How families with real balance sheets organize decisions, not just assets. Governance, the people around the table, and what a family office does that a single adviser cannot.
Start here The full write up on family office structure lives on jakeclaver.com. Read that first, then use the recordings below for the detail.Answers on this topic
- What is a family officeThe Family Office Rule: Privacy or Risk? Unpacking the Dodd-Frank Exemption
Questions viewers asked Jake Claver about family office structure
4 of these came in during the recordings below. Each one links to the answer.
- When the wealth was made by the the matriarch, there weren't really digital assets >> [laughter] >> back in the day, right?How Family Offices are Investing in Crypto
- When does a family know or even an individual, when does an individual know that their life has gotten complex enough to need your help?Crypto Wealth Management - When Do You Need Expert Help?
- What is a family office?What Is a Family Office — And When Do You Need One?
- Can you imagine being a money manager here in 2025 and you haven't been able to get exposure to your clients in any sort of crypto digital assets, right?Crypto Wealth Management
Recordings on this topic
- Build Your Family ConstitutionAug 10, 2026
- The Future of Family Office Wealth ManagementJul 13, 2026
- How Family Offices are Investing in CryptoJul 12, 2026
- What Kind of Next-Gen Wealth Strategy Do Family Offices NeedApr 23, 2026
- Digital Wealth Management – Reasons We’re The Best ChoiceMar 23, 2026
- Crypto Wealth Management - When Do You Need Expert Help?Mar 22, 2026
- What Is a Family Office — And When Do You Need One?Mar 7, 2026
- Family Office & Advanced Estate Planning — Step-by-StepMar 4, 2026
- SoftLedger CEO Explains the Accounting Stack Family Offices Need in 2026Jan 22, 2026
- Family Offices Are Investing in Crypto & Here's Their Strategy - Interview with Ric EdelmanJan 16, 2026
- The Future of Wealth Management: Bridging TradFi and DeFi | Jake Claver on Perceived RealityJun 12, 2025
- How Family Offices Transform Crypto Wealth into Lasting FortunesMay 10, 2025
- Family Office Investment in CompaniesApr 28, 2025
- Crypto Adoption Among Family OfficesApr 10, 2025
- Crypto Wealth ManagementMar 26, 2025
- The Family Office Rule: Privacy or Risk? Unpacking the Dodd-Frank ExemptionJan 20, 2025
- Virtual Family Offices: The Future of Wealth ManagementDec 28, 2024
- Why Ultra-Wealthy Families Are Turning Their Family Offices into DAOsNov 1, 2024
- Digital Fusion Summit - Digital Assets for Family Offices - Strategy, Adoption, & OpportunityOct 4, 2024
- Family Office Planning: Proven Strategies for SuccessMar 22, 2024
- SPV Direct Investment Trends Emerging for Family OfficesFeb 27, 2024
- Creating a Thriving Family OfficeJan 14, 2024
- Secrets of MultiGenerational Wealth Family Offices and Sustaining ProsperityJan 13, 2024
- @yourbroquincy and Jake Claver Discussing The Future of Crypto, Finance, and Wealth ManagementJan 6, 2024
- Wealth Reinvented - Navigating the Web3 Landscape with a Family Office - onXDC Live 2023Dec 8, 2023
- Creating an Impactful Mission Statement for Your Family OfficeOct 16, 2023
- The Revolutionary Concept of a Digital Family Office Empowering Advisors Nationwide @bravenewcoinOct 16, 2023
Other topics
- XRP and the XRP Ledger
- Crypto estate planning
- LLCs and entity structure
- Digital asset custody
- Crypto tax and reporting
- Tokenization and real world assets
- Retirement and long horizon planning
Related professional service: Family office services at Digital Ascension Group.
This page indexes recorded commentary and general information. It is not investment, tax, or legal advice, and it is not a recommendation to buy or sell any asset. Nothing here accounts for your situation. Rules referenced in older recordings may have changed since publication. Speak to a qualified professional before acting.