Does Veritas ever hold or control client Bitcoin?
No. The client owns the Bitcoin. Veritas does not take custody of client assets or hold keys.
Services
Bitcoin allocation, built to survive generations.
We help family offices and RIAs establish, size and govern a Bitcoin position with institutional rigor and no advocacy requirement.
Schedule a Conversation
Governed. Architecture-first. Built for multigenerational capital.
Family Office Bitcoin designs risk-managed Bitcoin positions for investors with significant long-term capital. The firm offers two managed strategies: a public markets approach that constructs exposure through spot Bitcoin ETFs, Bitcoin treasury equities, and buffer-style downside-protected instruments, and a direct on-chain approach for investors who want to hold Bitcoin itself with institutional-grade custody and active tax loss harvesting. Both managed strategies are governed, sized with discipline, and built around a documented decision-making process. Bitcoin Acquisition Advisory is a separate advice-only engagement for families establishing a direct Bitcoin position.
Risk-Managed Bitcoin Allocation
Structured Bitcoin exposure through spot Bitcoin ETFs, Bitcoin treasury equities, and buffer-style instruments designed to limit downside participation.
ExploreTax-Optimized Bitcoin Strategy
Direct Bitcoin ownership, institutional-grade custody, and ongoing tax management in a single managed service.
ExploreAdvice-Only
Bitcoin Acquisition Advisory
Guidance for families and family offices establishing a direct Bitcoin position, from suitability and sizing through custody and inheritance planning.
View the engagementAllocation work by audience
Advice-only engagement
Bitcoin Acquisition Advisory
An advice-only engagement for families and family offices establishing a direct Bitcoin position, with allocation architecture, institutional counterparties, family-designed custody, and continuity planning for the next generation.
Schedule a 15-minute callWhat the Engagement Does
The engagement integrates allocation design, acquisition planning, custody architecture, and succession considerations into a documented framework for direct Bitcoin ownership.
The client owns the Bitcoin. Veritas Bitcoin Strategies advises throughout and does not take custody of client assets.
Who It Serves
Family offices, multi-family offices, and select families making meaningful direct allocations. Veritas coordinates with each client’s existing RIA, CPA, and estate counsel.
The Engagement
A typical engagement runs 10 to 12 weeks from signing to completed purchase, followed by 90 days of support.
- 1.
Discovery and suitability review.
A full review of the balance sheet, liquidity needs, time horizon, and capacity to bear loss, so the Bitcoin decision is made in the context of the entire portfolio. This phase ends with a written Suitability Review.
- 2.
Sizing and structure.
A recommended allocation and range, with the holding entity, titling, and tax treatment set in direct coordination with the family's attorney and CPA. Investment committee or board materials are prepared where the family office has them. The client approves the allocation before purchases proceed.
- 3.
Custody architecture.
A recommendation among multisignature self-custody, collaborative custody, and qualified trust company custody, designed around the client's objectives, experience, and concerns.
- 4.
Acquisition plan.
A written acquisition plan and institutional counterparty recommendations, aligned with the approved allocation and custody architecture.
- 5.
Inheritance and access.
An inheritance and access plan developed with the estate attorney, with continuity for the next generation.
- 6.
Post-acquisition support.
Direct access to Veritas after the final purchase, a follow-up recovery check, and a closing review.
Core Deliverables
- Suitability Review
- Allocation Sizing Recommendation
- Structure and Tax Coordination Summary
- Custody Architecture Recommendation
- Bitcoin Acquisition Plan
- Inheritance and Access Plan
Custody and Independence
The client retains ownership and custody of the Bitcoin. Veritas provides advice and works independently from counterparties and custody providers for engagement clients.
For RIAs, CPAs, and Attorneys
The referring professional keeps the client relationship, and Veritas coordinates directly with the client's existing advisers. Any referral arrangement is disclosed to the client in writing. Veritas works independently from counterparties and custody providers for engagement clients.
Questions
Can the client keep a current financial adviser?
Yes. Veritas works alongside the client's existing RIA, CPA, and attorney.
Is this the same as Veritas's managed Bitcoin strategy?
No. This engagement is for clients who want to own Bitcoin directly. Clients who prefer professional management can ask about the Veritas separately managed account.
Begin With a Conversation
A 15-minute call establishes whether the engagement fits the family's goals.
Schedule a 15-minute callImportant Information
Bitcoin is highly volatile and can lose substantial value, including the entire amount invested. No strategy or custody arrangement eliminates risk, and Veritas does not guarantee any result. Veritas Bitcoin Strategies, LLC provides advisory services only where it is registered or exempt from registration. Form ADV Part 2A, which describes Veritas's services and conflicts of interest, is available on request and at adviserinfo.sec.gov.
Veritas Bitcoin Strategies is a Registered Investment Adviser in the state of Oregon.
A quieter extension of the work
Beyond Bitcoin.
For investors who want to engage the firm beyond Bitcoin allocation, two third-party public markets strategies are available. These can complement a Bitcoin engagement, or stand on their own as the primary reason to work together.
Risk-Managed Multi-Asset Strategy
A public markets strategy across asset classes, with an options-based hedge overlay. Tax efficiency is incorporated throughout the investment process.
AI-Driven Equity Strategy
A growth-oriented equity strategy that concentrates in large- and mid-cap companies positioned to benefit from major technology shifts, including artificial intelligence. The strategy pairs fundamental equity selection with a systematic hedge overlay.
Frequently asked questions
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.