Our framework
Every reserve segregation engagement follows four stages. The sequence is fixed; the depth at each stage adapts to your custody complexity.
Inventory & intake
You complete our reserve inventory questionnaire covering every wallet, account, and custody arrangement. We review existing board policies, chart of accounts entries, and any prior segregation documents. This stage typically takes three to five business days depending on how organised your records are.
Discovery & mapping
In a 90-minute working session, we map each custody arrangement to a proposed reserve category. We identify gaps between stated purpose and actual access patterns, document signing authority, and agree on reconciliation frequency. Sessions are held at our Buk-gu office or via secure video.
Draft & documentation
We produce the segregation plan with reconciliation procedures, escalation paths, and board-reporting templates. The draft is delivered within five business days of the discovery session. You review independently before the second working session.
Review & finalisation
In the second 90-minute session, we walk through the draft, incorporate your feedback, and finalise the deliverable. One round of written revisions is included. The final document is delivered as signed PDF and editable source.
Companion reference
For founders who want a portable reference alongside the written plan, we maintain a companion guide available through the Microsoft Store.
Ready to begin?
Request a segregation plan or contact us to discuss your reserve structure.