Client notes
Voices from people who sat through inventory and rebalance worksheet sessions for their self-custody reserves.
Short notes
“The inventory session forced me to rename two devices that both said ‘blue ledger’ in my notebook. Embarrassing, but the later rebalance worksheet would have been wrong without that cleanup.”
— S. Wong, Sham Shui Po, cold-wallet inventory
“I wanted someone to watch me press buttons. They refused — politely — and instead timed each balance reading so I stayed careful. The worksheet still has coffee stains from that afternoon.”
— R. Patel, Discovery Bay, reserve rebalance worksheet
“Useful, though I wish we had scheduled a longer slot. Eight wallets meant we stopped before the stablecoin line was perfect; I booked a follow-up.”
— Anonymous, Central, reserve rebalance worksheet
Extended note — Mid-Levels family reserve
A couple arrived with three hardware wallets and a custodian statement from a recent partial exit. We opened with a handoff review, listing what had landed on which device. Two weeks later they returned for a rebalance worksheet. The second visit took longer because their target bands disagreed on ETH share; we wrote both proposals side by side so they could decide at home. They later said the dual-column page prevented an argument at the dinner table.
Extended note — Kowloon operations lead
An operations lead for a small family office needed an offline wallet tracker that junior staff could update without opening trading accounts. After inventory, we left colour-coded sheets and a quarterly rebalance template. Their mild reservation: the handwriting pace felt slow compared with a shared drive. They kept the paper anyway, citing fewer device unlocks between reviews.