About this episode
Jake Claver went from M&A consultant to one of the fastest-growing figures in digital asset wealth management—turning his early crypto success into a $300M+ registered advisory firm in just seven months. In this episode, he shares how he identified the massive trust gap in digital asset services, built a solution for high-net-worth and ultra-high-net-worth clients, and now helps family offices avoid catastrophic mistakes—including one client who lost $30M in a single transaction. Key Discussion Points: Why legacy wealth advisors were unprepared for the rise of digital assets How Jake turned a personal need into a market-leading advisory firm What family offices need to do now to protect generational wealth The surprising reason most crypto millionaires lose it all by Gen 2 or Gen 3 Building “family compasses” and ethics docs to future-proof legacy Why DeFi’s chaos demands TradFi’s structure How his firm mitigates risk, custody, and compliance—without giving up upside The $30M mistake that changed everything Takeaways: Success in digital assets means nothing without structure The future of wealth management lies at the intersection of crypto and compliance Most people don’t need more options—they need more trust Legacy is built by planning for the next 100 years, not just the next cycle Closing Thoughts: Jake Claver is quietly setting a new standard for digital wealth management—fusing the flexibility of crypto with the rigor of legacy finance. In a world full of volatility and misinformation, his firm offers what people actually need: clarity, structure, and the security to build generational wealth that lasts. Hosted on Acast. See acast.com/privacy for more information.