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PRIVATE DIGITAL ESTATE PERIMETER DIAGNOSTIC

Aegis Risk Architecture // Strategic Intake Portal

Classification: Private & Confidential Portfolio Diagnostic

Target Matrix: Premium Personal Estates, Family Offices, and Private Wealth Allocations

This diagnostic framework evaluates the physical safeguards, legal insulation layers, and execution postures of high-net-worth digital asset estates. Please assess your personal environment against the following operational vectors. Your responses establish the baseline configuration required to deploy and maintain capital within decentralized networks with absolute structural confidence.

⚠️ SECURITY MANDATE: This portal is a secure, out-of-band communication layer. Do not input active private keys, master seed recovery phrases, or live account passwords. Aegis will never ask for your private credentials.

SECTION 1.0: ESTATE PROFILE

Field 1.1: Asset Ownership Structure
How are your digital asset portfolios and exchange accounts legally titled?

Field 1.1: Asset Ownership StructureHow are your digital asset portfolios and exchange accounts legally titled?

Individual Ownership: Held entirely under my personal legal name.

Standard Asset Shield: Structured under a basic single-member LLC, personal trust, or holding entity.

Multi-Jurisdictional Wrapper: Distributed across specialized asset-protection trusts or multi-tiered entity structures.

Private Family Office / Multi-Member Family Trust Configuration

Field 1.2: Target Allocation Layer
What is the estimated scale of your current digital asset estate (or your intended capital deployment size over the next 90 days)?

Field 1.2: Target Allocation LayerWhat is the estimated scale of your current digital asset estate (or your intended capital deployment size over the next 90 days)?

Structural Planning Phase: Currently holding a minor baseline, but actively evaluating or preparing a meaningful 6-figure+ allocation blueprint.

Tier I Preservation Layer: Designing safeguards for a $500,000 – $2,000,000 digital asset footprint.

Tier II Core Estate: Managing a $2,000,000 – $10,000,000 digital asset footprint.

Tier III Sovereign Estate: Hardening an enterprise-scale control layer exceeding $10,000,000.

SECTION 2.0: THE 11 PROTECTION VECTORS

CATEGORY A: DEVICE SEGREGATION & ACCOUNT HARDENING

Question 1: Account Access & Login Security (Vector 11)
Is access to your primary email accounts, security domains, and crypto exchange logins protected exclusively by physical, hardware security keys (like a YubiKey), with all fallback SMS text-message and standard mobile-app codes completely disabled?

Question 1: Account Access & Login Security (Vector 11)Is access to your primary email accounts, security domains, and crypto exchange logins protected exclusively by physical, hardware security keys (like a YubiKey), with all fallback SMS text-message and standard mobile-app codes completely disabled?

Gold Standard: 100% hardware-bound keys required. No mobile app or SMS fallback options exist.

Fragmented: Protected by authenticator apps (Google Authenticator, 1Password) or cloud-synced passwords.

Exposed: Standard SMS text-message verification allowed, or identical passwords reused on legacy accounts.

Question 2: Home Network & Smart-Device Security (Vector 11)
Is the local Wi-Fi and network infrastructure at your primary residence isolated so that your financial execution computers are separated from smart-home IoT devices (cameras, appliances) and domestic staff networks?

Question 2: Home Network & Smart-Device Security (Vector 11)Is the local Wi-Fi and network infrastructure at your primary residence isolated so that your financial execution computers are separated from smart-home IoT devices (cameras, appliances) and domestic staff networks?

Gold Standard: My core financial terminal is completely isolated on a dedicated, firewall-segmented network branch.

Fragmented: Standard guest Wi-Fi separation is active, but lacks hardware-level firewalls.

Exposed: All home smart-devices, family laptops, televisions, and trading terminals share a single, unified local network.

Question 3: Device Isolation & Lifestyle Cross-Contamination (Vector 11)
Do you use a dedicated, single-purpose computer exclusively for your digital asset interactions, or do you use the same machine for daily personal use (web browsing, general file downloads, personal communication)?

Question 3: Device Isolation & Lifestyle Cross-Contamination (Vector 11)Do you use a dedicated, single-purpose computer exclusively for your digital asset interactions, or do you use the same machine for daily personal use (web browsing, general file downloads, personal communication)?

Gold Standard: The machine used for asset access is clean, restricted, and never used for casual internet browsing.

Fragmented: I use hardware keys to sign transfers, but the transactions occur on my daily-use personal computer.

Exposed: Active fund management occurs on the same machine used for daily personal emails, web surfing, and file downloads.

CATEGORY B: VAULT GOVERNANCE & PHYSICAL SAFEGUARDS

Question 4: Physical Key & Backup Permanence (Vector 5)
Are your backup master recovery phrases stored on forensic-grade, fireproof, and indestructible stainless steel mediums, or do they exist on vulnerable paper or digital structures?

Question 4: Physical Key & Backup Permanence (Vector 5)Are your backup master recovery phrases stored on forensic-grade, fireproof, and indestructible stainless steel mediums, or do they exist on vulnerable paper or digital structures?

Gold Standard: Master recovery backups are engraved on heavy steel plates and stored securely.

Fragmented: Backups are written down on paper and stored in a home safe or a traditional bank safety deposit box.

Exposed: Stored digitally (saved in screenshots, a cloud Notes app, unencrypted text files, or password managers).

Question 5: Geographic Threshold Isolation (Vector 5)
Are your physical backup keys and hardware signing devices geographically separated across distinct, secure locations, or are they concentrated in your immediate living/working environment?

