See If You Qualify | The Bitcoin Family Office Group

Full name*

Email address*

Phone number*

How did you hear about us?

Your information is private. It's shared only with the team members relevant to your situation. We never sell or share data with third parties.

Approximate total assets*

Under $1MIncluding all assets — cash, real estate, Bitcoin, retirement $1M – $5M $5M – $15MCore of our integrated model $15M – $50M $50M+

What percentage of your net worth is Bitcoin?*

Under 25% 25% – 50% 50% – 75% 75%+Heavily Bitcoin-concentrated

State of residence*

Are you married or do you have dependents?

Married with kids Married, no kids Single with dependents Single

Which of these do you already have?(select all that apply)

CPA / Accountant Attorney / Estate Lawyer Financial Advisor / Wealth Manager Insurance / Risk Advisor None of the above

Do your current advisors specialize in Bitcoin?

Yes, they're Bitcoin-native Somewhat — they've handled some crypto No — traditional advisors only Not sure N/A — I don't have advisors yet

Have you sold, or do you plan to sell, gift, or donate Bitcoin in 2026?

Yes, I've already sold this year Yes, planning to sell No plans to sell Not sure yet

Which services are you looking for?(select all that apply)

Financial PlanningBitcoin allocation, retirement, holistic plan Tax & AccountingCost basis, planning, filing, CFO Estate & LegalTrusts, wills, asset protection, entities Acquisition & CustodyOTC purchasing, custody setup Mining StrategyTax-efficient acquisition via hosted mining Business & M&AEntity formation, exit planning

Do you have existing entities (LLC, trust, LP, corporation)?

Yes, multiple entities Yes, one entity No, nothing set up yet Not sure — need a review

What's the most urgent thing on your mind?

This helps us understand who to connect you with first.

Preferred timeline to get started

Immediately — I need help now This quarter Within 6 months Just exploring options

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Your qualification has been received.

A member of our team will reach out within 24 hours to schedule an introductory call.

In the meantime, you can explore the five verticals that make up the network.

See if we're the right fit.

Tell us about your situation

Your qualification has been received.