Ten specialist service lines designed to support tax preparation, lender review, audits, custody planning, insurance underwriting, and compliance review.
Accountant-ready records, transaction summaries, capital gains, income, staking, airdrop, mining, NFT, DeFi, and closing holdings reports — formatted for tax software and adviser review.
Learn moreDocumentation and review for cold storage, multi-signature, key management, recovery planning, custody continuity, device security, and access controls. We never request keys.
Learn moreLender-ready asset reports, wallet verification, custody confirmation, loan-to-value summaries, asset schedules, and collateral evidence packs designed for credit teams.
Learn moreWallet tracing, exchange reconciliation, DeFi/NFT review, transaction categorisation, cost-basis reconstruction, and gap detection across multi-chain activity.
Learn moreSource of funds and source of wealth packs, wallet ownership evidence, exchange statements, fiat on/off-ramp records, and supporting evidence indices.
Learn moreAsset reconciliation across centralised exchanges, non-custodial wallets, hardware wallets, multi-sig, DeFi protocols, and NFT marketplaces.
Learn moreTransaction risk screening, wallet checks, sanctions exposure analysis, counterparty review, exchange history review, and compliance evidence packs.
Learn moreMonthly asset reports, quarterly valuations, board reporting packs, treasury reports, custody statements, risk summaries, and internal audit support.
Learn moreDigital asset inventories, wallet access instructions, beneficiary documentation, executor information packs, and custody continuity plans.
Learn moreAsset schedules, custody method summaries, wallet security documentation, exchange exposure summaries, claims documentation packs, and underwriter-ready risk reports.
Learn moreSubmit a confidential enquiry and we'll recommend the right starting point — from a single document pack to ongoing institutional reporting.