Allocation Architecture
Sizing, structure, and the role the position plays in the portfolio.
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Licensed RIA · Oregon CRD 306768
For family offices and advisers who need to establish, size and govern a Bitcoin position for the long term.
Schedule a ConversationLicensed RIA · Oregon CRD 306768
Architecture-first, no advocacy
Governance designed across generations
Three books, three white papers

BOOK ONE · PUBLISHED 2026
This book is a framework for family offices working through a first Bitcoin allocation or refining an existing position. It covers the monetary history that makes Bitcoin relevant to multigenerational wealth, the portfolio architecture questions a family office needs to answer before establishing a position, and the governance considerations that determine whether an allocation is sustainable across a generation change. It is written for principals and investment officers who need analytical rigor, not advocacy.
Published 2026. Foreword by Richard Wilson, founder of the Family Office Club.
Advisory
A clear operating structure for the investment, the people responsible for it and the decisions that follow.
Sizing, structure, and the role the position plays in the portfolio.
Learn moreWho holds the keys, who can move them, and what happens in a generation change.
Learn moreRebalancing, disclosure, reporting, and review against the original mandate.
Learn moreUpcoming webinar
A practical, in-depth discussion on Bitcoin allocation for family offices and RIAs. The next session covers the current market landscape, institutional adoption, and how to build a disciplined, long-term strategy.
Thursday, November 5, 2026
10:00 AM Pacific · One hour, including Q&A
Frequently asked questions
There is no universal percentage that fits every family office. Sizing should follow the role the position is meant to play, the portfolio’s liquidity and concentration needs, the family’s time horizon and the governance capacity available to oversee it.
Institutional structures may combine a qualified custodian, documented operating procedures, separation of duties and, where appropriate, multisignature controls. The right design depends on ownership, access, liquidity, compliance requirements and who must be able to act during a transition.
That is a portfolio-specific question, not a category label. A conservative portfolio may still need to evaluate Bitcoin carefully, including whether a small position would change overall risk, liquidity or governance; the conclusion may be an allocation, a watchlist or no position.
Three books and three white papers, written for serious capital and available to start the conversation.

BOOK

BOOK

BOOK

WHITE PAPER

WHITE PAPER

WHITE PAPER
Direct answers to the questions that shape a governed Bitcoin allocation.
It has a defined role in the portfolio, a documented mandate, clear sizing logic and an agreed review process. It also specifies custody, decision rights, reporting and what happens when the family, adviser or operating context changes.
There is no universal percentage that fits every family office. Sizing should follow the role the position is meant to play, the portfolio’s liquidity and concentration needs, the family’s time horizon and the governance capacity available to oversee it.
Institutional structures may combine a qualified custodian, documented operating procedures, separation of duties and, where appropriate, multisignature controls. The right design depends on ownership, access, liquidity, compliance requirements and who must be able to act during a transition.
That is a portfolio-specific question, not a category label. A conservative portfolio may still need to evaluate Bitcoin carefully, including whether a small position would change overall risk, liquidity or governance; the conclusion may be an allocation, a watchlist or no position.
It is treated as a decision that must remain legible across people and time. The mandate, ownership, authority, custody arrangements, reporting and review triggers should be documented so the next generation can understand both the rationale and the limits.
The work starts with fiduciary process rather than a conclusion. Veritas Bitcoin Strategies is a licensed RIA focused on institutional analysis, risk management, governance and fit; it does not rely on price predictions, promotional language or a required Bitcoin outcome.
It begins with a conversation about the current situation: whether a position exists, what decision is in front of the family or adviser, and which people need to be involved. From there, the work can be scoped around architecture, custody, governance or ongoing oversight.
Yes. A first allocation can be evaluated without assuming it should happen. The process can clarify the portfolio role, risks, operating requirements and governance questions so the family can make a documented decision.
No. The firm does not provide tax or legal advice. Those questions should be addressed with the family’s qualified tax and legal advisers, while Veritas Bitcoin Strategies focuses on allocation architecture, governance and investment oversight.
Ongoing oversight reviews the position against its original mandate. It can include rebalancing discipline, reporting, disclosure, custody review and a periodic check that the governance model still matches the family’s people, portfolio and objectives.

Founder
Family Office Bitcoin was founded because the Bitcoin conversation most investors were having was not the one they needed to have. What passed for institutional analysis was either advocacy or avoidance. The work is serious because the capital is serious.
A 30-minute conversation to understand the current situation and whether there is a genuine fit. No pitch.
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Free educational copy
This is a practical implementation guide for families and advisers working through how to size, structure and govern a Bitcoin position. This will be sent directly to your inbox.