“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.
ABOUT THE GUESTS
Matt McClintock brings over two decades of experience as an estate planning attorney. In 2024, he retired from the practice of law to focus fully on his work as a wealth strategist and co- founder of Bespoke Group, where he designs bespoke wealth systems for ultra-affluent families, helping them create order out of chaos.
With nearly a decade spent teaching estate planning law to attorneys nationwide, Matt is widely recognized for his ability to guide clients through the human and strategic dimensions of wealth with clarity, confidence, and discretion.
A pioneer in applying traditional legal frameworks to Bitcoin and digital-asset wealth, Matt’s work centers on sovereignty, privacy, and multigenerational planning for globally mobile families navigating an entirely new asset class.
Didier Lavallée is the Founder and CEO of Tetra Digital Group, which includes Tetra Trust, Canada's preeminent digital asset custodian, Tetra Unity, a Software as a Service platform specializing in custody orchestration, and CADD, Canada's first stablecoin backed by a financial institution. Prior to joining Tetra, Didier spent 16 years in capital markets and financial services roles, including a decade at Royal Bank of Canada in various leadership positions across Canada and the United States. In addition to digital assets, Didier has worked across many market segments including equities, foreign exchange, and custody.
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