Bitcoin Self-Custody Advisory

You've decided.
Now get
it right.

You're moving six figures into Bitcoin. So embrace the superpower of self-custody. Build an inheritance plan. Take true ownership of your wealth.

Do this once. Do it properly. There is no undo.

BOOK YOUR FREE DISCOVERY CALL →
2015
Long Bitcoin
7 FIG+
Client Capital Guided
200+
Episodes Published

The window to get this right is always now. Not because of the market. Because the events that make it matter never announce themselves in advance.

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You do not set up an inheritance plan after you are dead.

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You do not secure your seed phrase after it is lost.

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You do not build a cash reserve after volatility has already forced your hand.

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You do not sort custody after the exchange fails.

What Has Already Happened

I've helped people move over 7 figures of capital into sovereign Bitcoin self-custody.

J
Australia · 50s

Moved multiple 6 figures into Bitcoin self-custody. Stress-tested existing setup. Re-allocated within SMSF from a passive index tracker. Up-skilled along the way. Retirement sorted.

A
UK · 40s

Sold a business. Moved multiple 6 figures into Bitcoin self-custody. Voice note access as trusted sounding board when no one else understood. A nest egg for his son for life.

S
Australia · 60s

Moved multiple 6 figures into Bitcoin self-custody within a newly created SMSF. Got stuck at the app setup. Worked through it step by step. Recovery key in secure offline arrangement. Totally sovereign.

R
Australia · 40s

Sold an investment property. Took half the proceeds into Bitcoin via lump sum and DCA. Voice notes to pressure-test their thinking throughout.

B
Australia · 30s

Moved close to 6 figures into Bitcoin self-custody. Created an SMSF to do it. Inheritance plan included. Full multi-sig architecture. The ultimate buy and hold.

The Problem

Getting this wrong
is not an option.

Self-custody means total responsibility. There is no customer support line. No recovery option. No one to blame but yourself. Seed phrase gone, funds gone. Setup incorrectly, funds gone. Family cannot find it when you are gone, funds gone.

Most people who think they are set up correctly have at least one significant vulnerability. Single-sig when multisig is needed. No geographic distribution. No tested recovery process. No inheritance plan.

Beyond custody, there are the guardrails most people never build. No cash reserve means volatility forces your hand. No profit-taking framework means you ride it up and ride it back down. No cashflowing assets alongside Bitcoin means one bad year can make you a forced seller. Leverage up at the wrong time and your gains are gone.

Most of the people around you do not understand why you are doing this. That is normal. You are early. But it means the decisions land on you alone, often under pressure, without anyone to sense-check them.

The Sovereign fixes all of it.

The Journey

Wherever you are,
we start there.

The Sovereign is not a fixed curriculum. It is a bespoke engagement built entirely around your exact position.

01

You have Bitcoin on an exchange or in an ETF. You know you should move it. You have been meaning to for months. The process feels daunting and the stakes feel high.

02

You have some self-custody but you are not confident it is right. Single-sig setup. No inheritance plan. No one could find it if something happened to you.

03

You are moving serious capital and want the full architecture. Profit-taking framework. Cash reserve. Clean structuring via personal, business, or trust. Retirement, super, or pension allocation. The complete picture.

04

You are already set up but want it stress-tested by someone who has done it in size. Inheritance plan reviewed, because "what if?". You need to hear: you have done it correctly. Go.

How It Starts

Discovery call.

No forms, no spreadsheets, no sharing specific financial details with a stranger. Just a conversation. I want to understand your situation, and you get to understand how I work. If it is a fit, you become a client.

Three Engagements

We complete the discovery call, you decide how far to go.

Sorted

$444 usd

Clarity on your position.

Consider this a Bitcoin exposure audit. For anyone who wants an honest map of where they stand before deciding what to do next.

✓Burn, runway, liquidity needs, and duration insight
✓Stress tested: Bitcoin drops 50%, what do you actually do?
✓Summary of your vulnerabilities
✓Written recommended next steps
✓30 days voice note access
✓Private alumni community access
✓Jake's Bitcoin Intelligence Library

You leave knowing exactly where you are, what the gaps are, and what needs to happen next. Typically completed in one session.

Stacked

$844 usd

Get properly setup.

Full self-custody. For people ready to move Bitcoin off an exchange or ETF and into a setup they can trust. Everything in Sorted, plus:

✓Self-custody setup (hardware and software)
✓Multi-sig architecture
✓Seed phrase management
✓Geographic key distribution
✓Inheritance plan
✓Living document (your personal Bitcoin custody protocol)
✓60 days voice note access

You have Bitcoin in size. It needs to be stacked appropriately. Done once. Done well. Typically completed in 4 to 6 weeks.

