Annual Hold Planning
Map your review calendar, backup rotation, and documentation habits for the year ahead.
What you receive
A one-page annual hold plan covering suggested review dates, backup rotation reminders, and a list of documents to update after major life events (address changes, new devices, inheritance planning conversations).
Who benefits
Holders managing family-held assets, multi-signature arrangements, or positions they intend to hold for five or more years without frequent trading activity.
Booking
Contact us with your current review frequency and number of storage locations. We tailor the plan during a single hour-long conversation.