Client Records & Testimonials
What trustees and family fiduciaries say about our custody binders and inventory sessions.
Testimonials
Our family trust held keys on two Trezors and a Coldcard spread across three cities. Content Brook Way mapped every device and wrote recovery steps my sister — who has never owned cryptocurrency — could follow during my father's hospitalisation. The binder sat in our solicitor's safe until we needed it.— Soo-yeon Han, co-trustee, Seoul · Shared Custody Documentation Package
The inventory session found a Ledger we didn't know existed — tucked inside a book safe in the study. Yuna photographed everything without asking us to plug anything in. The report became appendix C of our main binder. Took a full day, but worth the wait.— Dong-wook Lee, estate executor, Gwangju · Offline Wallet Inventory Session
I was named successor trustee with zero context. The two-hour briefing covered what I needed to know and nothing I didn't. Jae-hoon sent a written summary I still reference. I would have preferred the session in English only rather than bilingual notes, but the content itself was thorough.— Rachel Morrison, incoming trustee, Busan · Trustee Briefing Consultation
We commissioned a binder after a messy divorce left custody split between two signers who no longer speak. Min-seok's team documented the arrangement neutrally — no sides taken, just facts. The handover checklist section prevented a dispute when one party moved abroad.— Ji-woo Park, family office administrator, Daegu · Shared Custody Documentation Package
Extended case: The Kim estate handover
Situation: Three siblings inherited a 2-of-3 multisig arrangement held across a Ledger Nano X, a Coldcard Mk4, and a paper backup in a bank vault. The eldest sibling lived in Gwangju; the other two were in Seoul and Vancouver.
Engagement: Shared Custody Documentation Package with two on-site inventory sessions and a trustee briefing for the Vancouver-based sibling via video.
Timeline: Intake in March, on-site inventories in April, draft review in May, final delivery in June — five weeks total.
Outcome: All three siblings signed the draft verification form. The bound binder was deposited with the family’s solicitor. When the Vancouver sibling visited in August, she completed a handover checklist (section 7 of the binder) and assumed signing duties without any device being connected to a network during the entire process.
Client note: “The glossary appendix with Korean annotations was essential for our mother, who reads the binder but does not use the devices herself.” — Eldest sibling, name withheld by request.
Extended case: Corporate fiduciary inventory
Situation: A Gwangju-based fiduciary firm accepted a client with six hardware wallets stored across two office safes and a home study. No prior inventory existed.
Engagement: Two Offline Wallet Inventory Sessions (8 devices each, though only 6 were found) plus a condensed custody binder focused on device inventory and signer matrix.
Outcome: The fiduciary discovered one device listed in the client’s notes had been replaced two years earlier — a discrepancy that would have caused confusion during the next audit cycle. The inventory report now forms part of their annual compliance file.
These records reflect specific engagements and outcomes. Results depend on the complexity of each custody arrangement. Contact us to discuss your situation.