Question 5: Geographic Threshold Isolation (Vector 5)Are your physical backup keys and hardware signing devices geographically separated across distinct, secure locations, or are they concentrated in your immediate living/working environment?

Gold Standard: Backups are strategically distributed across non-correlated, secure physical vaults across multiple locations.

Fragmented: Backups are split into separate rooms or separate vaults within the same house or corporate office building.

Exposed: All hardware wallets, backup sheets, and primary pins are located in the same room or immediate desk environment.

Question 6: Physical Duress & Decoy Protections (Vector 5)
Does your offline cold-storage setup integrate advanced "Duress Logic" (such as an un-revealed, hidden 25th-word passphrase or decoy PIN) to safely hide your primary capital base in the event of local targeted coercion or extortion?

Question 6: Physical Duress & Decoy Protections (Vector 5)Does your offline cold-storage setup integrate advanced "Duress Logic" (such as an un-revealed, hidden 25th-word passphrase or decoy PIN) to safely hide your primary capital base in the event of local targeted coercion or extortion?

Gold Standard: The core wealth layer is hidden within an invisible vault partition, leaving a fully funded decoy layer visible to satisfy physical extraction risks.

Fragmented: Hardware wallets are stored away, but accessing the device immediately exposes the entire estate's balance.

Exposed: Assets live on accessible mobile wallets or centralized mobile apps with single-factor entry paths.

CATEGORY C: ENTITY INSULATION & LEGAL COMPLIANCE

Question 7: Legal Estate Titling & Personal Liability (Vector 4)
Are your cryptocurrency exchange endpoints and on-chain wealth structures registered directly under asset-protection shields, or are they tied to your personal legal identity?

Question 7: Legal Estate Titling & Personal Liability (Vector 4)Are your cryptocurrency exchange endpoints and on-chain wealth structures registered directly under asset-protection shields, or are they tied to your personal legal identity?

Gold Standard: 100% of holdings and accounts are legally titled under specialized asset-protection entities or trusts.

Fragmented: Split inconsistently between personal names and generic personal operating structures.

Exposed: Titled entirely under my personal legal name, exposing the digital asset estate to direct personal liability and public cross-examination.

Question 8: Source of Wealth Verification Readiness (Vector 8)
Is your historical crypto-purchasing data, banking transfer record, and transaction history forensically compiled into a single, machine-readable dossier to instantly resolve sudden exchange compliance checks?

Question 8: Source of Wealth Verification Readiness (Vector 8)Is your historical crypto-purchasing data, banking transfer record, and transaction history forensically compiled into a single, machine-readable dossier to instantly resolve sudden exchange compliance checks?

Gold Standard: A complete Source of Wealth (SOW) verification dossier is maintained and ready for immediate deployment.

Fragmented: Transaction data exists across scattered historical bank ledgers and exchange exports, but lacks uniform forensic matching.

Exposed: No formal tracking or source accounting has been done. Large transfers run the risk of immediate automated compliance freezes.

CATEGORY D: LIQUIDITY CONDUITS & TRANSACTION SAFETY
Question 9: Counterparty Diversification & Banking Access (Vector 4)
Is your active liquid wealth distributed across multiple independent exchange desks and distinct crypto-friendly banking partners to insulate your estate from sudden single-platform freezes?

CATEGORY D: LIQUIDITY CONDUITS & TRANSACTION SAFETYQuestion 9: Counterparty Diversification & Banking Access (Vector 4)Is your active liquid wealth distributed across multiple independent exchange desks and distinct crypto-friendly banking partners to insulate your estate from sudden single-platform freezes?

Gold Standard: Asset operations are partitioned across multiple trading venues and backup banking rails.

Fragmented: All liquidity routes through a single major exchange, creating an absolute single point of operational failure.

Exposed: Core capital lives permanently on a single venue or active hot wallet with no external banking redundancy established.

Question 10: Private Trade Execution & Data Leakage (Vector 9)
When moving wealth between private vaults or executing large reallocations, are your transactions routed through private network nodes to shield your intentions from predatory public trackers and front-running bots?

Question 10: Private Trade Execution & Data Leakage (Vector 9)When moving wealth between private vaults or executing large reallocations, are your transactions routed through private network nodes to shield your intentions from predatory public trackers and front-running bots?

Gold Standard: 100% of on-chain operations run through private data tunnels, masking transactions from public tracking.

Fragmented: Partial use of specialized trading desks, but casual transfers remain visible on public network ledgers.

Exposed: Standard public network routing leaves high-value transaction patterns open to public tracking and execution slippage.

Question 11: Emergency Rescue Runbooks & Capital Latency (Vector 10)
Does your estate possess a hardcoded, step-by-step physical and technical action blueprint to instantly pull capital out of a compromised custody venue or protocol into an offline vault during a live market crisis?

Question 11: Emergency Rescue Runbooks & Capital Latency (Vector 10)Does your estate possess a hardcoded, step-by-step physical and technical action blueprint to instantly pull capital out of a compromised custody venue or protocol into an offline vault during a live market crisis?

Gold Standard: A documented, tested emergency evacuation runbook is active, allowing for capital protection inside of 60 seconds.

Fragmented: A plan exists conceptually, but executing it requires manual address retrieval, hardware configuration, and substantial processing delays.

Exposed: No emergency plan. Capital rescue would be entirely reactive, slow, and dependent on manual execution during high-stress market anomalies.