Advisory
We help family offices and RIAs establish, size and govern a Bitcoin position with institutional rigor and no advocacy requirement.
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The advisory question is rarely only whether to own Bitcoin. It is how a position fits the portfolio, who is responsible for it and how the decision remains understandable as people and circumstances change.
Sizing, structure, and the role the position plays in the portfolio. We work through liquidity, concentration, time horizon, existing exposures, review triggers and the language needed to explain the allocation to an investment committee or family member. The output is a decision structure, not a universal percentage.
Who holds the keys, who can move them, and what happens in a generation change. We help define authority, operating procedures, separation of duties, reporting expectations and the questions that belong with qualified legal and tax advisers.
Rebalancing, disclosure, reporting, and review against the original mandate. Oversight is a way to keep the allocation connected to the reason it was approved, including when the family’s people, portfolio or operating context changes.
How an engagement works
Understand the current situation: the position, the decision in front of you and the people responsible for it.
Define the mandate and architecture: role, sizing logic, custody, governance and review conditions.
Document the operating model: the decision record, reporting rhythm and handoffs required for continuity.
Review the fit: determine whether the work belongs with Veritas Bitcoin Strategies and which questions need other specialists.
Veritas Bitcoin Strategies is a licensed Registered Investment Adviser. We do not use price predictions or require a Bitcoin outcome. The work is serious because the capital is serious.
Talk through the situation