Why Your Crypto Needs a Living Trust
Here’s something that should keep you up at night if you hold any meaningful amount of crypto: if you died tomorrow, could your family actually access it? Most people’s honest answer is no. Maybe you told your spouse the hardware...
Why Family Offices Are Going All In on Crypto in 2026
If you’ve been watching the wealth management space over the past year, you’ve probably noticed something interesting happening. Family offices, those private wealth management firms that serve ultra-high-net-worth families, have stopped treating cryptocurrency like a speculative curiosity. They’re treating it...
How To Find a Crypto Financial Advisor Near Me
You typed “how can I find a crypto financial advisor near me” into Google. That’s the easy part. What comes next is where most people get stuck, because wealth management for digital holdings is still a new field and there’s...
Crypto IRA Strategy: Digital Assets in Tax-Advantaged Retirement Accounts
You’ve probably heard you can hold Bitcoin in a retirement account. Maybe someone mentioned XRP or Ethereum. And technically, that’s true. But if your entire crypto IRA strategy begins and ends with “open account, buy coins, hope for the best,”...
How Digital Family Offices Protect Crypto Assets for High-Net-Worth Families
You’ve done the hard part. You picked the right investments, timed the market well enough, and now you’re sitting on a portfolio that could change your family’s trajectory for generations. But here’s the thing nobody wants to hear: you can...
Digital Asset Advisory Services for Registered Investment Advisors
Digital asset advisory for RIAs involves providing cryptocurrency and blockchain investment guidance to clients within the regulatory framework that governs registered investment advisors. RIAs looking to offer digital asset services must address compliance requirements around custody, suitability, and disclosure while...
Corporate vs Private Trustee: How to Choose the Right One for Your Family Trust
You’ve set up a trust. The hard part is done, right? Not quite. Now comes a decision that could determine whether your carefully crafted estate plan actually works or falls apart the moment your family needs it most. Picking a...
Why Crypto’s Billion-Dollar Security Revolution Is Leaving 89% of Investors Behind
You’ve heard the mantra countless times: “Not your keys, not your coins.” After FTX collapsed and billions vanished, that phrase became the battle cry of every crypto investor who’d learned their lesson the hard way. But what if this conventional...
Should You Form an LLC for Angel Investing? The Truth Nobody Tells You
Should You Form an LLC for Angel Investing? You have just written your first angel investment check and suddenly everyone has an opinion. Your lawyer friend says an LLC is essential. Your accountant shrugs and says maybe. The startup founder...