Allocation Architecture
Sizing, structure, and the role the position plays in the portfolio.
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.
Schedule a Conversation21 years advising
3 books published3 white papers available1 foreword by Richard Wilson
Speaker at Family Office Club and Midwest Bitcoin SummitWho this is for
Family Offices
For families working through a first allocation or a position that needs governance around it.
See the approach
Multi-Family Offices
For teams evaluating a governed Bitcoin allocation across multiple client households.
For multi-family offices
Registered Investment Advisers (RIAs)
For independent advisers who need a defensible answer for clients asking what they are doing about Bitcoin.
For advisers
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.
Advisory
What the work looks like
A clear operating structure for the investment, the people responsible for it and the decisions that follow.
Custody and Governance
Who holds the keys, who can move them, and what happens in a generation change.
Ongoing Oversight
Rebalancing, disclosure, reporting, and review against the original mandate.
Upcoming session
No Position is a Position
A live one-hour session for family offices and advisers on sizing, structuring and governing a Bitcoin allocation, with live Q&A. Hosted by Eric Runge. Live only, not recorded.
First Thursday monthly10:00 AM Pacific10 seats per session
Thursday, November 5, 2026 at 10:00 AM Pacific
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Live only, one hour including Q&A, hosted by Eric Runge, and not recorded.
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 LLC 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 LLC 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.
Everything you can read today
Books and white papers written for family offices and advisers, available to start the conversation.
BOOK
Bitcoin and the Family Office
A framework for family offices working through a first Bitcoin allocation or refining an existing position.
BOOK
The Cost of Consensus
A book about independent capital allocation, the discipline of thinking for yourself and the price of waiting for permission.
BOOK
No Position Is a Position
A financial adviser's guide to evaluating, sizing and defending a Bitcoin allocation decision.
WHITE PAPER
Bitcoin and the Architecture of Wealth Preservation
A governance-first framework for considering Bitcoin within a multigenerational wealth-preservation architecture.
WHITE PAPER
7 Questions Capital Allocators Should Be Asking About Bitcoin
Seven practical questions for family offices, RIAs and investment committees evaluating Bitcoin without hype or avoidance.
WHITE PAPER
Bitcoin Custody for Family Offices
A plain-English guide to custody roles, authority, controls and continuity for family offices holding Bitcoin.
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.