Catalyst Apex LLC · Wyoming
Catalyst Apex helps families and business principals structure the orderly transfer of non-traditional assets across generations — with the rigor of a professional engagement and the clarity a traditional estate plan alone cannot provide.
The Inheritance Protocol Schedule a ConsultationWho We Are
Catalyst Apex LLC is a Wyoming limited liability company founded to deliver structured planning and education to families and business owners navigating the transfer of modern, digitally-held asset holdings across generations.
We operate as a professional services firm. Every engagement begins with a signed engagement letter and a defined scope of work. We do not manage assets, hold client funds, or transact on behalf of clients. Our role is advisory, educational, and documentary.
The Inheritance Protocol has a two-year delivery history. Catalyst Apex LLC was incorporated in April 2025 to formalize and expand it. No refund requests to date. Clients leave each engagement with a complete, transferable file — one their attorneys, accountants, and fiduciaries can act on directly.
Our Core Service
A structured program for families and business owners who need a documented, transferable plan for the intergenerational handoff of non-traditional holdings. Four modules. A formal engagement process. A complete deliverable file at close.
A comprehensive audit of all holdings across account types, legal entities, and custody structures. Deliverable: a formatted inventory document prepared for inclusion in an estate plan.
Analysis of applicable transfer mechanisms and operational handoff protocols. Deliverable: a written transfer structure memo for review by the client's legal and fiduciary advisors.
A structured curriculum delivered to designated beneficiaries covering access procedures and ongoing custody obligations. Deliverable: a beneficiary orientation guide and documented session record.
How We Work
No informal arrangements. Every engagement starts with a signed letter and a defined scope. Payment is collected in full at engagement start. Two years of program history. No refund requests to date.
The Problem We Solve
Wills, trusts, and standard beneficiary designations were designed for a world of bank accounts, brokerage holdings, and real property. A meaningful and growing portion of household wealth now exists in forms those structures were not designed to address.
Attorneys and financial planners do excellent work within their domains. Catalyst Apex occupies the space they are not equipped to fill: structured, documented guidance on the planning and transfer of digital holdings — including Bitcoin and other digital assets — translated into formats legal and fiduciary professionals can act on directly.
Multi-generational households where one or more principals hold assets in non-traditional structures that surviving heirs may not know how to locate, access, or transfer without proper preparation.
Principals of closely held companies who require formal succession documentation for assets outside the company's capitalization table — handled with the same rigor as any other corporate planning matter.
Get Started
Engagements are accepted by inquiry. Use the form to introduce yourself and describe your situation. We will respond within two business days to schedule an intake call.
Schedule a Consultation