Get a discounted trial to my private community at https://www.beyondbroke.com - use the code BEYONDBROKE1MO at checkout.

XRP & Ripple News, global events, wealth protection and more.

Tune in for a digital assets livestream and Q&A with Jake Claver as we explore XRP Utility, Legacy Finance, Asset Protection & More

#XRP #Ripple #xrpnews #crypto

Get a discounted trial to my private community at https://www.beyondbroke.com - use the code BEYONDBROKE1MO at checkout.

XRP & Ripple News, global events, wealth protection and more.

Tune in for a digital assets livestream and Q&A with Jake Claver as we explore XRP Utility, Legacy Finance, Asset Protection & More

#XRP #Ripple #xrpnews #crypto

Get a discounted trial to my private community at https://www.beyondbroke.com - use the code BEYONDBROKE1MO at checkout.

XRP & Ripple News, global events, wealth protection and more.

Tune in for a digital assets livestream and Q&A with Jake Claver as we explore XRP Utility, Legacy Finance, Asset Protection & More

#XRP #Ripple #xrpnews #crypto

You can find Brandon here:

https://www.linkedin.com/in/brandon-avergon-caia-71a2093a

https://offshoreppli.com/who-we-are

Brandon Avergon spent years working with the Rockefeller Global Family Office and other ultra-wealthy families, and he's seen firsthand what happens when people accumulate serious wealth but skip the planning. The consequences are brutal: 40% federal estate taxes, plus state taxes that can hit another 16%, creditors coming after everything, and families stuck in probate while assets get liquidated to pay bills.

This conversation breaks down the real mechanics of protecting generational wealth, specifically for people holding digital assets. Brandon explains why private placement life insurance (PPLI) has become the go-to structure for crypto holders who want tax-deferred growth, asset protection, and the ability to pass wealth to the next generation without getting destroyed by estate taxes.

We get into the specifics: what triggers the need for planning, how trust structures actually work, why the investor control doctrine can sink your entire tax strategy if you're not careful, and what it takes to set up compliant custody for digital assets inside life insurance policies. Brandon also covers the difference between onshore and offshore PPLI, how to access cash from your policy without triggering taxes, and why funding strategies matter more than most people realize.

The Vanderbilts and Rockefellers both built massive fortunes. Only one family still has theirs. The difference came down to estate tax planning. If you're sitting on crypto gains and haven't thought about what happens when you're gone, your family is going to pay for it.

Get a discounted trial to my private community at https://www.beyondbroke.com - use the code BEYONDBROKE1MO at checkout.

XRP & Ripple News, global events, wealth protection and more.

Tune in for a digital assets livestream and Q&A with Jake Claver as we explore XRP Utility, Legacy Finance, Asset Protection & More

VIDEO CHAPTERS:

00:00:00 - Introduction: Coin Alts California Recap and Upcoming Crypto Events

00:05:48 - Crypto Regulations, Stablecoins, and Tokenized Gold Discussion

00:11:37 - Networking Dinners, Consultations, and Building Crypto Relationships

00:17:26 - LLCs for Crypto: Wyoming Benefits, Asset Protection, and Tax Strategies

00:23:15 - Escrowing XRP for Fees, Mastermind Town Hall, and Scaling Business

00:29:04 - Collateralized Loans, LTV Ratios, and Managing Loan Repayments

00:34:53 - Cold Wallets, Security Tips, and Recommended Crypto Storage Devices

00:40:41 - Transferring Crypto to LLCs, Family Partnerships, and Tax Implications

00:46:29 - Media Mentions, Macro Trends, and Reverse Carry Trade Impact

00:52:17 - Digital Wealth Partners, Living Trusts, and Estate Planning for Crypto

00:58:05 - Generational Wealth, Teaching Kids About Money, and IMF SDR Basket

01:03:53 - Onboarding Crypto to Retirement Accounts and Real Estate Market Outlook

01:09:41 - Tokenization of Real World Assets and Leverage in Building Wealth

01:15:28 - NDAs, Ripple Partnerships, and Atomic Settlement Patent Insights

01:21:16 - Family Office Structure, Digital Wealth Partners, and Setting Up LLCs

01:27:04 - Crypto Exchange Consolidation, ETF Approvals, and Community Mastermind

01:32:52 - Clarity Act, Interoperability, and Positive Mindset for Crypto Success

01:38:40 - Flare, FXRP, Meetups, and Exit Strategies for High XRP Prices

01:44:27 - Final Thoughts, Tinfoil Hat Theories, and How to Join the Mastermind

#XRP #Ripple #xrpnews #crypto

Get a discounted trial to my private community at https://www.beyondbroke.com - use the code BEYONDBROKE1MO at checkout.

XRP & Ripple News, global events, wealth protection and more.

