Account Segmentation Mapping

Focused work that separates family crypto holdings by purpose, access holder, and inheritance risk — useful when the inventory already exists but the structure does not.

Duration

2–2.5 hours

Format

In-person or structured video desk session

Location

Hong Kong or remote by agreement

Fee basis

Fixed fee from HK$2,600

Purpose

When a family already knows which accounts exist but not how to describe them to an executor, segmentation mapping creates clear buckets: day-to-day spend, long-hold cold storage, jointly watched accounts, and anything tied to a business. Mixing those categories is what makes inheritance notes unreadable.

Included

Review of your existing list or notes
Proposed segment labels suited to your household
Access-holder column for each segment
Written map you can attach to an inheritance pack

Excluded

Trading strategy, tax filing, and legal drafting. We will flag obvious documentation gaps; we will not invent accounts you have not disclosed.