Theya Podcast

Crafting Wealth Legacies: The Bitcoin-Centric Approach to Family Offices with Matt McClintock


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In this conversation, Joe Consorti speaks with Matt McClintock, founder and executive managing director of The Bespoke Group, about the evolution of wealth management for Bitcoin pioneers and ultra-affluent clients. They discuss the transition from traditional estate planning to a multifamily office model, the impact of Bitcoin ETFs on client acquisition, and the importance of assessing custody solutions for Bitcoin assets. Matt shares insights on the role of Bitcoin in a diversified portfolio and how to guide clients in a rapidly changing financial landscape, emphasizing the significance of understanding how and where to own assets. In this conversation, Joe Consorti and Matt McClintock delve into the intricacies of wealth management, focusing on the importance of legacy, family dynamics in estate planning, and the complexities of multi-jurisdictional planning. They discuss how ultra high net worth individuals can align their financial strategies with their values and the significance of open communication within families. The conversation also touches on the evolving landscape of Bitcoin and its implications for wealth management in the future.
Follow Matt on X: https://x.com/mcclintock_m
The Bespoke Group: https://bespokegroup.io/
00:00 Introduction to Bespoke Group and Bitcoin Wealth Management
06:00 The Impact of Bitcoin ETFs on Client Acquisition
12:04 The Role of Bitcoin in a Cross-Asset Portfolio
26:34 Wealth Beyond Finances: Crafting Legacy Strategies
33:11 Navigating Family Dynamics in Estate Planning
47:20 The Future of Wealth Management and Bitcoin
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Whether you're new to multisig or a seasoned pro, this demonstration shows how easy it is to protect your Bitcoin with Theya. Enjoy the peace of mind that comes with using a secure vault for your funds!
Check out Theya: https://www.theya.us
Download it: https://theya.us/app
Subscribe to Theya Research: https://www.theya.us/research
Follow Theya on X: https://x.com/TheyaBitcoin
Follow Joe on X: https://x.com/JoeConsorti
Theya and its guests do not provide investment advice.
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Theya PodcastBy Theya