Tune in for a digital assets livestream and Q&A with Jake Claver as we explore XRP Utility, Legacy Finance, Asset Protection & More

VIDEO CHAPTERS:

00:00:00 - Introduction to Digital Wealth Partners and Crypto Asset Strategies

00:03:05 - How Institutional Custody Works for XRP and DeFi

00:06:10 - ISO Messaging Standard: Impact on Crypto and Banking

00:09:15 - Ripple's XRP Sales, Market Supply, and Price Dynamics Explained

00:12:20 - XRP Utility, Legislation, and Global Adoption Timeline

00:15:25 - Crypto Portfolio Allocation: Diversification and Risk Management Tips

00:18:30 - Spot ETFs, Altcoin Season, and Institutional Inflows to Crypto

00:21:35 - Tax Implications of Crypto Trades and Capital Gains Strategies

00:24:40 - Forming an LLC for Crypto: Benefits, Costs, and State Protections

00:27:45 - Bank Accounts, Large Crypto Profits, and Avoiding Frozen Funds

00:30:50 - Digital Wealth Partners Services and Avoiding Crypto Scams

00:33:55 - International Clients, Taxation, and Qualified Accounts in Crypto

00:37:00 - Wealth Advisors vs. Consultants: Structuring Trusts and Philanthropy

00:40:05 - Mastermind Events, Community, and How to Join Digital Wealth Partners

00:43:05 - Cold Wallets, Security, and Recovering Lost or Hacked Crypto

00:46:05 - Crypto Legislation: Clarity Act, Genius Act, and US Legal Landscape

00:49:05 - Onboarding with DWP, Institutional Setup, and Lambo Dreams

00:52:05 - Networking, Business Benefits, and Lifestyle Choices After Success

00:55:45 - Final Thoughts, Mastermind Group, and How to Get Started with DWP

#XRP #Ripple #xrpnews #crypto

Get a discounted trial to my private community at https://www.beyondbroke.com - use the code BEYONDBROKE1MO at checkout.

XRP & Ripple News, global events, wealth protection and more.

Tune in for a digital assets livestream and Q&A with Jake Claver as we explore XRP Utility, Legacy Finance, Asset Protection & More

VIDEO CHAPTERS:

00:00:00 - Introduction to XRP, Digital Wealth Partners, and Institutional Custody

00:06:00 - Ripple Lawsuit Updates and Impact on XRP Price

00:12:00 - XRP Supply, ODL, Ripple Prime, and Global Settlement Infrastructure

00:18:00 - Digital Asset Treasuries, ETFs, and Staking Functionality Explained

00:24:00 - Yield Products, Risk Management, and Returns for Smaller XRP Holders

00:30:00 - Mastermind Community, Asset Recovery, and Estate Planning Resources

00:36:00 - Technical Analysis vs. Utility Cycles in Crypto Markets

00:42:00 - Government Shutdowns, ETF Delays, and XRP Price Predictions

00:48:00 - Oil Prices, US Debt, and Strategic Asset Revaluation Scenarios

00:54:00 - Family Wealth, Setting Boundaries, and Generational Financial Planning

01:00:00 - Family Committees, Giving Loans, and Preserving Generational Wealth

01:06:00 - KYB, KYC, Compliance, and Reverse Carry Trade in Stock Markets

01:12:00 - LLCs, Trusts, and International Structures for Crypto Asset Protection

01:18:00 - OTC Desks, Dark Pools, and Public Exchange Price Impacts

01:24:00 - Risk Management, Diversification, and Post-Price Appreciation Strategies

01:30:00 - Evernode, Evernorth, and Smart Contract Developments on XRPL

01:36:00 - Wyoming LLCs, Living Trusts, and Tax Implications for Crypto Investors

01:42:00 - Diversifying with XLM, HAR, and Other Digital Assets Beyond XRP

01:48:00 - Selling XRP, Structuring for the Future, and Final Q&A Wrap-Up

#XRP #Ripple #xrpnews #crypto

Get a discounted trial to my private community at https://www.beyondbroke.com - use the code BEYONDBROKE1MO at checkout.

XRP & Ripple News, global events, wealth protection and more.

Tune in for a digital assets livestream and Q&A with Jake Claver as we explore XRP Utility, Legacy Finance, Asset Protection & More

VIDEO CHAPTERS:

