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Bitcoin Allocation Strategies for Family Offices

The useful work happens between promotion and dismissal: define the question, understand the risks, establish the operating model and document the decision.

Independent analysis

No price predictions, no required outcome and no pressure to fit a family into a pre-set view.

Governance first

The mandate, custody, authority and succession questions are part of the investment work.

Plain English

A decision should be explainable to an investment committee and to the next generation.

A decision that can survive a handoff

A family office needs more than a view on Bitcoin. It needs a role in the portfolio, a sizing logic, a custody model, clear authority and a review process that remains legible as people and circumstances change.

Explore the strategies

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. Live only, not recorded.

First Thursday monthly10:00 AM Pacific10 seats per session
Thursday, November 5, 2026 at 10:00 AM Pacific10 of 10 seats left

Is your Bitcoin allocation governed?

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

Schedule a Conversation