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We offer extensive wealth planning for individuals with a high concentration of Bitcoin in their estate, addressing unique challenges and opportunities.
We conduct a comprehensive analysis of your current position, explore values and objectives, evaluate alternatives, and develop actionable blueprints for success.
We design estate plans and partner with your legal team to ensure alignment. We clarify jargon, title assets properly, and refine strategies continuously.
We provide administrative, fiduciary and operational support for private family trust companies, helping you manage complexity with precision and discretion.
We foster collaboration across disciplines and geographies—ensuring your wealth strategy remains synchronized, forward-focused, and expertly coordinated.
For globally minded families, our team facilitates access to expanded residency and citizenship opportunities in desirable jurisdictions worldwide.
We help you define your philanthropic vision and execute it with purpose, structure, and measurable impact—ensuring giving aligns with your core values.
Our team designs intentional education programs to equip the next generation with knowledge, values, and responsibility required to steward wealth wisely.
In an increasingly intrusive world, our team helps restore privacy and normalcy - shielding you from unwanted attention and protecting your personal life.
We offer concierge services designed to simplify your daily life and reduce stress, including property management, bill pay, and travel planning.
Jonathan A. Mintz
Co-Founder
“What began as a challenge in 2017—planning for a $150 million family with significant Bitcoin holdings—has become a deep expertise. We understand not just how to secure crypto, but how to integrate it into sophisticated legal structures, protect it across generations, and align it with our clients’ long-term vision.”
Matt McClintock
Founder
“Preserving generational wealth is like playing three-dimensional chess. The players who see the whole board, and can think moves ahead, are the ones who succeed.”
Navigating generational wealth can feel like a maze. You’re not alone. We built this interactive maze to help you understand the terrain. It reveals the areas where many feel uncertain: how wealth is structured, where it’s held, what belongs inside it, why it matters.
Tap arrows to move
Yes. We help families create governance structures, educate next-gen stewards, and align wealth with values. We guide you through frameworks for responsible consumption, reinvestment and philanthropy, so the next generation inherits not just assets, but readiness.
Yes. We combine institutional-quality investment management with deep estate, tax, and multi-generational planning.
Yes. We provide strategic design and oversight for revocable and irrevocable trusts (SLATs, dynasty and offshore trusts, etc.), LLCs, private foundations, and other charitable structures to align control, protection, and tax efficiency. We help you allocate across revocable trusts, irrevocable trusts, and domestic and offshore entities based on your liquidity needs, control preferences, and tax objectives. The right structure supports your lifestyle today and protects legacy value long-term. While we do not draft legal documents, we have strong relationships with law firms and can provide strategic oversight to ensure your plan functions as expected.
Yes. We help clients navigate global tax regimes, asset protection, and residency or citizenship planning.