00:00:00 - Welcome, Weekend Recap & Halloween Family Time

00:03:34 - Digital Wealth Partners: Institutional Crypto Custody Explained

00:07:08 - Lowered Minimums: How to Qualify for DWP Services

00:10:42 - Uphold vs. Institutional Custody: Key Differences

00:14:16 - LLCs, Trusts, and Global Structuring for Crypto Assets

00:17:50 - KYB/KYC, AML, and Security for Crypto Investors

00:21:24 - Fee Structure: Onboarding, AUM, and Performance Fees Explained

00:24:58 - Living Trusts, Probate Protection, and Estate Planning

00:28:32 - AUM Tiers, Basis Points, and Yield Products Overview

00:32:06 - Hedge Funds, DeFi Pools, and Risk Management Strategies

00:35:40 - Performance Fee Calculations and High Water Mark Example

00:39:14 - Mastermind Events, Partnerships, and Community Updates

00:42:48 - XRP Price Predictions, Tokenization, and Global Adoption

00:46:22 - Derivatives Market, Real Estate, and Interoperability

00:49:56 - Reverse Carry Trade, Oil Prices, and Macro Events Impact

00:53:29 - Regulatory Clarity, Security, and Digital Asset Legislation

00:57:02 - Hot Wallets vs. Cold Storage: Security Best Practices

01:00:35 - Insurance, Whitelisting, and Asset Withdrawal Procedures

01:04:08 - Final Q&A: Mastermind Access, Tax Implications, and XRP Settlement

#XRP #Ripple #xrpnews #crypto

Get a discounted trial to my private community at https://www.beyondbroke.com - use the code BEYONDBROKE1MO at checkout.

XRP & Ripple News, global events, wealth protection and more.

Tune in for a digital assets livestream and Q&A with Jake Claver as we explore XRP Utility, Legacy Finance, Asset Protection & More

VIDEO CHAPTERS:

00:00:00 - Introduction: Market Overview, Gold Trends, and Asset Repricing in October

00:06:08 - Stablecoin Regulation, US Treasuries, and Crypto Market Volatility Explained

00:12:16 - Digital Wealth Partners: Asset Protection, Minimums, and Portfolio Structuring

00:18:23 - LLC Setup, Cold Wallets, and Safe Storage for Digital Assets

00:24:31 - XRP Price Predictions, Mastermind Events, and Generational Wealth Planning

00:30:38 - SWIFT vs XRP: Settlement, ISO Standards, and Global Banking Insights

00:36:46 - Fasting, Health Tips, and Metabolic Benefits for Crypto Investors

00:42:54 - Reverse Carry Trade, ETFs, and Market Crash Scenarios Discussed

00:49:01 - Real Estate, LLCs, and Tax Strategies for Crypto and Traditional Assets

00:55:09 - Diversification: Top Crypto Assets Beyond XRP and Market Manipulation

01:01:16 - Institutional Custody, Bankruptcy Protection, and Anchorage Digital Explained

01:07:24 - Technical Analysis, Price Projections, and Logarithmic vs Linear Charts

01:13:32 - Ripple, ETF Approvals, and Price Stability Mechanisms for XRP

01:19:39 - Mastermind Community, Early Access Benefits, and Loyalty Principles

01:25:47 - ODL, Stablecoins, and Institutional Lending with Uphold and Ripple

01:31:54 - LLC Formation Step-by-Step: Protecting Digital Assets and Corporate Veil

01:38:02 - Tokenization of Stocks, Salana vs XRPL, and Real-World Asset Settlement

01:44:10 - Metallicus Ecosystem, Blockchain Partnerships, and Credit Union Integrations

01:50:17 - Q&A Wrap-Up: Price Targets, Trusts, Mastermind Access, and Final Thoughts

#XRP #Ripple #xrpnews #crypto

Get a discounted trial to my private community at https://www.beyondbroke.com - use the code BEYONDBROKE1MO at checkout.

XRP & Ripple News, global events, wealth protection and more.

Tune in for a digital assets livestream and Q&A with Jake Claver as we explore XRP Utility, Legacy Finance, Asset Protection & More

VIDEO CHAPTERS:

00:00:00 - Massive Crypto Liquidation Event: Causes and Impact on Markets

00:06:02 - How Overleveraged Positions Led to Record Losses in DeFi and Crypto

00:12:05 - Safe Haven Assets: Gold, Silver, and Crypto During Market Turmoil

00:18:07 - Reverse Carry Trade Explained: Effects on XRP and Stock Markets

00:24:10 - Setting Up a Digital Asset LLC for Tax and Creditor Protection

00:30:12 - Trusts, LLCs, and Tax Strategies for Digital Asset Investors

00:36:15 - XRP Loans, Interest Rates, and Mastermind Community Benefits

00:42:18 - Cold Wallets, Asset Recovery, and Avoiding Crypto Scams

00:48:20 - XRP Price Predictions, Market Cycles, and Buying Opportunities

00:54:23 - Alternative Investments: Data Centers, AI, and Tokenized Assets

01:00:25 - Silver and Gold: Historical Ratios and Future Outlook

01:06:28 - International Clients: Structuring Crypto Holdings in Canada and Beyond

01:12:30 - Reverse Carry Trade Unwind: Global Liquidity and XRP Supply Shock

01:18:33 - Ripple, XRP, and the Future of Global Payments by 2030

01:24:36 - Institutional Custody, Borrowing Against Crypto, and Margin Calls

01:30:38 - AUM Fees, Fund Performance, and Mastermind Member Experiences

01:36:41 - Tax-Free Crypto Strategies, Structured Products, and Institutional Solutions

01:42:43 - Wealth Building: Education, Mindset, and Family Office Resources

01:48:46 - Global Tax Jurisdictions, Puerto Rico, and Final Crypto Security Tips

#XRP #Ripple #xrpnews #crypto