Private Clients, Professionals & Their Clients
Non-Custodial Crypto Security Services
Confidential, hands-on consulting for private clients, families, businesses, and professionals whose clients need technical digital asset security support. Hardware wallets, multisig, MPC/seedless wallets, treasury workflows, and recovery planning, all client-controlled by design.
Wallet-agnostic by design
The platform is only one part of the setup.
Hardware wallets, multisig, MPC wallets, seedless wallets, and treasury platforms all make tradeoffs. We help clients understand the people, approvals, recovery paths, vendor dependencies, and operating habits around the tool before they rely on it.
Review wallet architectureChoose the model
Compare single-sig, hardware wallet, multisig, MPC, seedless, exchange, and hybrid setups against the actual risk.
Find dependencies
Identify which person, device, vendor, account, policy, or recovery process can block access or approvals.
Make it operable
Turn the setup into procedures people can follow for transfers, role changes, recovery, and future reviews.
Who our services directly benefit
The same non-custodial expertise supports clients directly and gives professionals a trusted technical lane for client questions.
Private clients
Individuals and families get safer wallet setup, clearer recovery planning, and a step-by-step process before they move or secure meaningful holdings.
Professionals
CPAs, attorneys, advisors, IT consultants, and cybersecurity consultants get a technical partner for crypto custody questions outside their scope.
Their clients
Your clients get careful self-custody support while you stay focused on your advisory, legal, tax, security, or planning role.
Our team includes professionals with direct cybersecurity experience. Every engagement is informed by real-world threat awareness, from phishing and social engineering defense to device security and vulnerability assessment.
Massachusetts crypto consultingCore Services
The services most of our clients start with
Self-Custody Consulting
Learn how to set up and manage your own crypto using secure wallet and key management practices. We walk you through everything so you understand every step.
Explore Self-Custody Consulting
Hardware Wallet Setup & Training
Guided setup and walkthroughs for hardware wallet devices, completed with you present so you understand the process and keep full control. Covers hot and cold wallet distinctions, secure usage, and proper device handling.
Explore Hardware Wallet Setup & TrainingWallet Architecture Review
Wallet-agnostic review of hardware wallets, multisig, MPC and seedless wallet platforms, exchange exposure, recovery paths, and vendor dependencies before funds depend on the setup.
Explore Wallet Architecture Review
Business Crypto Treasury Setup
Operating procedures for business wallets, approval workflows, signer responsibilities, recovery paths, vendor questions, and continuity when crypto is part of company operations.
Explore Business Crypto Treasury Setup
Large Transfer Assistance
Step-by-step technical support for executing self-directed crypto transfers securely, with a focus on verification, sequencing, and risk reduction. All transactions are initiated and approved by you.
Explore Large Transfer Assistance
Treasury & Multisig Wallet Design
Technical support for designing and setting up multisig wallet structures for teams, families, and organizations, with a focus on secure key distribution and client-controlled access.
Explore Treasury & Multisig Wallet DesignSecurity & Recovery
Protect what you've built and plan for the unexpected
Best Practices & Risk Reviews
Structured reviews of self-custody setups informed by real-world attack patterns and social engineering tactics, not just generic checklists. We identify risks based on how threats actually play out.
Recovery & Backup Planning
Support for preparing and documenting wallet backup and recovery procedures, including seed phrase handling and redundancy. All recovery materials stay with you.
Explore Recovery & Backup Planning
Device & Data Security Audits
Technical reviews of devices, networks, and local data handling practices to assess security risks, configuration issues, and exposure to common attack vectors.
Hardware Wallet Maintenance
Assistance with firmware updates, device integrity checks, and basic security reviews. No custody of keys or assets.
Specialized Services
For specific situations and professional needs
MPC & Seedless Wallet Evaluation
Review seedless and MPC wallet platforms before relying on them. We help identify signing shares, recovery paths, account dependencies, vendor risk, and what the client still controls.
Explore MPC & Seedless Wallet Evaluation
Exchange Lockout Guidance
Assistance with exchange access issues through documented recovery processes, identity verification preparation, and security review. You keep full account control at all times.
Authenticator Setup (2FA)
Secure setup and configuration of authenticator applications for two-factor authentication, including backup and recovery considerations. All access stays with you.
Professional Client Support
Technical support and education for CPAs, attorneys, advisors, IT consultants, cybersecurity consultants, and organizations whose clients need non-custodial crypto help. Focused on system structure, access controls, and operational clarity.
Explore Professional Client Support
Hardware & Backup Tools
Assistance reviewing, documenting, and organizing physical backup tools like seed storage solutions, offline backups, and durable recovery materials. All selections and purchases are yours to make.
A Real Person, Not a Tutorial
YouTube videos and Reddit threads can only take you so far. Our difference is the human in the loop: a consultant who sits with you, answers your questions in real time, and stays with you until you're confident. We hold your hand as long as you need us to.
On-Site When It Matters
Some security work is too sensitive for a video call. For select engagements involving high-value holdings or complex infrastructure, we travel to you. When the nature of the task demands physical presence, we make it happen.
How It Works
Every engagement starts the same way
Discovery Call
A free 30-minute conversation to talk through your current setup and see if we're a good fit. No obligation.
Tailored Plan
Based on what we learn, we put together a scope of work specific to your situation, whether that's a single session or a full buildout.
Hands-On Work
We work alongside you, in person or remotely. You do the clicking, you hold the keys, and you walk away understanding everything.
Ready to Take Control?
Schedule a free 30-minute discovery call. We'll talk through where your crypto stands and whether our services make sense for your situation.