On this episode of The Mining Pod, Bespoke’s Founder, Matthew McClintock, and Client Services and Trading Support Associate, Jack Jones, sit down with Will Foxley to discuss stock option wealth planning, BTC income planning, early estate planning, and much more. Watch the full video here.

Digital assets like Bitcoin and mining stocks can be part of a strategy aimed at potential growth and long-term wealth preservation, while helping to build a lasting legacy. Our family office and advisory service is tailored to help individuals manage their wealth responsibly, from optimizing tax strategies to designing custom trust structures aimed to preserve privacy and promote seamless asset transfer. This episode unpacks critical strategies like estate planning, charitable giving, and revocable trusts that help avoid probate, maintain privacy, and minimize tax burdens.

Financial Sovereignty Beyond Self-Custody

Achieving greater financial control goes beyond just holding your Bitcoin keys—it’s about preparing for the future with intention and a well-rounded strategy. Without a structured plan, unexpected events like illness or death can leave your loved ones navigating public, court-supervised processes. A trust offers a private, enforceable way to protect your assets and ensure your wishes are honored. At Bespoke Group, we help Bitcoiners create tailored strategies focused on preserving autonomy, privacy, and long term wealth, helping you navigate the complexities of digital assets beyond self-custody.

Strategic Custody Solutions

As Bitcoin’s value grows, so does the need for secure, well-planned custody. While “being your own bank” works for smaller holdings, large Bitcoin stacks require a more strategic approach to mitigate risks and ensure continuity. Bespoke helps Bitcoin holders implement cascading multisig setups and estate-focused trusts, balancing sovereignty with trusted oversight. Thoughtful planning can help secure your assets, minimize tax exposure, and support long-term wealth preservation, allowing you to maintain greater control over your financial future. 

Strategic Planning for Protecting Gains and Supporting Long-Term Wealth for Bitcoin Founders

Planning for Bitcoin equity gains and private company assets requires a flexible, forward-looking approach. Whether you’re holding founder stock, RSUs, or Bitcoin mining equity, it’s important to start with clear financial goals for the wealth you accumulate. If you plan to cash out and enhance your lifestyle, prioritize strategies for privacy and asset protection. But if your focus is on long-term family wealth, consider setting up a dynasty trust to shelter assets from estate taxes across generations.

For Bitcoin miners and similar ventures, strategy involves balancing rewards and equity gains. You’ll need to decide how much wealth to retain in the company versus what to distribute as personal income, which affects both taxes and reinvestment potential. Ultimately, define your end goal first. This sets a foundation to adapt your wealth strategy over time, ensuring that every decision aligns with your vision for the future.

Navigating the complexities of Bitcoin, equity gains, and estate planning requires a thoughtful strategic approach to help manage your assets effectively and support their transfer to future generations. At Bespoke Group, we specialize in helping individuals plan for the long-term, balancing financial sovereignty with trusted oversight. Whether you’re a Bitcoin holder, a founder with significant equity, or someone seeking to build generational wealth, our tailored strategies empower you to build a lasting legacy, minimize tax burdens, and achieve your financial goals with confidence.

This information is intended for general educational purposes only and should not be construed as legal or investment advice. Investing in digital assets such as Bitcoin and other cryptocurrencies involves significant risks, including volatility and potential loss of principal. Secure custody is an important part of a strategy, but it does not eliminate risks. These assets may not be suitable for all investors. Please carefully review your risk tolerance and consult a financial advisor before making any investment decisions.