Episode 253: Why Bitcoin Is Changing Wealth Management

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Episode 253: Why Bitcoin Is Changing Wealth Management

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What happens when a traditional financial planner realizes the old playbook no longer fits the future of wealth preservation? In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Eric Runge, founder of Family Office Bitcoin, who breaks down his firm’s approach to risk-managed Bitcoin exposure, including downside-protected ETF strategies, and explains why he draws a sharp line between Bitcoin and the broader crypto market. Runge also touches on portfolio construction, family office dynamics, and the realities of building trust in institutional circles. Key Takeaways: → When advisors offer the same portfolios and products, it becomes difficult to differentiate and demonstrate unique value to clients. → Breaking away from traditional firms allows advisors to choose their own strategies, vendors, and direction. → A distinction is made between Bitcoin and the broader crypto market, with Bitcoin seen as a unique asset due to its scarcity and structural properties. → Using tools like downside-protected ETFs and risk signals allows advisors to participate in Bitcoin’s upside while attempting to reduce volatility. → Institutional clients prioritize governance, trust, and long-term capital preservation, often evaluating the advisor as much as the strategy. Eric Runge is the founder of Family Office Bitcoin, a Registered Investment Advisor serving family offices managing $50M+ in assets. He doesn't pitch crypto. He builds institutional-grade Bitcoin portfolios designed for the kind of long-term capital allocators who measure success in generations, not quarters. Connect With Eric: Website: https://familyofficebitcoin.com/ LinkedIn: https://www.linkedin.com/in/eric-runge-veritas/ Learn more about your ad choices. Visit megaphone.fm/adchoices

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