Summary package

Quarterly Custody Audit

Deeper quarterly review with cross-wallet reconciliation notes and optional spouse or advisor copy.

Quarterly, ~90-minute session Expanded report + summary letter Seoul office preferred
Quarterly Custody Audit

Purpose

For holders with multi-device setups, inheritance labels, or positions spread across several chains, the quarterly audit adds reconciliation between your spreadsheet, device labels, and on-chain observation.

Deliverables

Beyond the standard summary tables, you receive a reconciliation memo flagging naming inconsistencies, dormant addresses, and recommended label updates—recommendations only, never key handling.

Timeline

Book at least ten business days before your desired quarter-end date. Reports ship within seven business days of the session.

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