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Licensed RIA · Oregon CRD 306768

Governed Bitcoin allocation for multigenerational wealth.

For family offices and advisers who need to establish, size and govern a Bitcoin position for the long term.

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Licensed RIA · Oregon CRD 306768

Architecture-first, no advocacy

Governance designed across generations

Three books, three white papers

Who this is for

Bitcoin and the Family Office cover

BOOK ONE · PUBLISHED 2026

Bitcoin and the Family Office

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

What the work looks like

A clear operating structure for the investment, the people responsible for it and the decisions that follow.

Allocation Architecture

Sizing, structure, and the role the position plays in the portfolio.

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Custody and Governance

Who holds the keys, who can move them, and what happens in a generation change.

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Ongoing Oversight

Rebalancing, disclosure, reporting, and review against the original mandate.

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Upcoming webinar

Monthly live webinar — free, with live Q&A.

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

Market outlook & adoption trendsWhere we are, and what to watch next.
Institutional-grade custodySecurity, compliance and operating best practices.
Portfolio constructionHow to size and manage Bitcoin in a family office.

Frequently asked questions

Common questions from family offices and RIAs

How should a family office size Bitcoin?

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.

What custody structures work for institutions?

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.

Is Bitcoin appropriate for a conservative portfolio?

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.

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Frequently asked questions

Direct answers to the questions that shape a governed Bitcoin allocation.

What does a governed Bitcoin allocation look like?

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.

How should a family office size Bitcoin?

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.

What custody structures work for institutions?

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.

Is Bitcoin appropriate for a conservative portfolio?

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.

How is Bitcoin treated in a multigenerational governance framework?

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.

What makes Family Office Bitcoin different from an advocacy firm?

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.

What does an advisory engagement begin with?

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.

Can you advise a family office that does not yet own Bitcoin?

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.

Do you provide tax or legal advice?

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.

How does ongoing oversight work?

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.

Eric Runge, founder of Veritas Bitcoin Strategies

Founder

Eric Runge

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.

Is your Bitcoin allocation governed?

A 30-minute conversation to understand the current situation and whether there is a genuine fit. No pitch.

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