Advisory services

Digital assets. With method, not fashion.

Four distinct paths for companies, individuals, taxation and education. We always start from the same question: are you truly ready for this?

01For companies · 01/04

Digital assets for companies

We help companies and entrepreneurs understand if, when and how to integrate Bitcoin, crypto, mining and custody solutions inside the company — with method, security, procedures, official platforms and documentation support.

Request the first analysis

Why rely on us

Holding digital assets in a company does not simply mean buying Bitcoin, opening a wallet or purchasing mining machines.

It means making decisions that affect treasury, taxation, security, internal control, directors’ liability, documentation and business continuity.

Many companies start from the solution: buy, mine, transfer, store. We start from a different question: is your company truly ready for this?

Our role is to help entrepreneurs, CFOs, directors and accountants understand risks, opportunities and the steps required before any implementation.

What we don’t do

  • We don’t sell shortcuts.
  • We don’t promise returns.
  • We don’t propose digital assets because they are fashionable.

We build an orderly path to decide with method.

How we work

We work through a progressive process.

01

Initial analysis

We assess the company’s situation, objectives, level of readiness, operations already carried out and key issues.

02

Risk assessment

We analyse risks linked to custody, security, taxation, documentation, internal roles, authorisations and operations.

03

Governance structure

We help the company define who decides, who authorises, who executes, who controls and which procedures must be followed.

04

Operational roadmap

We build a concrete plan to decide whether to stop, monitor, investigate further or proceed with an operational project.

05

Implementation, if consistent

Only if the analysis confirms it makes sense, we support the company in projects involving mining, custody, corporate wallets, digital treasury, documentation and crypto-tax support.

06

Ongoing governance

For more structured companies we support management, CFO, accountant and advisors over time, with periodic checks, updates, procedures and continuous support.

What you get

Through our path, the company obtains:

a clear assessment on whether it can hold digital assets
a map of the main risks
an operational roadmap
security and custody procedures
support in document management
assistance in discussions with accountants and advisors
clarity on Bitcoin, mining, wallets, exchanges and corporate custody
a method to avoid impulsive decisions
an improvement path towards a future corporate attestation

The goal is not to do crypto “at all costs”. The goal is to understand whether digital assets can play a serious, safe and sustainable role in your company.

Reflection

The biggest risk for a company is not failing to hold Bitcoin. It is holding digital assets without knowing who decides, who controls, where they are held, how they are documented, what happens in case of error and what liabilities fall on the business.

Digital assets can be an opportunity, but only within a system built on method, security and governance.

First you understand.
Then you structure.
Only then, possibly, you implement.

Want to know if your company is ready to hold digital assets?

Request a first analysis and discover which risks, opportunities and steps to assess before proceeding.

Request the first analysis
02For individuals · 02/04

Protect and organise your digital assets

We help individuals, entrepreneurs and families understand, store and manage Bitcoin and crypto more safely, avoiding operational errors, loss of access and improvised management.

Request an assessment

Why rely on us

Buying Bitcoin or crypto is easy. Managing it properly over time is another matter.

The real risk is not just market volatility. The risk is not knowing where your assets are held, not having a secure backup, not knowing how to recover access, relying on tools you don’t understand or leaving everything dependent on one person.

Many people buy digital assets without a procedure: they use exchanges, wallets, passwords, seed phrases and different devices with no clear method. We help you bring order.

What we don’t do

  • We don’t manage your funds.
  • We don’t hold your keys.
  • We don’t promise you returns.

We help you understand what you own, how to protect it and how to organise it more consciously.

How we work

We start from your real situation: what you have already bought, where it is held, which tools you use and which risks exist. Then we build an orderly path across four areas.

01

Understanding

We help you grasp the differences between exchanges, wallets, hardware wallets, seed phrases, backup, recovery and self-custody.

02

Security

We check how access, passwords, devices, backups and recovery procedures are managed.

03

Organisation

We help you define a tidier structure to store and manage your digital assets.

04

Continuity

When the wealth is significant, we also consider emergencies, a trusted person, family and digital succession.

What you get

You gain clarity on your situation and a method to manage your digital assets with less improvisation. In particular:

a snapshot of your current situation
a review of the main risks
practical guidance on wallets, exchanges and custody
backup and recovery procedures
a security checklist
support with hardware wallets
greater awareness of the mistakes to avoid
a tidier structure to protect your digital wealth
guidance on emergencies, family and digital succession

Reflection

In the world of digital assets, a mistake can be irreversible. A lost password, a badly stored seed phrase, a wrong transfer or a misunderstood procedure can cause damage far greater than the cost of proper preparation.

The point is not just to buy. The point is to know what you are doing, where your assets are, how to recover them and how to protect them over time.

First you understand.
Then you organise.
Then you store with method.

Want to know if you are managing your digital assets correctly?

Request a first assessment of your situation.

