Forward Guidance · Wednesday, September 2, 2026
Bob Heber, founder of Preficio, shared that his firm has been operating for 12 years as a multi-family office managing $7 billion. He emphasized their unique model where family investments align directly with partner investments, ensuring shared interests. This approach led to their partnership with Bitwise, recognizing Bitwise's expertise in ETFs and Bitcoin, to develop their debasement ETF.
“We're an asset allocation shop, uh, first and foremost, although we do pick lots of securities, uh, by by, it's based on my, uh, long career of running and starting balanced funds and asset allocation funds, uh, for fidelity and, uh, my own asset management firm for a while.”
“The, uh, the other thing, uh, that we do, which is kind of unique, I think in our space, is, uh, our families get only what the partners are buying. So to Matt's point, when we come out with a product or whatever, we have our families buy. It's because my family or Matt's family, uh, is investing right alongside in the exact same unit or structure, and, uh, it, that still remains somewhat unique in the family office business.”
“And we, uh, just to finalize on, uh, you know, how we got into, uh, business with Bitwise, we've been reading about, uh, gold and Bitcoin as, uh, complements in a portfolio, and, uh, right around the time of, uh, COVID, when interest rates kind of hit zero, and 0.5% on the 10 year, we made an internal decision looking at all the fundamentals, that we would remove bonds, essentially, from our portfolio, but we needed, we needed a, um, a diversifier for equities and, uh, we did a lot of study and we came up with gold, and we came up with Bitcoin.”