Policy-led Bitcoin Governance and Collaborative Security for Public-Sector Balance Sheets
Policy-led Bitcoin governance and collaborative security for sovereign wealth and public-sector balance sheets.
We focus on governance, control environment, operational resilience, and audit defensibility—not price or market timing. Our collaborative security model provides multi-party approvals, segregated duties, documented signing policy, and evidence-ready controls.
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.
Governance, Not Price
Sovereign wealth funds and public-sector balance sheets optimise for governance, oversight, political risk, operational controls, and audit defensibility. Bitcoin adoption in this context requires mandate-first framing: control environment, operational resilience, continuity, and auditability.
- Control environment. Documented roles, approval thresholds, and change-control procedures.
- Operational resilience. Multi-party redundancy, key-person risk mitigation, incident and duress procedures.
- Continuity. Succession planning and recovery pathways so the system survives personnel changes.
- Auditability. Access logs, signing authorisation workflow, periodic holdings statements, and audit-ready artefacts.
Collaborative Security as Governance
Our collaborative security model ensures no single party can unilaterally move Bitcoin. Approvals, quorums, and thresholds mirror your existing internal controls.
- Authorization workflow. Clear instruction pathways for signing events, including identity verification and written authorisation (e.g. DocuSign) where appropriate.
- Change control. Address changes and key updates follow documented steps—reducing operational ambiguity.
- Professional liaison. Adviser-led co-signing means authorised parties are never alone during recovery or signing events.
From Workshop to Runbooks
Implementation follows a structured path: Architecture workshop → policy pack → pilot vault(s) → runbooks → ongoing support. We work alongside your legal counsel and governance committees. For estate planning and legal document integration, see our Law Firms page.
Architecture Workshop
Align stakeholders, governance expectations, current custody state, and decision workflow.
Policy Pack
Bitcoin sleeve policy memo, role responsibilities, and governance gates—so Bitcoin is managed as a defined sleeve, not an orphaned asset.
Pilot Vault(s)
Multi-signature vault design and implementation aligned to your control model.
Runbooks & Support
Step-by-step signing manuals for authorised signers. Ongoing reviews and updates as stakeholders change.
Audit-Ready Artefacts
Controls and evidence support board oversight and audit defensibility:
- Access logs. Documented access and verification events.
- Signing authorisation workflow. Written instruction and verification (e.g. DocuSign) before signing events.
- Periodic holdings statements. Verification of on-chain positions.
- Audit-ready artefacts. Control maps, runbooks, and change-control records suitable for internal and external review.
What You Leave With
Sovereign wealth and public-sector mandates require a decision-ready governance package that can be reviewed by boards and oversight committees, approved, executed, and maintained over time.
Clear objectives, role responsibilities, and governance gates—so Bitcoin is managed as a defined sleeve, not an orphaned asset.
Phasing approach, operational sequencing, and stakeholder alignment—built to reduce internal friction.
Quorum approvals, signing workflow, change-control, and verification steps—documented so responsibility remains unambiguous.
Step-by-step signing manuals for authorised signers. Demonstrates that you are implementing a repeatable system, not a one-time setup.
What We Do Not Do
Clear Exclusions
- No custody
- No trading
- No investment advice
- No commingling
- No on-site key holding by The Bitcoin Adviser
Our role is governance design, collaborative security implementation, documentation, and ongoing support. You retain control and responsibility for your keys and holdings. Full Scope & Risks →
Sovereign Wealth Funds vs Family Offices
Same primitives—multisig, policy, process—different stakeholder map and optimisation criteria.
Family Offices
Optimise for:
- Family continuity
- Education and next-generation readiness
- Inheritance and succession
Sovereign Wealth & State Capital
Optimise for:
- Governance and oversight
- Political risk and audit defensibility
- Operational controls and evidence
Tailored for Institutional Mandates
Each service is designed to integrate with your governance structure, oversight committees, and existing advisory ecosystem—without introducing avoidable operational ambiguity.
Collaborative Security
Multi-signature vault design that eliminates single points of failure and enables policy-based approvals, documented roles, and recoverability.
Learn more →Governance & Policy
Bitcoin sleeve policy, control maps, and runbooks—documented for board and oversight review.
Operational Support
Ongoing reviews, optional rehearsals, and control updates as stakeholders change.
Learn more →Education & Advisory
Training for authorised signers and governance committees. Reduce operational ambiguity and ensure shared understanding.
Learn more →Request an Institutional Briefing
Use this session to align governance expectations, stakeholders, and your current custody setup. Before proceeding, review our Scope & Risks.
Schedule an Institutional Briefing with Peter
Before proceeding, review our Scope & Risks.
Use this session to discuss governance expectations, control model design, and your current custody setup.
Book with Peter Dunworth
Questions? Email us to discuss your institutional briefing needs.
Email: peter@thebitcoinadviser.com