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Go behind the scenes with the experts who shape ultra-high-net-worth wealth systems. Each episode uncovers how structure, strategy, and human judgment come together to sustain lasting wealth.

 

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  • Planning for Bearer Assets: Bitcoin and the Future of Estate Planning
    COLLECTION 2, EPISODE 3

    Planning for Bearer Assets: Bitcoin and the Future of Estate Planning

    In this episode, we’re speaking directly to you, the estate planning attorney navigating a new reality: your clients already own Bitcoin, and it’s sitting outside the structures you’ve built.The challenge isn’t that your planning toolkit is outdated. It’s that custody and communication haven’t yet been fully integrated into how you work. Once you understand how these assets are actually held, and how to effectively communicate with a new generation of tech-native clients, you unlock the full power of the structures you already know.In this conversation we walk through how to bring digital assets into your existing frameworks, from revocable trusts to dynasty planning. You’ll hear real scenarios, common pitfalls, and practical approaches to structuring, including trust-to-custodian models, LLC layering, and multisig considerations.The takeaway: this isn’t a new discipline, it is an evolution of your existing one. The opportunity is here. The question is whether you’re ready to say yes.

  • Modern Wealth Holders and What They Need from Advisors
    COLLECTION 2, EPISODE 2

    Modern Wealth Holders and What They Need from Advisors

    “We’re at a historic inflection point. Wealth is changing hands at a level we’ve never...

  • Bitcoin, Custody, and Wealth Planning Explained
    COLLECTION 2, EPISODE 1

    Bitcoin, Custody, and Wealth Planning Explained

    “For years, when someone walked in with significant Bitcoin wealth, the answer was simply no. Now there is no regulatory argument left for saying you can’t engage with this.”Bitcoin has moved from speculative trade to concentrated family wealth, creating new pressure on estate planners, trustees, and fiduciaries. Founder and CEO Matt McClintock and Tetra CEO Didier Lavallée discuss how to bring a digital bearer asset into established legal and custody frameworks, so practitioners can use familiar strategies instead of reinventing the playbook. You will hear why the default answer was “no” for so long, what has changed in the regulatory and custody landscape, and how values-driven Bitcoin families are using this wealth to build the world they believe ought to exist.

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