Owning Bitcoin in self-custody can feel daunting due to the associated technical and security demands. This is where Bitcoin consultants can prove valuable. They offer personalized, high-trust guidance to help individuals and businesses secure, store, and protect their bitcoin.
Bitcoin consultancies give users the tools and knowledge to safely hold their own BTC. From multisig wallet setups and recovery planning to teaching privacy best practices and managing inheritance structures, these services are ideal for those serious about financial sovereignty.
In this guide, we review four of the best Bitcoin consultancy providers on the market, comparing their key features so you can choose the service for your goals.
Top Takeaways
- Bitcoin consultancies help you secure, store, and protect your BTC with expert guidance on custody, privacy, and long-term planning.
- The Bitcoin Way leads with privacy-first, self-sovereignty coaching.
- Unchained Capital delivers institutional-grade multisig vault services.
- BTC Sessions offers expert-led Bitcoin education and coaching.
- The Bitcoin Adviser focuses on private estate planning and custody support.
The Bitcoin Way
Quick Overview
The Bitcoin Way is a leading Bitcoin consultancy that offers bespoke Bitcoin-focused consulting services, helping clients securely acquire, store, and manage BTC without relying on third parties.
Led by a group of industry experts, The Bitcoin Way has made a name for itself in the Bitcoin community for offering hands-on, privacy-preserving Bitcoin training and consulting for anyone looking to become financially sovereign.
Key Services
The Bitcoin Way offers a number of core services. These include:
- Self-custody training
- Personal cybersecurity
- Private-device setups
- Wallet recovery
- Inheritance planning
- Residency (“Plan B”) strategy in Bitcoin-friendly jurisdictions
Pros & Cons
Pros
- One-to-one, censorship-resistant consulting
- Privacy-focused, no KYC required
- Excellent reputation for high-net-worth and multi-generational planning
Cons
- Services are not suitable for anyone looking for trading or investment advice
Who’s It Best for?
The Bitcoin Way is suitable for any user who is serious about Bitcoin sovereignty. It’s ideal for high-net-worth clients, those who value privacy, and individuals planning for multi-generational wealth preservation.
The Bitcoin Adviser
Quick Overview
Founded in Australia in 2016, The Bitcoin Adviser blends Bitcoin consulting with family-office style advisory.
Key Services
The consultancy offers expert guidance on Bitcoin management in the following sectors:
- Multisig collaborative custody with optional third-party key holders
- BTC-specific estate and inheritance planning for families
- Private advising for high-net-worth families managing BTC across generations
Pros & Cons
Pros
- Trusted for estate and generational planning
- Provides multisig custody with customized solutions
Cons
- Smaller team, less brand recognition
- Unclear KYC or identity requirements
Who’s It Best for?
The Bitcoin Adviser is great for families seeking structured estate planning and custody.
BTC Sessions
Quick Overview
Founded in 2016, BTC Sessions is a Bitcoin education and consulting platform led by educator Ben Perrin and trusted by millions worldwide.
Key Services
BTC Sessions is known for offering multiple services, such as:
- Live tutorials and coaching on wallet use
- Helpful privacy tools
- One-on-one education sessions
- Community initiatives like “Sat Market” for peer-led learning
Pros & Cons
Pros
- Accessible educator
- Good for beginners and DIY learners
Cons
- Vulnerable to platform censorship or disruption (YouTube has previously taken down BTC Sessions content)
Who’s It Best for?
BTC Sessions is best for DIY users wanting to learn about Bitcoin security and wallet setup via trusted audio-visual guidance.
Unchained
Quick Overview
Based in Texas, Unchained is known for its collaborative custody vaults, multisig wallet infrastructure, and Bitcoin IRA offerings.
Key Services
Consultancy services from Unchained include:
- Multisig cold storage “Vaults”
- Dedicated trading desk delivering BTC to self-custody
- Inheritance planning
- Bitcoin IRAs
Pros & Cons
Pros
- Multisig custody
- Trusted by institutional and family-office clients
Cons
- Requires KYC
- Annual fees may be high for small BTC holders
Who’s It Best for?
Unchained is an excellent choice for large investors who are comfortable with KYC and want multisig Vault protection, IRAs, and enterprise-grade custody solutions.
Wrapping Up
When choosing a Bitcoin consultancy, it’s important to be clear about your priorities. Some firms specialize in custody or inheritance planning; others focus on broader education.
If securing your bitcoin is your top priority, The Bitcoin Way is a go-to choice thanks to its hands-on, privacy-first approach to helping Bitcoiners become truly self-sovereign individuals, empowered by Bitcoin.
