Wealth Operating System The Accidental Family Office Scattered advisors, old trusts, a business that's since sold. Most families don't build a family office on purpose, they just never take it apart. The… Ali Marchand 10 Aug 2026 6 MIN READ READ MORE
WEALTH OPERATING SYSTEM The Accidental Family Office Scattered advisors, old trusts, a business that's since sold. Most families don't build a family office on purpose, they just never take it apart. The… Ali Marchand 10 Aug 2026 7 MIN READ
PHILANTHROPY How Bitcoin Wealth is Changing the World When people who have lost faith in large systems accumulate meaningful wealth, it is not surprising that some begin to step into work those systems… Matt McClintock 10 Jun 2026 7 MIN READ
PHILANTHROPY Philanthropy as Wealth in Motion To give away money is an easy matter and in any man’s power. But to decide to whom to give it and how large and… Alla Futterman 13 May 2026 12 MIN READ
WEALTH OPERATING SYSTEM The Bespoke Wealth Operating System A Wealth Operating System is a comprehensive alignment of wealth and meaning. It assess wealth through four lenses: HOW to own, WHERE to own, and… +3 Matt McClintock & 3 others 24 Apr 2026 15 MIN READ
LEGACY PLANNING Don’t Sell the Family Business “Therefore, when we build, let us think that we build for ever. Let it not be for present delight, nor for present use alone… the… Sune Hojgaard-Sorensen 21 Jan 2026 12 MIN READ
LEGACY PLANNING A Better Way to Prepare the Rising-Gen Legacy wealth management no longer fits what today’s families need. That model was built on hierarchy, opacity, and passive succession. What families really need now… Matt McClintock 03 Dec 2025 4 MIN READ
CRYPTOCURRENCY The Bespoke Bitcoin House View Bitcoin stands alone because its rules cannot be changed, its security model rewards ongoing competition rather than entrenched wealth, and its network has achieved escape… Matt McClintock 26 Nov 2025 3 MIN READ
PHILANTHROPY Bitcoin & Donor Advised Funds The HODLer's Philanthropy Problem For bitcoiners who acquired their coins early, the wealth involved can far exceed expectations — and so can the reluctance to… Jonathan A. Mintz 22 Nov 2025 3 MIN READ
PHILANTHROPY A Framework for Bitcoin-Based Philanthropy Discover a framework for bitcoin based philanthropy that enhance tax efficiency and support lasting impact. What Bitcoin-Based Philanthropy Solves for HODLers For bitcoiners who acquired… Jonathan A. Mintz 20 Nov 2025 5 MIN READ
LEGACY PLANNING Wealth After the Win: Financial Strategies for Professional Athletes In a world where dreams are broadcast in real time and success is often measured by the size of a contract, the allure of the… Elijah Blomquist 16 Sep 2025 5 MIN READ
BITCOIN The Sovereignty Paradox: Managing a Bitcoin Legacy The Sovereignty Paradox exposes the blind spot in Bitcoin orthodoxy: the harder you cling to self-custody, the more fragile your wealth becomes. Matt McClintock 14 Sep 2025 15 MIN READ
JURISDICTIONS Bespoke Custody Brochure. How to Select the Right Custodian. Explore secure global custody solutions emphasizing title-held ownership, privacy, cybersecurity, and resilient jurisdictions worldwide. Download the Resource Sune Hojgaard-Sorensen 03 Sep 2025 14 MIN READ
WEALTH STRATEGY The Impact Strategy Whitepaper Personalized impact investing aligns values with innovation, balancing trade-offs across private and public markets globally. Download the Resource Ali Marchand 03 Sep 2025 8 MIN READ
INVESTING Technology Revolutions and Investing Whitepaper Innovation as a Core Holding, Not a Side Bet Most investors treat "innovation investing" as a speculative side pocket — a small slice of the… Rob Larity, CFA 03 Sep 2025 18 MIN READ
WEALTH STRATEGY Wealth & Resilience Whitepaper Protect Generational Wealth Explore how resilient portfolios can protect and grow generational wealth across changing economic and geopolitical environments. From choosing strong jurisdictions and currencies… Rob Larity, CFA 01 Sep 2025 24 MIN READ
