Who benefits
Holdings that receive periodic contributions, rotate signatories annually, or add new derivation indices after each funding round. If your last worksheet update was more than six months ago, a reconciliation session prevents silent drift between paper and chain.
Each session covers
- Review of new addresses since last worksheet edition
- Balance column updates from your provided snapshot
- Signatory change documentation if roles shifted
- Amendment log entries with date and authorizing party
- One refreshed working copy delivered same day
Scheduling
Sessions are booked quarterly on a retainer basis or ad hoc. Retainer clients receive priority scheduling within five business days of request.
Next step
Enroll in quarterly reconciliation or book a single catch-up session.