Request an assessment
03Taxation · 03/04

Crypto and mining taxation, without confusion

We support individuals, companies and accountants in reconstructing, documenting and operationally interpreting Bitcoin, crypto and mining.

Request support

Why rely on us

Crypto taxation is one of the areas that generates the most confusion. The problem is often not only fiscal: it is documentary, technical and operational.

An accountant may face exchanges, wallets, transfers, mining rewards, staking, lending, movements between platforms, incomplete reports and operations that are hard to interpret.

This is exactly where we step in: we act as a bridge between the crypto world and the tax professional.

What we don’t do

  • We don’t sell tax savings.
  • We don’t replace your accountant.
  • We don’t sign tax returns.
  • We don’t promise specific tax treatments.

We help both client and accountant understand what happened, which documents are needed, which flows must be reconstructed and which points must be validated.

How we work

Our job is to bring order to what is often confused.

01

Information gathering

We identify the tax years involved, exchanges used, wallets, operations carried out, available documents and open issues.

02

Operational reconstruction

We help reconstruct purchases, sales, transfers, deposits, withdrawals, mining, staking, lending and movements between exchanges and wallets.

03

Document organisation

We prepare an orderly picture with available documents, missing documents, main flows and critical points.

04

Dossier for the professional

We prepare a clear dossier to share with your accountant, tax advisor, CFO or auditor.

05

Joint support

When needed, we join a call with client and professional to explain the technical side and reduce the risk of misunderstandings.

What you get

You get order, documentation and clarity. In particular:

reconstruction of crypto operations
mapping of exchanges, wallets and flows
list of available documents
list of missing documents
a dossier for your accountant
a documentation checklist
a list of tax points to be validated
a summary of documentary risks
support in discussions with accountant, tax advisor, CFO or auditor
greater clarity on mining, wallets, exchanges and crypto operations

Reflection

Tax risk does not arise only from a misread rule. It often arises from undocumented operations, unreconstructed flows, unexplained wallets, incomplete reports or confused communication between client and accountant.

Our role is not to replace whoever signs the return. Our role is to help all parties see the picture more clearly.

First you reconstruct.
Then you document.
Then you validate with the competent professional.

Do you have crypto or mining operations to reconstruct or clarify?

Request crypto-tax support.

Request support
04Education · 04/04

Practical training on Bitcoin, crypto and safe custody

We help individuals, entrepreneurs and key people in companies understand how to buy, transfer and store Bitcoin and crypto while avoiding the most common mistakes.

Ask for information

Why rely on us

In the crypto world the problem is not finding information. The problem is understanding which information is correct, which is relevant to your case and which mistakes to avoid before moving real money.

Many people buy without really understanding what a wallet is. They transfer funds without knowing the risks. They keep fragile backups. They leave everything on exchanges without knowing what that implies. Or they delegate to unqualified people.

Training exists to avoid all of this.

What we don’t do

  • We don’t do theory for its own sake.
  • We don’t sell trading signals.
  • We don’t promise returns.

We train people to be more aware, more autonomous and less exposed to operational errors.

How we work

Training is practical, simple and security-oriented.

01

We explain the basics

Bitcoin, crypto, exchanges, wallets, hardware wallets, seed phrases, backup and transfers explained in clear language.

02

We show the mistakes to avoid

Wrong transfers, phishing, loss of access, improvised custody, misuse of exchanges and unsafe backup management.

03

We make people operational

The goal is not only to “understand”. The goal is to know what to do and what not to do.

04

We leave practical tools

At the end of the path we provide materials, checklists and operational guidance usable well beyond the training.

What you get

Clear, concrete training you can use immediately. In particular:

understanding of Bitcoin and crypto
the difference between exchanges, wallets and hardware wallets
the fundamentals of safe custody
seed phrases, backup and recovery explained
greater awareness around transfers
a checklist before buying
a checklist before transferring
a safe custody checklist
fewer operational errors
greater autonomy for people and corporate teams

Reflection

In crypto, learning after making a mistake can be expensive. Training done beforehand avoids trivial but potentially serious errors: sending funds to the wrong address, losing a seed phrase, falling for phishing, leaving everything on platforms you don’t understand or not knowing how to recover access.

Knowledge does not remove risk, but it removes improvisation.

First you learn.
Then you practise.
Then you operate more consciously.

Want to train yourself or your team on Bitcoin, crypto and safe custody?

Ask about the path that fits you best.

Ask for information
Towards attestation

Digital Asset Governance Certified™

Companies that develop an adequate level of governance, security and control over digital assets will be able to access the Digital Asset Governance Certified™ path.

It is not a simple certificate. It is a proprietary attestation designed to recognise companies that have built concrete safeguards on:

The attestation cannot be bought. It is earned through a path of analysis, implementation and verification.

01internal policies
02roles and responsibilities
03custody procedures
04operational security
05documentation
06business continuity
07periodic controls
08coordination with company professionals

Not sure which path to start from?

Tell us about your situation: we’ll point you to the most sensible entry point — even if the answer is “stop here for now”.