Private client advisory
A dedicated relationship for custody decisions, acquisition planning, liquidity, retirement, and the ongoing stewardship of meaningful bitcoin wealth.
Concierge advisory
The relationship behind the products.
Complex bitcoin decisions rarely fit in a form. Verity brings technical fluency, financial judgment, and professional coordination into one private-client relationship.
What we advise on
Advice that begins with your actual holdings and goals.
We work with individuals, families, family offices, and businesses that need more than a generic answer. Every engagement starts by understanding the bitcoin, the people around it, and the decisions that matter now.
From there, Verity helps design the operating plan, evaluate counterparties, coordinate specialists, and keep the strategy current as circumstances change.
Estate & family continuity
Practical planning for key access, recovery, incapacity, executor administration, beneficiary readiness, and coordination with legal and tax advisors.
Business & treasury
Governance for bitcoin as corporate property: signing policy, approval controls, counterparty review, reporting, collateral use, and continuity.
Professional coordination
Bitcoin fluency for the wider advisory team. We work alongside counsel, accountants, fiduciaries, and family office professionals to make plans executable.
Book a consultation
Bring us the decision you need to make.
Share a few details and we'll arrange a confidential introductory conversation.