Most serious holders have gaps they are not aware of — in structure, protection, tax efficiency, or succession. This assessment identifies yours.
7 questionsPersonalized resultsNo obligation
Takes about 3–5 minutes
Question 1 of 7
How long have you been accumulating Bitcoin?
Your accumulation timeline shapes which strategies are most relevant.
Question 2 of 7
What is your approximate Bitcoin holding as a share of your total net worth?
Concentration level determines urgency of planning strategies.
Question 3 of 7
How is your Bitcoin currently held?
Custody structure affects security, tax treatment, and estate outcomes.
Question 4 of 7
Which of these best describes your estate planning situation?
Bitcoin complicates traditional estate plans in ways most attorneys do not anticipate.
Question 5 of 7
How have you approached Bitcoin and tax strategy?
Tax treatment of Bitcoin spans income, capital gains, estate, and gift tax — each with distinct planning levers.
Question 6 of 7
Do you have family members or heirs who will inherit your Bitcoin?
Generational transfer of Bitcoin requires specific legal, technical, and educational structures.
Question 7 of 7
What is your primary goal in taking this assessment?
This helps us tailor your results and recommendations.
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⚠ Assessment Disclaimer. This assessment is for educational and informational purposes only. Results are illustrative and based on general patterns — they do not constitute legal, tax, financial, or investment advice. Individual circumstances vary significantly. Consult qualified legal, tax, and financial professionals before making any decisions. Laws change; information may be outdated. The Bitcoin Family Office does not manage assets or provide regulated investment advisory services.