The Bitcoin Adviser
Expert Bitcoin self-custody consulting with multi-signature setup, estate planning, and long-term wealth management for individuals and families.
Why We Recommend The Bitcoin Adviser
The Bitcoin Adviser operates as a non-custodial advisory service, meaning they never hold your Bitcoin or control your keys. Their collaborative custody model uses 2-of-3 multi-signature setups with hardware isolation, on-chain recording, audit trails, and optional video attestation for geographically distributed security. They recommend established hardware wallets like Trezor Safe 3 or Safe 5 for client self-custody implementations.
The firm has been serving Bitcoin clients since 2016 and reports managing advisory relationships covering over $1 billion in Bitcoin assets. They are recognized by Bitcoin Magazine as one of the top Bitcoin consultants for secure self-custody in 2025, alongside other leading specialist firms.
Client testimonials show 24+ verified reviews averaging 4.8/5 rating, with a separate listing rated 4.9/5 (25 reviews). Their approach emphasizes reducing single points of failure and ensuring heirs can access Bitcoin safely through structured inheritance planning without exposing keys to unnecessary risk.
Best For
The Bitcoin Adviser is ideal for Bitcoin holders with meaningful balances who want professional guidance on secure self-custody rather than DIY experimentation. High-net-worth individuals and families seeking generational wealth transfer and inheritance planning will find particular value in their estate structuring services that ensure heirs can access funds while maintaining security.
Founders, business owners, and family offices with significant Bitcoin holdings benefit from their structured approach to custody design and continuity planning. The service is well-suited for those who want the security of self-custody but prefer professional hand-holding through multi-signature setup, hardware wallet configuration, and ongoing advisory support.
Clients who are not deeply technical appreciate the step-by-step guidance and educational resources that demystify seed phrases, passphrases, and recovery procedures. Those who value having a professional contact for ongoing questions and periodic reviews will benefit from the relationship-based service model.
Services & Features
- 2-of-3 multi-signature custody setup
- Estate and inheritance planning
- Hardware wallet configuration guidance
- Ongoing advisory support
- 95% Lend borrowing product (0.5 BTC fee)
- 1% annual advisory fee on assets
- Educational resources and training
- Security and risk assessment
Considerations
No specific geographic restrictions or US state limitations are publicly disclosed. Pricing starts at 1% annual fee on assets under advisement, with the 95% Lend product charging 0.5 BTC upfront (5% of collateral). This is significantly higher than robo-advisors (0.25-0.50%) but in line with traditional human financial advisors. Detailed fee schedules, minimums, and regulatory disclosures are not publicly available and require direct inquiry. The service does not provide trading, exchange, or altcoin services.
