Where every allocator begins.
Onramp Advisory
The question isn’t if Bitcoin belongs in your mandate — it’s how.
You’ll get decision support, not hype.
Onramp Advisory gives boards, CIOs, treasurers, and risk teams a defensible process: orient, evaluate, select structure, and govern ongoing exposure.
Executive & Committee Briefing
Tailored education with comparative analysis vs. equities, bonds, and gold; built to survive consultant review.
Portfolio & Liquidity Modeling
Position sizing, rebalance bands, drawdown rules; ETF vs. direct vs. trust trade-offs.
Wrapper & Custody Fit
Match mandate to U.S. Statutory Trust, Cayman Fund, or MIC Vault; document the rationale.
Governance & Audit Pack
Audit-ready documentation, decision memo templates, and on-chain verifiability.
Full-Stack Advisory Infrastructure
Guidance across custody, fund structure, tax jurisdiction, and compliance. Coordination with legal, tax, and auditor teams.
Stakeholder Enablement
RIA-ready briefs and client/board communications.
Why Onramp for Advisory
- Aligned with fiduciary duty: Bitcoin is transparent, supply-capped, and free of issuer conflicts — exactly what fiduciaries claim to want.
- From headline risk to managed risk: Fit-for-purpose wrappers + multi-institution custody + governance, evidence a prudent process.
- Clarity of next step: You leave knowing which access path fits your constraints—and why.
Consultation format: briefing first, deeper dives as needed
- 60-minute live briefing with Q&A.
- Optional follow-ups (short sessions) for sizing & liquidity, wrapper selection, and governance toolkits.
- You set the pace; we provide committee-grade materials.
Outcomes by sector
Benefits of a Bitcoin strategy
Family Offices
Wealth-preservation; inheritance planning via MIC + familiar wrappers, as well as dynasty trusts.
Registered Investment Advisers
Compliance-ready vehicles; in-kind flows; keep AUM on-platform.
Pensions & Endowments
Committee-grade analysis; no single-point-of-failure custody.
Corporate Treasuries
Reserve-asset playbook; segregated vault controls; in-kind flexibility.
Sovereigns
Neutral reserve-asset; multi-jurisdiction quorums.
Asset Managers & Hedge Funds
Liquidity, in-kind, and trading-desk-friendly ops.
Ready to implement a proven process?
Start your institutional Bitcoin journey with Onramp.