Category: Articles

You’re staring at legal documents that don’t make sense. Your parent’s will suddenly favors a new spouse or caregiver and you can’t shake the feeling something’s wrong. Maybe you’ve discovered they owned significant cryptocurrency holdings that aren’t properly accounted for....

You’ve crossed a threshold. Maybe you sold a crypto position that made generational money. Maybe your family has been building wealth through traditional assets for decades. Whatever brought you here, the stakes are real now and the decisions matter more...

Probate & Letters Testamentary Considerations with Your Crypto Estate Plan Most people think of probate as paperwork. And it is, until the person who died held Bitcoin wallets or NFT collections. Then things get complicated fast. Exchange accounts flag inactive...

Your calendar is packed. International calls at dawn, board meetings that run late, family dinners squeezed between Slack notifications. You’ve built a lot: equity positions, international property holdings, maybe a crypto portfolio that would make your accountant nervous. But there’s...

Almost 60% of failed deals can be traced back to poor due diligence. That statistic comes from a Bain & Company survey of senior executives, and it should terrify anyone preparing to raise capital. The reasons vary: numbers that don’t...

You have capital sitting there and access to deals. But the deal is too big for you alone, and allocating through a traditional fund means handing over two percent annually plus twenty percent of your profits to a manager. There...

If you die tomorrow and your family goes to court with your will and death certificate, then discovers your Bitcoin wallet holds $2.8 million that nobody can access. The probate judge stares blankly as your heirs explain blockchain and private...

In July 2022, Sarah Mitchell thought she’d found the perfect solution. Her Bitcoin portfolio had grown to $2.3 million, but she needed $400,000 to close on a commercial property deal. Rather than sell her crypto and face massive tax consequences,...

When Sam Bankman-Fried’s cryptocurrency exchange collapsed, retail investors weren’t the only ones affected. UHNW families with hundreds of millions in what looked like secure custody solutions suddenly couldn’t access their assets. The takeaway: managing crypto wealth requires real systems, not...

If you’ve built substantial wealth in crypto, the next challenge is making sure it survives the transfer to the next generation without taxes taking an outsized bite. Traditional estate planning gets complicated fast when crypto enters the picture. Current federal...