“Family wealth is like a Jenga tower—it gets taller, more top-heavy, and more fragile without support. The wealth strategies are the scaffolding that keeps the whole thing from falling down.”

Preserving wealth across generations requires strategy, foresight, and a clear understanding of the structures that sustain it. Bespoke founders Matt McClintock and Jonathan Mintz unpack the why, what, and how of long-term wealth strategy: what role trusts play as flexible scaffolding rather than rigid control, and how thoughtful planning can protect privacy, avoid probate, and support families as circumstances and generations evolve.

“Resilience means resistant to change, durable against change. Innovation is the wind of change. You want to find companies that have a balance between those two things.”

Innovation is the tide that lifts some fortunes and drowns others, and mastering it defines generational investing. Rob unpacks how embedding innovation into the core of investment decisions, rather than treating it as speculative play, can compound wealth across decades. Balancing this with resilience against structural and technological disruption allows investors to navigate both chaos and opportunity. The discussion also probes liquidity, the interplay of public and private markets, and the subtle ways investing intersects with impact, offering a framework to act decisively in an unpredictable world.

“Many families come to us with a stone in their shoe. It could be illiquid investments, misaligned incentives, or portfolios that lack optionality. Our first job is to take that stone out.”

In this conversation, we explore how a client-first philosophy drives every choice at Bespoke’s asset management and advisory. Managing Director Sune Sorensen walks us through our approach to complex portfolios, from untangling legacy positions to allocating capital across real assets and global markets while thoughtfully managing currency risk. At the heart of Bespoke’s strategy is disciplined risk management, a focus on equity and long-term value, and a belief in human ingenuity, all grounded in building enduring relationships that span generations.

“Everything we do has an impact. Every dollar spent has an impact. The question is how much control and intention you put behind it.”

Impact is inevitable, but intention is optional. Ali Marchand, our Senior Client Relationship Manager, discusses how we work with clients to help them use their wealth as a tool for influence, legacy, and values-driven change. She frames investing as a spectrum—from liquid equities to private credit—where every dollar shapes outcomes, social and environmental. Clients navigate trade-offs between impact and returns, discovering that thoughtful growth can extend influence across decades. At the heart of it is stewardship: making wealth meaningful, intentional, and aligned with personal values, while educating the next generation to carry forward a legacy that reflects more than just accumulation.

“It’s a series of conversations. It doesn’t happen in one meeting. First you figure out what someone is passionate about—then how they want to impact it. And there are a lot of ways to do that.”

At Bespoke, philanthropy is treated not as generosity, but as discipline—the deliberate work of translating personal values into measurable impact. In this conversation, our founder Jonathan Mintz examines how ultra-high-net-worth families move beyond symbolic giving toward strategies that demand rigor, accountability, and long-term vision. From grassroots initiatives to purpose-built institutions, and from donor-advised funds to charitable trusts, the focus is not on how much is given, but how intentionally it is deployed. What emerges is a model of philanthropy grounded in planning, collaboration, and metrics.

“As Bitcoin becomes economically material, pure self-custody becomes less sovereign, not more.”

Bitcoin promised transactional sovereignty, but what happens when early adopters hold wealth beyond imagination? Our founder Matt McClintock unpacks the “sovereignty paradox”—how to retain control over Bitcoin wealth while structuring it for long-term impact. We dive into Bespoke’s approach to navigating Bitcoin’s unique challenges and unlocking investment opportunities.

In a world where surveillance is constant, privacy has become a choice and a discipline. Our Wealth Strategist, Mark Ghatan, unpacks how to live intentionally, managing exposure, digital risk, and social engineering threats without surrendering your life to fear. We explore how to balance visibility and vulnerability, helping our clients safeguard their identities, communications, and assets while living on their own terms and staying fully engaged in the world.

“My industry has made a business out of making what should be simple, complex — because then you get to be the expert, the gatekeeper.”

We are rebuilding the family office model from the ground up—independent in incentives, generational in mindset, and genuinely designed around the client. In this conversation, our managing director Sune Hojgaard-Sorensen unpacks why that rebuild is necessary. The traditional family office model too often puts product sales ahead of true fiduciary advice, operating within structures built for a different era. Today’s wealth creators—founders, global citizens, and purpose-driven families—are running into those legacy constraints. What once worked no longer serves the complexity, mobility, and intentionality of modern wealth.

"We are not generational wealth holders, but we share the builder mindset: the willingness to create something long-term, chase meaning, and prioritize resilience."

How do you build something that outlasts you? Our founders Matt McClintock and Jonathan Mintz explore why they set out to create a firm that outlives them and how that vision shapes every part of how they serve generational wealth holders. Prioritizing long-term design over quick exits and relationships over transactions, they discuss what multi-generational thinking truly requires and how families can stay ahead in a world that rewards immediacy.

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