Jake Claver, after starting with nothing and betting big on digital assets during COVID, turned his financial instincts and crypto foresight into a booming $300M+ advisory firm in under a year. Now one of the fastest-growing RIAs in the world, Jake is bridging the gap between traditional finance and decentralized innovation, giving ultra-high-net-worth families a roadmap to preserve—and protect—their wealth for generations.

Jake Claver shares how he built his business from a personal need for trustworthy digital asset guidance, what he learned from watching a client lose $30 million, and why legacy planning, ethics documents, and mission-driven governance are the new cornerstones of modern wealth.

Key Discussion Points:

• How Jake turned a post-COVID market play into a multi-million dollar crypto portfolio
• Why most traditional wealth managers don’t understand digital assets—and what that means for investors
• The biggest red flags in digital asset management and how to avoid them
• What every Gen 1, Gen 2, and Gen 3 family office needs to future-proof their wealth
• The Rockefeller playbook: legacy planning that lasts beyond three generations
• Why high-net-worth individuals are moving from real estate into crypto
• How to merge TradFi safety with DeFi upside
• The most common (and devastating) mistakes people make in crypto today

Takeaways:

• If you're not thinking about legacy, you're building on sand
• Crypto wealth requires more than returns—it demands protection
• Family charters and ethical frameworks are just as critical as tax structures
• The future of wealth is hybrid: institutional-grade custody meets decentralized flexibility
• Professional guidance in digital assets isn’t optional—it’s survival

Closing Thoughts:

Jake Claver isn’t just managing portfolios—he’s redefining how we think about wealth, legacy, and security in the digital age. In a world of volatility and misinformation, his approach proves that with the right structure, strategy, and values, crypto wealth can be built to last.

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