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“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.

ABOUT THE GUESTS

Matt McClintock
Matt McClintock Co-founder, Chief Executive Officer

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.

Kyle Lawrence
Kyle Lawrence Partner in the Corporate & Securities Practice Group at FRB

Kyle Lawrence is a Partner in the Corporate & Securities Practice Group at FRB, and a member of the firm’s Digital Assets Practice. He advises clients on a wide range of corporate and transactional matters, including private placements, mergers and acquisitions, joint ventures, and strategic structuring across complex business and investment landscapes. Kyle works closely with founders, operators, and investors to navigate legal and regulatory considerations, with a growing focus on the integration of digital assets into corporate and private capital frameworks.

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