How are digital assets transforming the way entrepreneurs and business owners build wealth for the future?

In this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt welcomes Jake Claver, Founder and CEO of Digital Family Office. Jake’s firm specializes in bringing the sophisticated financial tools once reserved for ultra-high-net-worth families to business owners and professionals. With a tech-forward approach, he helps clients minimize tax liabilities, optimize financial operations, and build sustainable wealth in today’s digital economy.
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Key Takeaways
➔ Digital assets are no longer fringe — family offices are using them as a serious wealth strategy.
➔ Institutional custody and $100M+ insurance give clients peace of mind in a volatile market.
➔ Smart portfolio allocation keeps crypto exposure low while still unlocking asymmetric upside.
➔ Tax planning and regulatory awareness are critical as laws tighten around digital currencies.
➔ Jake’s entrepreneurial journey proves that solving your own financial challenges can scale into solutions for others.

Call to Action
Discover how digital assets and family office strategies can help you grow and protect your wealth.

Listen now to Grow Your Business & Grow Your Wealth with Gary Heldt for insights that blend innovation, security, and long-term financial success.

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