How to Build Lasting Crypto Wealth | Jake Claver & Erin Friez at ETHDenver. Jake Claver in this recording: “He talked about swapping between assets to a stablecoin and then putting it to work and then swapping back.”
Also coveredtaxable event, margin call, liquidity
What this recording covers
Claver and Erin Friez present at an industry conference regarding wealth management, tax planning, and multi-family office administration for digital asset holders. Claver explains that exchanging one digital token for another constitutes a taxable event under current law, creating tax liabilities when converting positions into secondary yield protocols. He recounts his transition from corporate consulting to digital asset management and describes the difficulty of locating qualified accountants, tax attorneys, and estate specialists familiar with blockchain technology. Claver highlights the importance of institutional custody and family continuity planning, contrasting managed accounts with unassisted hardware storage that heirs cannot operate. Friez details the responsibilities of a registered investment advisor, explaining how digital assets are integrated into comprehensive household financial plans. She discusses risk management protocols during market downturns and outlines ongoing efforts to provide institutional administrative software to wealth advisors nationwide.
Where this fits
This page hosts a recorded video and a short summary of what it covers. It is general information, not investment, tax, or legal advice, and not a recommendation to buy or sell any asset or to form any entity. Rules change and older recordings may describe a position that has since moved. Speak to a qualified professional before acting.