Strategy 01
This strategy is for investors who want structured Bitcoin exposure through public markets instruments: spot Bitcoin ETFs, Bitcoin treasury equities, and buffer-style instruments designed to limit downside participation.
The work begins with portfolio architecture, understanding where a Bitcoin position sits relative to total investable assets, existing alternative exposures, and the investor's liquidity requirements. Vehicle selection follows from that analysis, matched to the investor's governance requirements, custodial preferences, and risk parameters. A governance framework documents the decision-making process that defines when the investor adds to, reduces, or exits the position. That documentation is what keeps a governed allocation intact through a full market cycle.
A Bitcoin allocation begins with understanding where it sits relative to total investable assets, existing alternative exposures, and the family's liquidity requirements. That analysis determines whether an allocation makes sense, what size is appropriate, and what the right vehicle structure looks like given the office's governance requirements and tax situation.
Exposure is constructed using spot Bitcoin ETFs, Bitcoin treasury equities, and buffer-style instruments designed to limit downside participation. Vehicle selection depends on the office's governance requirements, custodial preferences, and risk parameters. No single structure is appropriate for every family office, and the selection process is part of the engagement.
A position without a governance framework is a position without a decision-making process. The governance work defines the conditions under which the family office adds to, reduces, or exits the position, documents that process in a form the office can act on across generations, and ensures the allocation survives a change in personnel or leadership.
Upcoming session
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.
A 30-minute conversation to understand the current situation and whether there is a genuine fit. No pitch.
Schedule a Conversation