BITCOIN Redefining Bitcoin Alpha Bitcoin Wealth Planning: Strategic Alpha for Generational Wealth Bitcoin wealth planning requires looking beyond short-term yield to understand the risks that can compromise long-term wealth.… Matt McClintock 31 Aug 2025 10 MIN READ
LEGACY PLANNING 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… Sune Hojgaard-Sorensen 24 Jul 2025 9 MIN READ
WEALTH STRATEGY 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… Nitya Kedia 25 Jun 2025 11 MIN READ
LEGACY PLANNING 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… Sune Hojgaard-Sorensen 20 Jun 2025 5 MIN READ
GEOPOLITICS 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… Jacob Shapiro 16 Jun 2025 8 MIN READ
WEALTH STRATEGY 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… Gonzalo Belden 13 Jun 2025 10 MIN READ
LEGACY PLANNING 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… Matt McClintock 11 Jun 2025 8 MIN READ
GEOPOLITICS 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,… Jacob Shapiro 09 Jun 2025 6 MIN READ
INVESTING 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… Nitya Kedia 22 May 2025 6 MIN READ
PHILANTHROPY 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… Jonathan A. Mintz 15 May 2025 9 MIN READ
WEALTH PHILOSOPHY 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… Greg Berry 07 May 2025 6 MIN READ
WEALTH STRATEGY Tariffs, Trade Wars and Wealth Protection Whitepaper Explore strategies for resilient portfolios amid global volatility, protectionist policies, and shifting geopolitical landscapes. Download the Resource Jacob Shapiro 02 May 2025 608 MIN READ
CRYPTOCURRENCY 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… Jacob Shapiro 30 Apr 2025 6 MIN READ
PHILANTHROPY 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… Jonathan A. Mintz 22 Apr 2025 13 MIN READ
PHILANTHROPY 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. Jonathan A. Mintz 22 Apr 2025 7 MIN READ
GEOPOLITICS 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,… Jacob Shapiro 09 Apr 2025 8 MIN READ
NEWS 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… Jonathan A. Mintz 28 Feb 2025 11 MIN READ
LEGACY PLANNING 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… Ali Marchand 22 Jan 2025 7 MIN READ
TAX 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… Matt McClintock 28 Nov 2024 8 MIN READ
LEGACY PLANNING 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… Matt McClintock 20 Nov 2024 4 MIN READ
LEGACY PLANNING 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… Matt McClintock 06 Nov 2024 9 MIN READ
CRYPTOCURRENCY 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… Matt McClintock 16 Sep 2024 5 MIN READ
TRUSTS 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… Matt McClintock & Jonathan A. Mintz 13 Sep 2024 6 MIN READ
TRUSTS 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… Matt McClintock 23 May 2024 7 MIN READ
TRUSTS 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. Jonathan A. Mintz & Matt McClintock 25 Aug 2023 6 MIN READ
TRUSTS 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… Jonathan A. Mintz & Matt McClintock 01 Aug 2023 6 MIN READ
LEGACY PLANNING 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… Cassie Mateosky (Hoffman), Matt McClintock & Joel Revill 15 Jul 2023 3 MIN READ
JURISDICTIONS 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… Matt McClintock & Jonathan A. Mintz 14 Feb 2023 6 MIN READ
LEGACY PLANNING 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... Matt McClintock, Vanessa Kanaga & Jonathan Blattmachr 14 Feb 2023 3 MIN READ
TAX 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 an… Jonathan A. Mintz 14 Feb 2023 6 MIN READ
NEWS 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… Matt McClintock & Jonathan A. Mintz 04 Feb 2023 5 MIN READ
