How Old Money is Entering Crypto. Jake Claver on family office and governance.
What this recording covers
Claver explains how traditional wealth management practices and institutional governance are integrated into digital asset administration for established family offices. He describes scenarios where second and third generation family members seek portfolio exposure to digital assets with the approval of senior family leaders. To meet the rigorous governance requirements of institutional wealth, Claver details the creation of custodial structures comparable to traditional brokerage accounts. These systems incorporate qualified digital custodians, formal multi-party governance, and designated trustee and beneficiary access controls. Claver highlights how specialized private client services, including estate structuring, tax mitigation strategies, and multi-generational succession planning, are tailored specifically to digital assets. This institutional framework enables families to participate in emerging asset classes while maintaining the legal oversight, accountability, and fiduciary protocols expected in conventional family office management.
Where this fits
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