However, many holders remain undereducated about the risks and best practices for storing and using the “digital gold.” Thankfully, there are specialized Bitcoin consultancy services that offer expert guidance on all Bitcoin-related matters.
The five Bitcoin consultancy services discussed in this article represent the cream of the crop in the industry. However, while working in the same field, each brings something different to the table. The following review will help you figure out which one suits your interests best.
The Bitcoin Way
The emphasis here is on learning, rather than a sales-oriented approach, and encouraging customers to use open-source solutions, rather than aggressively promoting a proprietary product.
Services
The Bitcoin Way has a wide selection of services, with one being particularly interesting:
- Bitcoin self-custody training: A personalized four-step program teaching users to securely manage their own Bitcoin.
- Cybersecurity training: Covers data protection, device security, and sovereign computing options.
- Plan B residency programs: Helping clients obtain residency in Bitcoin-friendly jurisdictions.
Who’s It Best For?
The Bitcoin Way is recommended for those who want to achieve self-sovereignty through Bitcoin by knowing how to securely acquire, custody, and use BTC with privacy and security in mind.
Unchained
Services
Unchained has an extensive range of products and services that are mainly focused on Bitcoin security and custody.
- Unchained Signature: A premium service tier featuring account management, emergency support, and personalized education.
- Vaults: Bitcoin cold storage solutions based on the so-called collaborative custodial model.
- Bitcoin IRA: Allows saving Bitcoin in tax-advantaged retirement accounts.
Who’s It Best For?
Unchained is best for security-conscious individuals and businesses comfortable with KYC, interested in multisig custody, and seeking integrated financial services.
BTC Sessions
Services
- Weekly tutorials: Video guides on obtaining, using, and securing Bitcoin for all skill levels.
- Mentor sessions: Focusing on privacy, sovereignty, and BTC-related matters.
- 1-on-1 coaching: Personalized lessons for anyone who books an available time slot.
Who’s It Best For?
BTC Sessions is likely best for the younger generation or individuals new to Bitcoin who prefer learning through video content.
The Bitcoin Adviser
Services
Despite having a 'neighborly' vibe, The Bitcoin Adviser offers an extensive list of professional services, including:
- Collaborative custody: Bitcoin storage using a multisignature model with a trusted third-party key holder.
- Bitcoin estate planning: Detailed estate plans to ensure a secure transfer of BTC holdings to beneficiaries.
- Specialized advisory for family offices: Helping secure digital assets and optimize intergenerational wealth transfer of bitcoin for family offices.
Who’s It Best For?
The Bitcoin Adviser is best suited for bitcoin owners who rely on professional management and don't mind sharing custody with a third party; family offices will find this firm particularly interesting.
Casa
Services
- Self-custody vaults: Multi-key security solutions for Bitcoin and other digital assets.
- Inheritance and shared accounts: Tiered plans with a focus on long-term security and wealth transfer.
- Institutional and government solutions: Advanced security features and support for managing large digital asset holdings.
Who’s It Best For?
Casa may not be suited for Bitcoin purists, but individuals who don’t mind altcoins, and institutions and governments, might find their solutions attention-worthy.
Final Thoughts: Choose the Bitcoin Consultancy That Fits You
Always have your personal financial goals in mind when selecting a Bitcoin consultancy.
Whether you value the educational focus, seek professional advice, or require secure storage, the offers are there for you. Regardless of who you choose, using professional guidance will help you manage your BTC more effectively.


Actus AssurTech / InsurTech


