Engagement

Digital Asset Inventory Audit

A structured pass over wallet inventories, cold storage records, and custodian account lists before a reporting cycle begins.

Purpose

An inventory audit clarifies what exists before a full reporting pack is commissioned. We verify that wallet lists, hardware-device notes, and custodian account names match the family’s own entity map.

Included

  • Checklist-driven review of provided inventories
  • Flagging of orphan wallets, unnamed accounts, and duplicate entries
  • A findings memo with recommended cleanup before reporting begins

Excluded

  • Recovering lost keys or interacting with live wallets on your behalf
  • Continuous inventory maintenance after delivery

Next step

Ask for an inventory audit on the contact form if your wallet list has not been reviewed in more than a year.