Family Office Bitcoin Hub
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
- We know whether any one person can move Bitcoin alone, and the answer is no.
- We know whether any service provider can move Bitcoin without the family, and the answer is no.
- The family can verify balances independently on-chain, without relying on a third party's statement.
- There is a documented signing process that says who initiates, who approves, and who co-signs.
- There is a documented recovery process for lost devices, lost keys, or custodian failure.
- We know what happens if the principal is incapacitated (stroke, dementia, detention), not just at death.
- We know what happens if a trustee, officer, or authorised signer changes, and access transfers cleanly.
- We know what happens if a hardware wallet is lost, and funds remain recoverable.
- There is a clear answer to who educates the next generation before they are expected to act.
- The recovery process has actually been rehearsed, not just written down.
Reading the Results
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.