and decision-making frameworks for multi-generational Bitcoin stewardship.
We specialize exclusively in Bitcoin because our entire framework is built around Bitcoin as monetary infrastructure. This focused expertise allows us to provide unmatched depth in Bitcoin-specific planning.
Bitcoin Demands Specialized Knowledge. Most Advisors Don't Have It. Multi-sig, UTXOs, privacy-preserving strategies - this isn't generic wealth management.
We optimize for decades and generations, not quarters. The families who engage us are thinking about grandchildren - not next year's returns.
Holdings
At least $1M+ in bitcoin. $3M+ in overall net worth.
Orientation
Long-duration thinking. You are not trying to time Bitcoin - you are trying to structure it for decades and generations.
Complexity
Your situation involves more than a hardware wallet. Estate planning, custody architecture, tax strategy, advanced acquisition & utilization strategies - one or more of these requires serious attention.
Not Right For
We do not work with speculators, altcoin holders, or those primarily focused on short-term price performance.
Navigate the Bitcoin ecosystem with confidence. Our holistic human-first review and planning process helps clients gain a clear understanding of their entire financial landscape.
Expert tax preparations, planning, and compliance with a deep expertise in Bitcoin taxation. Our proactive planning and advisory services help clients with complex financial decisions.
Our attorneys possess deep experience navigating the complex legal and regulatory landscape surrounding digital assets. We assess your risks, design the proper strategy to mitigate those risks to protect your current lifestyle and protect your family legacy.
We help high-net-worth individuals, businesses, and trusts secure the best prices and execute large transactions with speed and efficiency. Our service delivers real bitcoin directly to your personal wallet. You're in control from the start.
Buy Bitcoin mining equipment without setup, maintenance, and daily operations. Your miners run on low-cost hydroelectric energy, ensuring steady payouts while you benefit from 100% first-year depreciation for tax savings.
We believe technology is deflationary - that it drives the cost of goods and services toward zero over time. Sound money allows society to benefit from this abundance. Inflationary money obscures it.
We believe custody is not a technical detail - it is the foundation of sovereignty. If you do not hold your keys, you hold a promise. Promises have counterparty risk. Mathematics does not.
We believe wealth should compound across generations - not be eroded by monetary expansion, consumed by fees, or lost to poor succession planning. The families that endure are the ones that think in centuries.
We believe in first principles over consensus - that the right framework, rigorously applied, matters more than the comfort of agreement. Most institutional advice on Bitcoin is wrong because it starts from legacy assumptions.
We believe patience is an edge - that in a world addicted to quarterly returns, the willingness to think in decades is the single greatest advantage a family can possess.
Bitcoin family office services coordinate specialized advisory across custody architecture, estate planning, tax strategy, and governance — all built exclusively around Bitcoin as a monetary asset. Unlike traditional wealth management that treats Bitcoin as one line item in a diversified portfolio, these services address the unique challenges of preserving, protecting, and transferring significant Bitcoin wealth across generations through coordinated, Bitcoin-native expertise.
We typically work with families holding $1 million or more in Bitcoin in direct custody - not ETF shares or exchange balances. At this threshold, custody architecture, estate planning, and tax strategy justify a structured advisory approach. Families with $5M-$25M in Bitcoin holdings represent our most common engagement profile, where the stakes of poor structuring are highest and tax planning opportunities are most significant.
Wyoming and South Dakota are consistently the strongest jurisdictions. Wyoming offers 1,000-year dynasty trusts, the first Bitcoin-specific trust laws in the US, statutory recognition of digital assets, the Wyoming DAO LLC structure, and no state income or estate tax. South Dakota offers perpetual dynasty trusts (no rule against perpetuities), premier directed trust laws, and no state income or estate tax. Both allow trust situs without requiring physical presence in the state.
Several strategies address federal estate tax exposure: Grantor Retained Annuity Trusts (GRATs) transfer future appreciation to heirs while you retain an annuity; dynasty trusts in Wyoming or South Dakota remove Bitcoin from the taxable estate permanently across generations; Charitable Remainder Trusts (CRTs) convert appreciated Bitcoin to income while avoiding capital gains and reducing estate value; and Bitcoin mining generates equipment depreciation and operating deductions that offset income, while the mined Bitcoin accumulates at a lower cost basis.
Multi-signature custody requires multiple private keys to authorize any Bitcoin transaction. A 2-of-3 setup requires any two of three keys to move funds. For families, this solves several problems: it eliminates single points of failure, enables inheritance without prematurely exposing keys (heirs receive one key, a trusted custodian holds another), and allows geographic distribution across jurisdictions. Common family configurations are 2-of-3 for individuals and 3-of-5 for larger family office structures.
Yes - Bitcoin mining is one of the most powerful tax strategies available to high-net-worth families. Mining equipment qualifies for bonus depreciation (100% in year one under current law), creating immediate tax offsets against ordinary income. Operating expenses are fully deductible. Mining income is taxed as ordinary income at receipt, establishing a lower cost basis than purchasing Bitcoin outright. For families in high brackets, a properly structured mining operation can generate substantial paper losses that offset other income while simultaneously accumulating Bitcoin. Explore Bitcoin mining tax strategies →
Traditional wealth managers operate on an AUM fee model - they earn more when your portfolio is larger, which creates misalignment with a conviction-hold Bitcoin strategy. They are also trained in custodial assets and have no expertise in key management, multisig architecture, or Bitcoin-specific estate law. A coordinated Bitcoin advisory has no incentive to add complexity, diversify away from Bitcoin, or generate transaction fees. The entire structure is optimized for long-duration holding, secure custody, and generational transfer.
For families ready to think deeply about Bitcoin stewardship, we offer private conversations on custody architecture, estate planning, and long-term wealth structure. No obligation. No pitch. Just clarity.
Basilic LLC (RIA), Satoshi Pacioli (CPA), Falcon, Rapport & Berkman (law firm), Abundant Mines (MaaS) and Bitcoin Well (exchange) are independent entities providing coordinated services. For informational purposes only. Not personalized advice. Consult qualified professionals regarding your situation.