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 4 MIN READ READ MORE
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… Matthew T. 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 AccessMany of our clients express concerns about preparing their heirs for what they perceive to be the social responsibility… 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 WattsAffluent American families are increasingly confronting difficult questions as the… Greg Berry 07 May 2025 6 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, 2025Businesses 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
UNCATEGORIZED 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… Matthew T. McClintock 31 Dec 2024 5 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 Enforcement… Matthew T. 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… Matthew T. 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… Matthew T. McClintock 06 Nov 2024 9 MIN READ
TAX 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… Matthew T. McClintock & Abbie M.B. Everist 25 Sep 2024 3 MIN READ
PODCASTS 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… Matthew T. 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… Matthew T. McClintock & Jonathan A. Mintz 13 Sep 2024 6 MIN READ
PODCASTS 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… Matthew T. McClintock & Jacob Shapiro 25 Jun 2024 5 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… Matthew T. McClintock 23 May 2024 7 MIN READ
PODCASTS 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… Matthew T. McClintock 20 May 2024 7 MIN READ
PODCASTS 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… Matthew T. McClintock 30 Apr 2024 4 MIN READ
CRYPTOCURRENCY 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... Matthew T. McClintock & Crystal Wampler 22 Mar 2024 4 MIN READ
PODCASTS 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… Matthew T. McClintock 13 Feb 2024 5 MIN READ
PODCASTS 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… Matthew T. McClintock 25 Aug 2023 4 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 & Matthew T. 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 & Matthew T. 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), Matthew T. McClintock & Joel Revill 15 Jul 2023 3 MIN READ
PODCASTS 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. Jonathan A. Mintz & Kevin Bryce Jackson 08 Jul 2023 3 MIN READ
CRYPTOCURRENCY 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... Adam Blumberg 19 Jun 2023 3 MIN READ
PODCASTS 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… Connor Dolan, Matthew T. McClintock & Jonathan A. Mintz 17 Jun 2023 6 MIN READ
PODCASTS 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… Benjamin Dean, Sune Hojgaard - Sorensen & Matthew T. McClintock 06 Mar 2023 4 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… Matthew T. 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... Matthew T. 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… Jonathan A. Mintz 14 Feb 2023 6 MIN READ
PODCASTS 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. Stephen Livera & Matthew T. McClintock 14 Feb 2023 2 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… Matthew T. McClintock & Jonathan A. Mintz 04 Feb 2023 5 MIN READ
CRYPTOCURRENCY 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. Frazer Rice & Matthew T. McClintock 24 Aug 2021 2 MIN READ
TRUSTS 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. Frazer Rice & Matthew T. McClintock 02 Oct 2020 2 MIN READ
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