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11 JAN 2022

10:00

Cryptocurrency

Redefining Bitcoin Alpha

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We appreciate your interest and hope you find the content both insightful and actionable.

Family Office Services – Generational, Private, and Purpose Driven Wealth

Traditional finance isn’t made for modern wealth. Bespoke is.
Today’s complex financial lives—especially for next-gen leaders managing generational wealth—have outgrown outdated models. The limitations are impossible to overlook.
Here’s what we built…

Bespoke solutions for enduring wealth stewardship

  • Bitcoin Wealth Planning

    We offer extensive wealth planning for individuals with a high concentration of Bitcoin in their estate, addressing unique challenges and opportunities.

  • Strategic Legacy Planning

    We conduct a comprehensive analysis of your current position, explore values and objectives, evaluate alternatives, and develop actionable blueprints for success.

  • Estate Plan Design & Support

    We design estate plans and partner with your legal team to ensure alignment. We clarify jargon, title assets properly, and refine strategies continuously.

  • Family Office Governance

    We provide administrative, fiduciary and operational support for private family trust companies, helping you manage complexity with precision and discretion.

  • Strategic Team Coordination

    We foster collaboration across disciplines and geographies—ensuring your wealth strategy remains synchronized, forward-focused, and expertly coordinated.

  • Global Residency & Citizenship

    For globally minded families, our team facilitates access to expanded residency and citizenship opportunities in desirable jurisdictions worldwide.

  • Philanthropic Planning

    We help you define your philanthropic vision and execute it with purpose, structure, and measurable impact—ensuring giving aligns with your core values.

  • Multigenerational Impact

    Our team designs intentional education programs to equip the next generation with knowledge, values, and responsibility required to steward wealth wisely.

  • Personal Privacy Protection

    In an increasingly intrusive world, our team helps restore privacy and normalcy - shielding you from unwanted attention and protecting your personal life.

  • Personal Consierge Services

    We offer concierge services designed to simplify your daily life and reduce stress, including property management, bill pay, and travel planning.

Our Spirit
Quoted person image

Jonathan A. Mintz

Co-Founder

“What began as a challenge in 2017—planning for a $150 million family with significant Bitcoin holdings—has become a deep expertise. We understand not just how to secure crypto, but how to integrate it into sophisticated legal structures, protect it across generations, and align it with our clients’ long-term vision.”

Quoted person image

Matt McClintock

Founder

“Preserving generational wealth is like playing three-dimensional chess. The players who see the whole board, and can think moves ahead, are the ones who succeed.”

Our Novel Approach to Assets

Once your legacy is structured and protected, we turn to what you own.

WE FOCUS ON:

  • Strategic Asset Allocation

  • Risk
Management

  • Bespoke Portfolio Design

Grounded in deep research and independent insight, our advisory arm bridges gaps and builds strategies aligned with your vision.

Your legacy. Your decisions. Our support.

Navigating generational wealth can feel like a maze. You’re not alone. We built this interactive maze to help you understand the terrain. It reveals the areas where many feel uncertain: how wealth is structured, where it’s held, what belongs inside it, why it matters.

Maze map
Labyrinth background

Tap arrows to move

Fiduciary Support Services

Raising Family Leaders

Philanthropy Planning

Iterate & Refine

Strategy Management

Why?

Impact Investing

Privacy & Security Services

Estate & Trust Planning

How to Own?

Define Your
Legacy

Where to Own?

Jurisdiction Selection & Management

Strategy Mapping

Strategic Asset Allocation

What to Own?

Residency & Passport Services

Global Custody & Private Banking

Geopolitics & Macro Analysis

Asset Management

Thought Partner & Gatekeeper

Define Your Legacy

Define Your Legacy

FAQ on Alternative Investment

Yes. We help families create governance structures, educate next-gen stewards, and align wealth with values. We guide you through frameworks for responsible consumption, reinvestment and philanthropy, so the next generation inherits not just assets, but readiness.

Yes. We combine institutional-quality investment management with deep estate, tax, and multi-generational planning.

Yes. We provide strategic design and oversight for revocable and irrevocable trusts (SLATs, dynasty and offshore trusts, etc.), LLCs, private foundations, and other charitable structures to align control, protection, and tax efficiency. We help you allocate across revocable trusts, irrevocable trusts, and domestic and offshore entities based on your liquidity needs, control preferences, and tax objectives. The right structure supports your lifestyle today and protects legacy value long-term. While we do not draft legal documents, we have strong relationships with law firms and can provide strategic oversight to ensure your plan functions as expected.

Yes. We help clients navigate global tax regimes, asset protection, and residency or citizenship planning.