Resources

Wealth & Resilience Whitepaper

Protect generational wealth with resilient, liquid portfolios against confiscation, inflation, and geopolitical shocks and crises.

Redefining Bitcoin Alpha

How One Family Is Future-Proofing a Bitcoin Fortune

The first decade of Bitcoin created wealth at a velocity without precedent in modern finance. For a narrow circle of early adopters, modest experiments in…

How One Investor Turned Capital Into Real Change

Every financial decision leaves a footprint. Some create opportunity. Some drive progress. Others fade without much consequence. For today’s most sophisticated investors, capital is more…

How One Philanthropic Strategy Is Designed for Enduring Change

Philanthropy at the highest level is rarely a matter of annual budgets or short-term campaigns. For institutions with ambitions measured in centuries, the challenge is…

Legacy Interrupted: What the Next Generation Really Wants

We are in the early innings of the largest intergenerational wealth transfer in modern history. Over $100 trillion in assets is expected to pass from…

Safeguarding Legacy: Offshore Wealth Planning for Indian HNWIs

Wealth today knows no borders. And neither should your strategy. Offshore wealth planning is no longer a luxury for Indian HNWIs – it is a…

Redefining the Family Office for a New Era of Wealth

Bespoke’s founder-led model is not a branding tactic, it is a design principle. Leadership remains directly engaged with clients, ensuring continuity, institutional memory, and strategic…

India-Pakistan Skirmishes and the Calm in the Markets: Reading Between the Lines

India and Pakistan have fought four wars and experienced countless skirmishes. But both sides are, at present, too constrained to let symbolic retaliation spiral into…

The North Star Is Moving: Rethinking Wealth Allocation for Mexican Investors in a Multipolar World

The traditional home bias toward Mexico and the U.S. now carries higher risk. In a multipolar world, ignoring opportunities in regions with strong fundamentals, favorable…

Friction is a Feature, Not a Bug

The same instincts that drive people to seek maximum control and simplicity can blind them to the hard truths of preserving wealth. That ‘friction’ is…

Fragmented Thinking, Fragile Portfolios: The Cost of Ignoring Geopolitics

Since the end of the Cold War, investment decisions, particularly in the West, have been built on the implicit assumption of U.S. primacy, regulatory predictability,…

Why Female-Led Funds Deserve a Seat at Every Investment Table

Female-led venture and private equity funds remain undercapitalized but are consistently delivering strong performance. Backed by data, these firms are identifying overlooked markets, generating higher…

Preparing Heirs for Responsibility

Preparing Heirs for Responsibility, Not Just Access Many of our clients express concerns about preparing their heirs for what they perceive to be the social…

Embracing the Paradox of Uncertainty: Wealth, Resilience, and the Wisdom to Navigate Change

“The desire for security and the feeling of insecurity are the same thing.” – Alan Watts Affluent American families are increasingly confronting difficult questions as…

Global Markets at a Crossroads: Why International Equities, Bitcoin, and Private Equity Are Reshaping the Landscape

In recent months, global markets have entered a period of significant divergence. U.S. equities, long the bellwether of global investor sentiment, are struggling under the…

How to Structure Your Charitable Giving

In this article, we take a closer look at the different ways to structure charitable gifts and the advantages of each structure. We’ll start by…

How to Align Passion with Impactful Giving

The most meaningful philanthropy starts with a clear ‘why.’ For wealth holders, aligning giving with personal values and long-term vision is essential— not optional.

Trump’s Trade War: What Investors Need to Know About Tariffs, Market Volatility & Geopolitics

I know how worried the average person is about market volatility and geopolitical issues when random people in my life ask me some version of,…

Corporate Transparency Act Update: What to do now?

Updated March 3, 2025 Businesses and professionals are scrambling to keep up with the shifting legal landscape as the Corporate Transparency Act (CTA) undergoes significant…

The American Dream is Evolving: Diversifying Beyond Homeownership

In recent weeks, we’ve witnessed devastating fires raging through parts of California, leaving countless families facing the unimaginable. For many, their homes—long seen as the…

Wealth Optimization Strategies for Bitcoiners with Will Foxley on The Mining Pod

On this episode of The Mining Pod, Bespoke’s Founder, Matthew McClintock, and Client Services and Trading Support Associate, Jack Jones, sit down with Will Foxley…

The Potential Implications of the Corporate Transparency Act (“CTA”) on Individual Privacy

What is the Corporate Transparency Act? On January 1, 2024, the Corporate Transparency Act (“CTA”) went into effect, requiring the U.S. Treasury Department’s Financial Crimes…

Enhance Your Philanthropy and Tax Planning with Strategic Giving Tools

On Day 3 of the Onchain Giving Summit hosted by Endaoment, Bespoke founder Matt McClintock speaks to Adam Blumberg, Bespoke Client Services Associate and co-founder…

How Small PMWs and MFOs Can Provide Greater Value than Large Institutions

Large financial institutions are often known for their global reputation, robust resources, and established trust. But when managing significant wealth, it’s critical to look beyond…

