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Private memo

A clear starting point for the allocation question.

The private memo is designed for principals, investment officers and advisers who want to frame the Bitcoin question before a committee conversation.

Read before the decision is made

The memo separates monetary history, portfolio architecture, custody, governance and the questions that belong with tax or legal counsel. It is educational and general in nature, not personalized investment advice.

Request the memo

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