Allocation Architecture
Sizing, structure, and the role the position plays in the portfolio.
Wealth management for Bitcoin families.
Your Bitcoin, the rest of your portfolio, your insurance, and your estate, handled by an adviser who understands Bitcoin from the inside.
Speaker, Midwest Bitcoin Summit
21 years advising
3 books published3 white papers availableForeword by Richard Wilson
Speaker, Family Office Club
CLE programming in development with Lawline, launching December 2026
Who we serve
One audience: families who hold Bitcoin.
We serve them directly, and through the professionals and structures around them.
Bitcoin Families
Individuals and families with significant Bitcoin who want one adviser for the whole picture: Bitcoin, the rest of the portfolio, insurance, and the estate.
For Bitcoin families
Family Offices
Bitcoin families who run a family office, and family offices whose principals hold Bitcoin or are building a position.
Family offices
Multi-Family Offices
For multi-family offices serving households that hold Bitcoin. We act as the Bitcoin specialist across client families.
For multi-family offices
Estate Attorneys and CPAs
For professionals whose clients hold Bitcoin and need it titled, planned, and administered correctly. You keep the client relationship.
Estate professionals
Registered Investment Advisers
For advisers whose clients hold Bitcoin and want a Bitcoin specialist on the team without giving up the relationship.
For advisers
FOR FAMILY OFFICES AND ESTATE ATTORNEYS
Bitcoin and the Family Office
For Bitcoin families, family offices, and estate attorneys working through Bitcoin allocation, trust planning, and multigenerational stewardship.
Published 2026.
Three commitments
We never hold, see, or store your keys, seed phrases, or recovery material.
We never route clients through retail exchanges. Purchases go through OTC desks, prime brokers, or trust companies.
Every plan is built so your heirs can reach your Bitcoin without you, and without guessing.
Our investment advice is Bitcoin-led. Estate work covers any digital asset that shows up in the estate.
Why Bitcoiners need an adviser
The asset that most needs an adviser is the one most advisers cannot help with.
Stocks moved from brokers to advisers to do-it-yourself. Bitcoin went the other way. It started as do-it-yourself, and for families with real wealth it has become the asset that most needs an adviser. It is the hardest asset in the world to hold, to store, and to pass on. Most advisers cannot help because they do not understand it, so most Bitcoiners have been left to figure it out alone. That is the gap Veritas Bitcoin Strategies exists to close.
Services
What we do for Bitcoin families
Custody and inheritance
Choosing between multisig, collaborative custody, and trust company arrangements, then building a written successor access plan and rehearsing it with the people who will need it. Single-signature setups are not recommended for significant holdings.
Learn moreBitcoin portfolio management
Managed Bitcoin strategies held at Charles Schwab, including downside-risk-managed strategies for clients who want a defined drawdown policy on part of a position. Optional, never a condition of working with us.
Learn moreThe rest of your portfolio
Stocks, bonds, and cash managed with your Bitcoin as the anchor, not as an afterthought.
Learn moreBuying Bitcoin the right way
For families adding to a position: purchases through OTC desks, prime brokers, or trust companies with competing quotes, delivered straight into the custody plan. Never a retail exchange.
Learn moreInsurance and wealth planning
Protection and planning for families whose largest asset may be Bitcoin.
Learn moreEstate and trust work
Working with your estate attorney and CPA so Bitcoin is titled, held in trust, and administered correctly.
Learn moreHow every engagement is run
Every engagement is governed: a defined role for each position, a documented plan for custody and succession, and ongoing review against that plan.
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.
For estate attorneys, CPAs, trust officers, and advisers
Upcoming session
Bitcoin Estate Planning Made Practical
A monthly briefing for estate attorneys, trust officers, CPAs, and financial advisers whose clients already hold Bitcoin. It covers how Bitcoin is held and how custody affects control, how it transfers at incapacity or death, how it can be titled and held in trust, and where planning commonly breaks down. Each session ends with live Q&A.
First Thursday monthly10:00 AM Pacific10 seats per session
Thursday, November 5, 2026 at 10:00 AM Pacific
00Days
00Hours
00Minutes
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Live only, one hour including Q&A, hosted by Eric Runge, and not recorded.
Frequently asked questions
Direct answers for Bitcoin families, family offices, and the professionals who serve them.
For families who hold Bitcoin
Do you ever hold or access my keys?
No. We never hold, see, or store a client’s keys, seed phrases, or recovery material.
I already hold Bitcoin in self custody. Do I have to move it?
No. Many engagements leave your Bitcoin exactly where it is. The work focuses on whether your current setup holds up across people and time, and what should change, if anything, for continuity and inheritance.
Will you tell me to sell my Bitcoin?
No. Your allocation is your decision. If you want a defined drawdown policy on part of a position, we offer one. It is never a condition of working with us.
Do you only work with Bitcoin?
Our investment advice is Bitcoin-led, and we also manage the traditional assets that sit alongside your Bitcoin. In estate and trust matters, we cover any cryptocurrency or digital asset that shows up in the estate.
Can you manage the rest of my portfolio?
Yes. Stocks, bonds, and cash are managed with your Bitcoin as the anchor, so the whole portfolio works as one plan.
For family offices, advisers, and estate professionals
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 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.
Who engages the firm on an estate matter, the attorney or the family?
Either. An attorney can bring the firm in on a matter, or the family can engage it directly on the attorney’s referral. The attorney keeps the client relationship either way.
Does the estate work cover cryptocurrency other than Bitcoin?
Yes. The work is Bitcoin-led, and it covers any cryptocurrency or digital asset that shows up in the estate.
How does an estate engagement begin?
With a short intake form and a free discovery call to understand the matter, what the client holds, and how it is held. Scope follows from there.
Do you provide tax or legal advice?
No. The firm does not provide tax or legal advice. Those questions should be addressed with your qualified tax and legal advisers. We work alongside your attorney and CPA.
How does ongoing oversight work?
Every engagement is governed by a defined role for each position, a written plan for custody and succession, and ongoing review against that plan.
How is Veritas Bitcoin Strategies different from other Bitcoin firms?
The firm is a Registered Investment Adviser that works from fiduciary process. For clients who already hold Bitcoin, the job is to make the position durable through governance, custody design, and an inheritance plan. For families and offices still deciding, the firm evaluates fit without hype.
Books and papers for Bitcoin families
Books and white papers for Bitcoin families and the professionals who serve them.
BOOK
Bitcoin and the Family Office
For Bitcoin families, family offices, and estate attorneys working through Bitcoin allocation, trust planning, and multigenerational stewardship.
BOOK
The Cost of Consensus
An examination of family systems and decision-making, including how consensus shapes the stewardship of multigenerational capital.
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
Founder & CEO
I came to Bitcoin through the study of money: what it is, how it has been debased since 1971, and what a fixed supply of 21 million means for wealth that has to last more than one generation. Bitcoiners were left with two bad options: advisers who did not understand Bitcoin, or doing everything alone. I founded Veritas Bitcoin Strategies to be the third option: a fiduciary who understands Bitcoin from the inside and brings 21 years of advisory discipline to protecting it.