Services
Holding Summary Packages
Professional monthly and annual documentation services for investors who custody assets offline in hardware wallets and cold storage.
Monthly Holding Summary
Flagship cycle: one verification session and a printed plus encrypted PDF report delivered within five business days.
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Onboarding Documentation Session
One-time setup visit to establish your address register, labeling scheme, and first baseline summary.
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Quarterly Custody Audit
Deeper quarterly review with cross-wallet reconciliation notes and optional spouse or advisor copy.
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