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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