Investment Access & Business Strategy
How To Become a Crypto Financial Advisor
Last Updated: January 14, 2026Explore the steps on how to become a crypto financial advisor and thrive in the future of wealth management.
How to Verify Credentials of a Crypto Financial Advisor or Firm
Last Updated: January 28, 2026Crypto has moved from the fringes of the internet firmly into mainstream finance. As the asset class matures, investors are rightly seeking professional guidance rather than relying on “crypto Twitter” or anonymous Reddit threads. However, the crypto space remains somewhat...
How can I borrow against crypto assets for real estate purchase?
Last Updated: January 28, 2026Borrowing Against Crypto Assets to Purchase Real Estate If you’re holding significant cryptocurrency and want to buy property, the straightforward move is selling crypto and using the proceeds. That triggers capital gains tax, potentially 20% to 37% depending on your...
How can I start working on trategic exit planning for my crypto?
Last Updated: January 28, 2026Strategic Exit Planning for Cryptocurrency Holdings Most people with serious crypto positions think about exit planning when the price hits a certain level. That’s backwards. Exit planning should happen long before you ever consider selling, because the decisions you make...
Tax efficient strategies for selling crypto
Last Updated: January 28, 2026Tax-Efficient Strategies for Selling Cryptocurrency The difference between selling crypto smart and selling it poorly can be 20% to 40% of your proceeds. Most people focus on when to sell based on price. They should be focusing on how to...
Tax efficient strategies for selling crypto
Last Updated: January 28, 2026Tax-Efficient Strategies for Selling Cryptocurrency The difference between selling crypto smart and selling it poorly can be 20% to 40% of your proceeds. Most people focus on when to sell based on price. They should be focusing on how to...
How to cash out large amounts of crypto without moving the market
Last Updated: January 30, 2026How to Exit Large Crypto Positions Without Moving the Market Selling a million dollars of Bitcoin on Coinbase is fine. Selling twenty million starts to matter. Selling a hundred million on a public exchange will absolutely move the price against...
How do we manage margin call risks if we leverage our crypto treasury for liquidity?
Last Updated: January 28, 2026Managing Margin Call Risks When Borrowing Against Crypto Assets If you’re holding significant cryptocurrency and want to access liquidity without selling, borrowing against your position makes sense. Until it doesn’t. Crypto can drop 30% in a week. If you borrowed...
Can you help us structure a ‘buy, borrow, die’ strategy specifically for our digital asset portfolio?
Last Updated: January 28, 2026Strategic Liquidity & Infinite Banking: Using Your Money Without Selling It Strategic liquidity and infinite banking solve a problem most high-net-worth people eventually hit: you have assets, but accessing them means selling something and triggering a tax bill. Or borrowing...
What lenders do you work with for crypto-backed loans that understand family office structures?
Last Updated: January 28, 2026The Lender Question Everyone Asks (And Why We Don’t Answer It Publicly) We don’t publish a list of crypto lenders we work with. That’s intentional, not evasive. Lender relationships change constantly. A firm that’s aggressive on Bitcoin collateral this quarter...
How can we borrow against our Bitcoin holdings to fund real estate purchases without triggering a taxable event?
Last Updated: January 28, 2026Borrowing Against Bitcoin to Buy Real Estate: The Tax-Free Liquidity Play You’re sitting on Bitcoin that’s appreciated substantially. You found a real estate deal that makes sense, but you don’t want to sell your crypto position. Selling means capital gains...
Targeting DAG’s specific focus on liquidity without selling (mentioned in their insights).
Last Updated: January 28, 2026Strategic Liquidity & Infinite Banking: How Wealthy People Access Cash Without Selling Assets Most people think about money wrong. They assume accessing cash means selling something. Stock goes up, you sell some shares, pay capital gains tax, and spend what’s...
Can digital assets be held as treasury assets in corporations like MicroStrategy does, and what tax benefits exist if the business actually uses the network?
Last Updated: January 28, 2026When Wealth Management Actually Gets Complicated Most people think wealth management is just about picking stocks and rebalancing portfolios. That works fine when you have a few hundred thousand sitting in an IRA. But once you cross into seven or...
What businesses would you acquire for passive income post-appreciation?
Last Updated: January 29, 2026What to Buy After Your Crypto Runs: Businesses That Actually Produce Cash You made money in XRP or other digital assets. Now you’re sitting on gains that feel real but also feel like they could evaporate if the market turns....
What credit cards offer cashback in XRP, and how can I use everyday spending to accumulate more crypto?
Last Updated: January 29, 2026Credit Cards That Pay You in XRP: Using Daily Spending to Stack Crypto You’re spending money anyway. Gas, groceries, business expenses, whatever. The question is whether you can turn that spending into XRP accumulation without doing anything weird or complicated....
Do you offer help with purchasing XRP or other digital assets from the start, including guidance on where and how to buy safely?
Last Updated: January 29, 2026Buying XRP and Digital Assets: Starting from Zero Without Getting Wrecked You want to buy XRP or other digital assets but you’re starting from nothing. No wallet, no exchange account, no idea whether Coinbase is the right answer or a...
How do I start the accreditation process through Parallel Markets, and what documentation do I need?
Last Updated: January 29, 2026How to Start Your Accreditation Process Through Parallel Markets You’ve decided to access private investments and you need to prove accredited investor status. The actual mechanics are simpler than most platforms make it sound, but you still need the right...
What’s the difference between being an “accredited investor” versus a “sophisticated investor”?
Last Updated: January 29, 2026Accredited Investor vs. Sophisticated Investor: The Real Difference These terms sound interchangeable but they’re not, and mixing them up can cost you deals or get you into investments you shouldn’t touch. Accredited investor is a legal status defined by the...
Can I use my new LLC to access pre-IPO investments?
Last Updated: January 29, 2026Using Your LLC for Investment Access: What Actually Works You formed an LLC for your business. Now you’re wondering if that entity gives you better access to private deals, pre-IPO opportunities, or institutional investment structures. The short answer is: it...