Private Client Program

Becoming a Private Client at Casa provides the highest level of comprehensive service and security available for Bitcoiners.

Casa Private Client is built for individuals who need more than just secure bitcoin storage. It provides a full-spectrum security plan covering your digital assets, personal privacy, and even real-world threats.

With a dedicated advisor, advanced security planning, and 24/7 emergency response, Private Client ensures you’re protected at every level. Private Clients receive all features of our Premium tier plan plus:

Personalized Security, Beyond Bitcoin

Dedicated Security Advisor

Your Casa advisor works with you one-on-one to design and maintain a comprehensive security plan that fits your needs. This includes setting up multisig vaults, improving digital privacy, planning for inheritance, and addressing potential physical security risks.

Our Most Flexible Multisig Setup

You get Casa’s most secure vault, a 5-key or 6-key setup, ensuring your bitcoin is always in your control while remaining protected from loss, theft, and fraud.

Comprehensive Security Planning

Private Client extends beyond bitcoin custody to protect all aspects of your digital security. Your advisor helps you implement:

  • Key management and inheritance planning to ensure long-term access to your assets
  • Device security best practices for laptops, phones, and tablets
  • Two-factor authentication upgrades to move away from SMS-based security
  • Private browsing and VPN recommendations to reduce online tracking and exposure
  • Encrypted email and messaging solutions to keep communications secure
  • Password management strategies for personal and family use
  • Data backup solutions for protecting critical information

Physical Security and Threat Mitigation

Security isn’t just about the digital world. Casa provides guidance on reducing real-world risks, including:

  • Best practices for traveling with bitcoin securely
  • Home security measures to prevent unauthorized access
  • How to assess and mitigate targeted threats
  • Strategies for maintaining financial privacy in an increasingly surveilled world

24/7 Emergency Response

If something goes wrong—whether it’s a lost key, a compromised account, or a security concern—Casa’s emergency response line is available anytime, anywhere to help you recover and take the next steps.

Exclusive Network & Private Events

Private Client members gain access to a trusted network of bitcoin professionals, security experts, and tax/legal advisor referrals. You’ll receive invitations to private events, expert-led discussions, and one-on-one consultations to stay ahead of evolving security threats.

A Complete Security Strategy, Built for You

Casa Private Client is for individuals who want a proactive and professional approach to security—not just for bitcoin, but for their entire digital and personal life.

At what amount should I consider becoming a Private Client? 

There is no minimum or maximum amount that customers can store on any of our plan levels.

That being said, we recommend becoming a Private Client for those holding in excess of $1,000,000 USD, or have specific needs regarding inheritance, or family/team funds management needs.

How do I become a Private Client?

You can become a Private Client and get started right away here:

Want to chat more about becoming a Private Client to see if it's right for you? You can book a call with our team here anytime.