For spouses, children and heirs
If someone you love holds crypto, one day you may be the one asked to explain it.
When crypto passes to a family, the bank asks the heirs for its Source of Wealth: where it came from. Without a record, that question arrives at the worst moment, and the one person who knows the answer is no longer there to give it. DataPatrimony records the answer now, while they can still give it, and keeps it safe until the day you need it.
What the bank asks the heirs
- Which exchanges were used, and when
- Where the first purchase was funded from
- How today's holdings trace back to it
- Whether the gains were declared
Together, this is the Source of Wealth: the same questions the holder would have been asked, put to people who were never there.
Without a record
What a family meets when the history is missing.
Funds on hold
A bank that cannot establish where wealth came from cannot credit it. It must decline, and in many cases it is obliged to report the attempt.
An estate that will not settle
Crypto whose origin cannot be shown is something a notary cannot settle cleanly and a bank will not credit.
Specialists, paid by the family
Rebuilding years of history from fragments means weeks of specialist work, and the invoice goes to you.
How to raise it
It is their decision. Here is how to raise it.
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Start from what is already in place
Many holders have already arranged how their keys pass on, with services such as Casa, Unchained or Nunchuk. Others hold through an institutional custodian, where there are no keys to pass at all. Either way, the bank will still ask how the wealth was formed. What is missing is not a key but a map: one that runs back in time to how the wealth was built.
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Start with care, not with money
You are not asking what they own. You are asking that, one day, you can show it was theirs.
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Their privacy stays theirs
The record is sealed with a key they hold. You see nothing unless and until they decide you should.
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Let someone neutral explain
A consultation with the case lead, or a word from the family notary, is often easier than a conversation across the kitchen table.
A few ways to begin
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“You have sorted the keys. Have you sorted the story of how it was built?”
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“I do not need to know what you hold. I would like to know that, if something happens, we can show a bank where it came from.”
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“You are the only one who knows how this was built. Would you put it down somewhere safe, while it is still easy?”
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“There is a service that keeps the record sealed, with the key in your hands. Would you read the brief?”
Three ways to help
You cannot start it for them. You can make it easy to say yes.
Share the brief
A private ten-minute read, written for the holder. Forward it yourself; it asks nothing of them.
Thank you. The brief will be sent to the email address you entered.
A joint consultation
Book a private consultation for the two of you. The case lead explains the service and answers their questions. The holder decides.
Ask the family notary
Notaries see these estates. Many prefer to raise the subject themselves, in their own words, as part of succession planning.
ChainComply never contacts your relative unless they ask it to.
If they go ahead
What you receive, and what stays theirs.
What you receive
- Named as a successor, if they choose
- A handover letter telling you, or your notary, exactly what to do
- When the time comes, the record refreshed to that date and delivered to your bank or notary
- A case desk that answers your bank's questions, as it would have answered theirs
What stays theirs
- The key to the record
- What you receive, and when
- Everything in the record until the moment they define
- The decision to start, and to stop
The engagement is the holder's.
EUR 4,900 + VAT for the first year, then EUR 1,900 a year. A family member may pay for it as a gift; the engagement and the key remain the holder's.
Help them leave you a record, not a puzzle.
Get the brief to share with themShare the brief, or arrange a consultation together. The holder decides; ChainComply never contacts them unless they ask.