Sovereign

$1,444 usd

The complete architecture.

For people moving serious capital who want the whole picture: custody, strategy, structure, and the psychological frameworks to hold through anything. Everything in Stacked, plus:

✓Pension, super, or retirement fund analysis
✓OTC desk introduction for large orders
✓Banking rail analysis
✓Profit-taking framework (when and how much)
✓Cash reserve architecture
✓Cash-flowing strategy
✓Capex decision making framework
✓Family "what if" training session
✓Will language review and referrals
✓Full tax efficiency review and referrals
✓Annual custody review alert
✓12 months key management
✓90 days voice note access

You want the complete picture. Not just sovereign Bitcoin, but every guardrail in place. Typically completed in 8 to 12 weeks.

If you enjoy Sorted, $444 goes towards Stacked. If you enjoy Stacked, $844 goes towards Sovereign.

BOOK YOUR FREE DISCOVERY CALL →
Why It Works

Every client receives a bespoke living document: their personal Bitcoin custody protocol. It explains the recommended setup, why it was chosen over the alternatives, what to do if a key is lost, and what happens if they are gone tomorrow. It is the treasure map. Print it. Put it in trusted hands.

This is not theory. It is the exact process used with every client referenced above, refined from real engagements, with real capital.

Why Jake

My father died suddenly when I was 20. What has followed is 17 years of figuring out what to do, and almost more importantly, what not to do, with my inherited capital. I have invested across crypto, equities, real estate, and Bitcoin.

Importantly for you, I have guided people with over 7 figures of capital into sovereign Bitcoin self-custody over the years. I have now produced 200+ episodes of Bitcoin content across five podcasts.

In 2026 I took a 65% drawdown, publicly. It was brutal, but I am still building, and still convicted. The mistakes are documented, and these frameworks are what have risen out from the ashes.

There are good Bitcoin custody consultants out there. But have the people guiding you actually moved capital in size, multiple times, in both directions? I have. That is the difference.

The AI Question

AI can give you the instructions. It can explain self-custody, and walk you through a multi-sig setup. The information is free. Perhaps it has always been free.

But information is not the bottleneck. You already know you should sort this. You have known for months. Maybe years.

The moment that matters is when you are staring at a hardware wallet with six figures on it, your finger hovering over confirm, and you need someone who has pressed that button, with real money, in real fear, multiple times, to tell you: you have done it correctly. Go.

That is not something AI can give you.
That is The Sovereign.

The Guarantee

So strong it is unreasonable.

If you complete the Audit, show up to every session, and implement what we build together, and you do not feel your Bitcoin sovereignty is fundamentally transformed, I will refund every dollar.

The only way this does not work is if you do not. And if you are moving six figures into Bitcoin, you are not the kind of person who does not do the work.

Common Questions
Is this financial advice?

No. I am not licensed to give personal financial advice, and never intend to be. The Sovereign provides education, frameworks, and lived experience. You make every decision. I share what worked for me.

Do I need to share my finances before the call?

No. The discovery call is a conversation. You share what you are comfortable sharing. Even in the Sorted Bitcoin exposure audit we can talk in percentages instead of absolute numbers if you prefer.

I already have some self-custody. Is it worth it?

Almost certainly. Most people who think they are set up correctly have at least one significant vulnerability. Complete Sorted and we will find the gaps. Most people are surprised by what it finds.

What about compliance and tax?

I work alongside your existing accountant and lawyer, and refer you to Bitcoin-native specialists where needed. Building a team around you that you trust is key.

Why voice notes?

Audio notes on Signal fit into my day, span timezones, and keep quality conversation going. A 3-minute voice note gives 3x more value than a 3-page email.

Why not just use AI?

You can follow the instructions. AI cannot tell you which of the seventeen things you are about to get wrong. It has not pressed the button with real money.

You've decided.
Now get it right.

The discovery call is free. The conversation takes 30 minutes.

BOOK YOUR FREE DISCOVERY CALL →

Bespoke to your situation · Application reviewed before confirmation

Copyright Jake Woodhouse 2026. Jake Woodhouse does not hold an AFSL or equivalent financial services licence. Everything provided through The Sovereign represents personal experience, education, and frameworks, not licensed financial advice. You make your own financial decisions and remain solely responsible for them. Consider your own circumstances and consult a licensed financial adviser for regulated advice.