We work with a small number of families holding significant Bitcoin positions. The work is structural — custody architecture, financial planning, wealth management, tax optimization, acquisition & utilization strategies, asset protection, governance, and estate planning.
The advisory model for traditional family offices was built for equities, real estate, and fixed income. Bitcoin does not behave like any of these assets. It is a bearer instrument. It has no counterparty. It cannot be custodied by a bank. It can be inherited, but only if the technical and legal infrastructure is deliberately constructed.
This requires a different kind of advisor — one who understands both the monetary architecture of Bitcoin and the legal structures available to preserve wealth across time. We have built our practice and service providers around that intersection.
Custody is not a technical detail — it is the foundational decision from which everything else follows. A poorly designed custody architecture is an existential risk. A well-designed one provides sovereignty, resilience, and succession continuity across generations. Our coordinated providers design custody frameworks, hardware selection, geographic distribution strategies, and operational security protocols for families holding significant Bitcoin positions.
Traditional estate planning assumes custodial assets held by institutions. Bitcoin breaks that model entirely. The mechanisms of control — cryptographic keys, seed phrases, quorums — require specialized expertise. Our legal partners design succession frameworks that respect the bearer nature of Bitcoin while ensuring orderly transfer of control across generations.
Our Tax planning and filing services are a crucial coordinating layer across a clients overall strategy. The tax treatment of Bitcoin is complex, evolving, and jurisdiction-dependent. Significant positions require thoughtful structuring — not to evade obligation, but to deploy legal mechanisms that align the timing of recognition events with family priorities.
Wealth that endures across generations is governed deliberately. Family offices that operate from written constitutions, investment policy statements, and formalized decision frameworks outlast those that rely on informal consensus. We help Bitcoin families design the governance infrastructure that codifies values, distributes decision rights, and establishes the protocols that will guide stewardship when the founding generation is no longer present.
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.
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.
Every engagement begins with a thorough understanding of your current structure, your goals, and your constraints. We work in a small number of deep engagements — not at scale.
Your journey begins with a confidential conversation with our team. We'll discuss your current situation, goals, and concerns. This is not a sales call — it's an assessment of whether our coordinated approach is the right fit for your needs.
We conduct a comprehensive review of your existing financial, legal, tax, and custody arrangements. Our team identifies gaps, risks, and opportunities across all domains — then builds a coordinated plan that addresses them holistically.
Once aligned, we connect you with the right providers from our network. Each engagement is independent but coordinated — you get specialized expertise from each provider while maintaining a unified strategy.
The regulatory environment changes. The Bitcoin protocol evolves. Your family's circumstances shift. Ongoing advisory relationships ensure your structure remains current, robust, and aligned with your long-term objectives.
Engagements begin with a confidential consultation. If you're holding a significant Bitcoin position and want coordinated, structural advice, we'd welcome an initial conversation.
Schedule a ConsultationAll inquiries are handled with strict confidentiality. Contact: wyatt@basilic.io
We work with families and individuals holding at least $1M in Bitcoin. Above $5M, the complexity of custody, estate architecture, and governance typically justifies a full family office engagement. Our initial conversation is complimentary and helps us assess fit before proposing any engagement structure.
We begin with an initial consultation to understand your holdings, current structures, and specific concerns. From there, we connect you with the right providers from our coordinated network — each engagement is independent but unified under a single strategy covering custody, legal, tax, and financial planning.
Yes. Basilic LLC (RIA), Satoshi Pacioli (CPA), Falcon, Rapport & Berkman (law firm), Abundant Mines (MaaS) and Bitcoin Well (exchange) are independent entities providing coordinated services. Each provider brings specialized expertise to the engagement while maintaining a unified strategy for the client.
Most financial advisors have limited experience with Bitcoin's unique custody, tax, and succession requirements. A standard wealth management framework was designed for liquid, fungible, institutionally-held securities. Bitcoin is bearer, self-custodied, technically complex, and creates structural challenges that require specific expertise. We specialize in exactly this gap.
Disclaimer: 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.