Five Verticals, One Team

Every discipline a Bitcoin holder needs — coordinated under one roof.

Clients may engage one firm or all five. Every engagement includes a data-sharing agreement, so the professionals serving you coordinate behind the scenes without you serving as the messenger.

01 · Basilic

Wealth Advisory

basilic.io →

As an independent registered investment adviser, Basilic provides fee-only, fiduciary advisory grounded in sound money principles — helping clients achieve prosperity with purpose.

Stacking Bitcoin is not a financial plan. At some point a holder's wealth becomes complex enough to warrant a deliberate, coordinated strategy.

  • Financial planning built around Bitcoin-concentrated wealth
  • Portfolio management with a Bitcoin-native thesis
  • Advanced Bitcoin utilization strategies and products
  • Custody audit & key agent services
02 · Satoshi Pacioli · Bitment

Full-Service CPA

satoshipacioli.com →

A full-service CPA firm built at the intersection of traditional accounting and Bitcoin — from tax preparation and planning to fractional CFO support and bookkeeping.

Every engagement begins with a clean financial baseline — wallets, exchanges, OTC activity, and mining reconciled in Bitment — so tax planning is built on data the IRS can stand behind, not estimates made at filing time.

  • Federal & state tax preparation for individuals & entities
  • Audit-ready cost-basis tracking across ecosystem via Bitment
  • Fractional CFO services
  • Proactive tax advisory
03 · FRB Law

Legal & Policy

frblaw.com →

Falcon Rappaport & Berkman operates one of the most established digital asset legal practices in the United States.

The firm's Digital Assets Practice Group brings together tax attorneys, estate planners, and business law attorneys on a single engagement — handling the legal architecture around Bitcoin wealth.

  • Estate planning for the uniqueness of Bitcoin
  • Entity structures and holding companies
  • Asset protection from creditors and litigation
  • Advanced trust strategies
04 · Bitcoin Well Infinite

Acquisition & Liquidity

bitcoinwell.com →

Bitcoin Well Infinite is the white-glove OTC trading desk of Bitcoin Well Inc. (TSXV: BTCW), built for individuals, family offices, and trusts executing large Bitcoin transactions — $50,000 and above.

Every transaction is human-led from quote to confirmation, with Bitcoin moving directly between the client and counterparty — Bitcoin Well never holds client funds, and there's no exchange account in the middle.

  • Competitive, human-facilitated OTC ($50k+)
  • Non-custodial delivery to your own wallet
  • Dedicated relationship management
  • Direct wire and on-chain settlement
05 · Abundant Mines

Mining & Custody

abundantmines.com →

A vertically integrated Bitcoin mining and custody operator running its own facilities in Oregon's Columbia Gorge.

Clients work directly with the team running the site — no white-label intermediaries, no third-party hand-offs — across a single relationship that spans custody setup, hardware procurement, and day-to-day mining operations.

  • Hosted Bitcoin mining on 100% hydroelectric power
  • Tax-advantaged acquisition coordinated with your CPA
  • 100% of mined Bitcoin to the client, to self-custody
  • 98–99% historical uptime; transparent flat-rate pricing
§  —  In Practice

Three scenarios. One team.

How real engagements unfold across the network when the situation calls for more than one discipline.

Scenario 01
The tax bomb.

A holder needs significant liquidity, but selling triggers a tax event larger than they want to realize.

01
Basilic
Frames the goal against the constraint and convenes the team. Identifies which paths preserve the position and which require disposition.
02
Falcon Rappaport & Berkman
Structures the legal mechanism — a Bitcoin-collateralized facility, a charitable vehicle, or an entity restructure — that delivers liquidity without a forced sale.
03
Satoshi Pacioli
Models the after-tax outcome of each option side-by-side, with the year's overall tax position factored in.
04
Bitcoin Well
Stands ready if any on-chain movement is required to complete the structure.

The client gets the liquidity. The position stays intact.

Scenario 02
The high-income year.

A founder exit, a windfall, or an unusually large income year — and a window to convert dollars into Bitcoin with real tax efficiency.

01
Satoshi Pacioli
Quantifies the year's tax exposure and identifies which strategies — mining depreciation, charitable vehicles, retirement contributions — make sense at this scale.
02
Abundant Mines
Stands up hosted mining where depreciation is the right lever, with custody and operations turnkey from day one.
03
Bitcoin Well
Executes OTC for the cash position, with Bitcoin delivered directly to the client's custody.
04
Basilic
Anchors the deployed capital inside the broader plan and sets the cadence for the years ahead.

The income year becomes an accumulation year — on the client's terms.

Scenario 03
The succession problem.

A spouse without access protocols. Children not read in. An estate document that treats Bitcoin like a brokerage account.

01
Falcon Rappaport & Berkman
Drafts the legal architecture for Bitcoin inheritance — multi-signature access, key agents, and trust structures purpose-built for self-custody.
02
Basilic
Maps the generational financial plan and translates the legal structure into a living roadmap the family can actually follow.
03
Satoshi Pacioli
Models the tax mechanics of lifetime gifting, transfers, and the eventual estate event so each decision is made with the full picture.

The wealth survives the holder. The family knows what to do.

Begin

One integrated team, built for the realities of Bitcoin.

The first step is a short qualification to ensure mutual fit.

See If You Qualify