Family Office Bitcoin Governance Checklist
A short, ten-point self-assessment for family offices that hold Bitcoin, or are preparing to. It is a global starting point: a fast way to test whether your custody, signing, recovery, and succession can survive real events.
Tick each item your family office can answer with confidence today. Anything you cannot tick is a gap worth closing before it becomes a crisis.
Important
This is technical education and support for self-custody Bitcoin solutions only: not financial, investment, tax, or legal advice. Bitcoin carries high risks including total loss.
The Ten Questions
Reading the Results
Most family offices can confidently tick fewer items than they expect. That is normal. For family offices, Bitcoin usually does not fail at the allocation memo. It fails at the control layer, when authority cannot execute.
8 to 10 checked: your control model may be mature, but should still be reviewed as people, devices, providers, and family circumstances change.
5 to 7 checked: your system likely has material governance, signing, or recovery gaps.
0 to 4 checked: your Bitcoin may depend too heavily on people, devices, or undocumented knowledge.
Want the Full Readiness Scorecard?
This page is the short global self-assessment. For a deeper scored governance and controls review, including failure modes and a threat map, use the detailed governance scorecard. It is written with US family offices in mind, but many of the control-layer questions apply globally.