Bloomberg Publishes Estate Planning Guide by Matt McClintock and Abbie M.B. Everist

Matt McClintock and Abbie M.B. Everist Highlight the Urgency of Digital Asset Planning in New Bloomberg Article: Don’t Let Volatile Digital Assets Blow Up a…

Structured Planning for Unconventional Assets like Bitcoin

As digital currencies like Bitcoin gain prominence, attorneys, financial advisors, and trustees must adeptly navigate the complexities of structured planning to manage, protect, and optimize…

Bespoke’s Approach to Private Wealth Management

Finding the right Private Wealth Manager or Multi Family Office can be a daunting task. At Bespoke, we help our clients understand all the nuances…

Aligning Wealth with Values in a Changing World

Explore the critical aspects of aligning wealth with personal values, the evolving landscape of estate planning, the rise of cryptocurrency, and broader geopolitical influences on…

The Transformative Power of Philanthropy: Perspective from Co-founder Matt McClintock

Philanthropy is often misunderstood as merely the act of giving money. However, it runs much deeper. It's about understanding the various forms of wealth beyond…

Strategic Wealth Management for Bitcoin Holders

We are witnessing remarkable advancements on secondary layers within the Bitcoin network. Bitcoin core developers are continually innovating to enhance the scalability and transaction capacity…

Cryptocurrency Estate Planning: Safeguarding Your Digital Legacy

As the world of finance evolves, more people are incorporating cryptocurrency into their investment strategy. While digital assets offer exciting opportunities, they also present unique…

Insights on Bitcoin ETFs and Behavioral Finance

Explore the latest developments in the world of bitcoin and the complexities of estate planning with digital assets...

Wealth Management From A Bitcoin Perspective

Here are a handful of dynamic perspectives you wouldn’t hear from your typical multi-family office, but you can count on hearing them our Co-Founder Matt…

Bitcoin’s Economic Promise: Unveiling its Role in America’s Fiscal Future and Global Dominance

Explore topics related to Bitcoin's role in solving economic challenges, its integration into estate planning, the importance of trust structures, the maturation of the Bitcoin…

The Power of Irrevocable Foreign Grantor Trusts for Non-U.S. Taxpayers

If you are a non-U.S. taxpayer looking to build a business or invest in the U.S., consider the Irrevocable Foreign Grantor Trust.

California Carnage: Incomplete Non-Grantor Trusts are Dead (But Long Live COMPLETED Gifts?)

On July 10, 2023 California Governor Gavin Newsom approved Infrastructure and Budget Legislation. The bill, SB 131 changes the law in California to cause income…

Unlocking Control and Flexibility in Strategic Estate Planning

PTCs are family-owned trust entities that offer a unique blend of control, flexibility, and multi-generational involvement in managing family wealth. PTCs are especially beneficial for…

e-State Planning for Bitcoin and Other Crypto Assets

The e-State Planning for Bitcoin and Other Crypto Assets podcast episode discusses building trust in an increasingly digital world.

Mastering Estate and Legacy Planning for Cryptocurrency Assets

Despite an uncertain regulatory environment, investment in blockchain-based systems continues in the U.S., and other regions have already enacted crypto-related legislation...

Estate Planning on a Bitcoin Standard

How will you ensure your Bitcoin is handled correctly after you're gone? Here's a glimpse into the Unchained webinar Episode: Estate Planning on a Bitcoin…

Crypto Clarified: A New Approach to Wealth and Asset Management Podcast

Discover the secrets behind the rapid rise of crypto and its implications for wealth generation. Join the conversation to navigate the challenges of securing and…

Choosing Favorable Trust Jurisdictions for Maximum Benefit

Choosing the best situs for your planning needs depends on a number of factors and requires careful attention to, and familiarity with, the rules of…

Estate Planning in the Era of Digital Wealth

Estate planners must be familiar with cryptoassets and blockchain technology, as their clients may have wealth comprised of these assets...

Taking Advantage of Depressed Asset Values to Save Taxes

During the 2008 recession, many families took advantage of the down markets and leveraged gifting options to reduce taxes. 2022 once again provided such…

Stephan Livera Podcast: UHNW Bitcoin Strategies

Matt joins Stephan Livera on his podcast to discuss the multi-family office space and what ultra-affluent individuals should consider.

Navigating the Maze

The maze represents the difference between where you are and where your legacy is. It’s easy to find yourself alone, confused, a little intimidated and…

Wealth Actually Podcast: Crypto and NFT Estate Planning Update

Following up on their 2020 conversation, Matt joins Frazer to discuss additional considerations when Bitcoin and cryptoassets values are up.

Wealth Actually Podcast: Bitcoin, Estate Planning, and Trustee Responsibility

In 2020, Matt joined Frazer Rice on his podcast to discuss inter-generational wealth transfer of cryptoassets and various structures to design an effective legacy strategy.