Wealth Management From A Bitcoin Perspective

Debunking myths surrounding asset protection, tax strategies, and privacy safeguards; ditching the traditional hourly fee structure and opting instead for a more client friendly approach; viewing estate planning from the viewpoint of a Bitcoiner… These are a handful of dynamic perspectives you wouldn’t hear from your typical multi-family office, but you can count on hearing them from Bespoke Co-Founder Matt McClintock.

Preserving Crypto Wealth

Estate planning serves as a poignant reminder of our mortality. Young bitcoiners may feel untouchable, unfortunately it’s not the case. Hence, the necessity of thorough estate planning to safeguard assets and support a seamless transfer for assets across generations. Learn more about the importance of inheritance and estate planning, the convergence of bitcoin and legacy planning and the challenges of inheriting bitcoin.

To learn more about the purpose of estate planning at large, join the podcast conversation here.

Stop getting distracted by “What to Own”

Your assets are nothing if you ignore the strategies necessary for their effectiveness, which can be measured by means of management and protection. This philosophy lies at the heart of our work, prioritizing the nuances of HOW and WHERE to own assets before delving into the specifics of WHAT to own, listen to what this looks like in practice and tune in here.

Unfortunately, in our field it is commonplace to put the cart in front of the horse. Plan for your wealth in the right order: employ creative jurisdictional strategies, identify optimal custodians, and lay a robust foundation for long-term wealth preservation and growth.

By implementing creative trust frameworks, understanding jurisdictional considerations, and staying abreast of changing dynamics, individuals can effectively protect and manage their wealth across generations.

Tune in here to learn more about:

• Fee structures & incentives
• Solving for complex estate situations
• Investment mandates for bitcoin wealth
• Liquidity & freedom of capital
• Shifting narratives in wealth management
• Long-term horizons & bitcoiner philanthropy
• Propagating bitcoin wealth through time

Matthew McClintock, Bespoke Group Founder and Executive Managing Director, joins Marty Bent, Jesse Myers (COO of Onramp), and Michael Tanguma (CEO) on On Ramp’s Podcast The Last Trade: The Bitcoin Heritage Blueprint with Matt McClintock. Tune in!

This information is intended for general educational purposes only and should not be construed as legal or investment advice.