“It used to feel like James Bond or Jason Bourne with a suitcase of passports. Now it...

“We are no longer talking about theoretical adoption. Clients already have significant wealth in these assets, and it has to be integrated into real planning frameworks.”Bitcoin and other digital assets are no longer outside the system. As bearer assets, they require clear custody, control, and title or even well designed structures fail. Our Founder and CEO Matt McClintock and Kyle Lawrence, Partner in the Corporate and Securities Practice Group at FRB, walk through how familiar frameworks like trusts and LLCs extend to digital assets, where they break down, and how to structure them correctly. You will hear why custody is the central challenge, how lost access continues to erase billions in wealth, and why assigning assets on paper is not enough. This episode clarifies how to say yes, avoid common mistakes, and bring digital assets into a fully integrated plan.

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

“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.