Annual Rebalancing Record Session
A four-hour working session producing a tamper-evident bound record of your cold portfolio allocations, trades, and rebalancing rationale for the year.
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Professional record-keeping sessions for manually managed cold storage portfolios — baseline capture, drift checks, and year-end bound records.
Estate Handover Record Pack
A structured documentation bundle for heirs or executors explaining device labels, backup locations, and rebalance history.
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Mid-Year Drift Reconciliation
Compare your handwritten trade log against current cold-wallet balances at the six-month mark.
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Opening Snapshot Documentation
Establish a dated baseline record of your cold portfolio allocation before your first annual rebalance cycle.
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