Client Accounts

What clients describe

The accounts below are drawn from session feedback with identifying details changed. They reflect the range of situations we encounter — from first-time hardware wallet holders to long-term cold storage practitioners.

Treasury review before emigration

Client: Couple, mid-40s, relocating from Busan to Auckland
Session: Treasury Custody Review
Situation: Three hardware wallets, two metal backups, one paper copy in a relative’s home. No written instructions.

We assumed our setup was fine because nothing had gone wrong in eight years. The review revealed that our metal backups were stored in the same fire safe as one of the devices, and our relocation plan did not account for customs inspection of the safe itself. The written report gave us a ranked action list we completed before our move. My wife appreciated that the adviser spoke plainly about what could go wrong without being alarmist.

— K.L., Treasury Custody Review, March 2025

Inherited device, unknown passphrase

Client: Adult child, late 30s, Seoul
Session: Offline Wallet Audit Walkthrough
Situation: Father’s hardware wallet found after his death; passphrase unknown; device appears functional.

I came in expecting someone to crack the device. Instead, the adviser helped me document what we knew, what we did not know, and what options existed for the estate attorney. The session did not recover the passphrase — that was never promised — but I left with a memo I could hand to the lawyer instead of vague descriptions.

— S.P., Offline Wallet Audit Walkthrough, January 2025

First hardware wallet setup

Client: Professional, early 50s, Daegu
Session: Hardware Wallet Planning (remote)
Situation: Moving a portion of exchange-held assets to cold storage for the first time.

The planning session gave me a written procedure I followed alone at home over a weekend. I appreciated that the adviser never asked to watch me enter my seed words. One reservation: the remote format made it harder to show the fire safe I was considering, so I had to send photos instead.

— J.W., Hardware Wallet Planning, November 2024

Successor briefing for adult children

Client: Retired engineer, 68, Busan
Session: Successor Briefing (two adult children attended)
Situation: Written custody instructions prepared but never shared; children unaware of the extent of cold storage holdings.

My children thought I was being secretive about investments. The briefing session, which I authorised but did not attend, let them understand the custody document without seeing any keys. One child said it was the first time the instructions made sense. The other found the session emotionally difficult, which I had expected.

— T.H., Successor Briefing, August 2024

Multi-device complexity

Client: Small business owner, 40s, Busan
Session: Treasury Custody Review + follow-up walkthrough
Situation: Four hardware devices across two brands, passphrase on two of four, business and personal separation unclear.

The initial review took the full two hours and the report was eight pages. Some recommendations were obvious in hindsight; others — like the firmware mismatch between devices — I would not have caught myself. Follow-up walkthrough for one device was booked separately and felt necessary rather than upselling.

— R.M., Treasury Custody Review, June 2024

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