This episode is for founders and family business owners preparing for a liquidity event: a sale, recapitalization, or IPO that turns years of work into a new chapter for the family. Co-hosts Claire…
This episode is for attorneys, CPAs, and other professionals whose affluent clients are asking about Bitcoin. Host Claire Martin sits down with Matt McClintock, Founder and CEO of Bespoke Group, to…
“Resilience means resistant to change, durable against change. Innovation is the wind of change. You want to find companies that have a balance between those two things.”Innovation is the tide that…
“Everything we do has an impact. Every dollar spent has an impact. The question is how much control and intention you put behind it.”Impact is inevitable, but intention is optional. Ali Marchand, our…
“It’s a series of conversations. It doesn’t happen in one meeting. First you figure out what someone is passionate about, then how they want to impact it. And there are a lot of ways to do that.”At…
“As Bitcoin becomes economically material, pure self-custody becomes less sovereign, not more.”Bitcoin promised transactional sovereignty, but what happens when early adopters hold wealth beyond…
“Many families come to us with a stone in their shoe. It could be illiquid investments, misaligned incentives, or portfolios that lack optionality. Our first job is to take that stone out.”In this…
“Family wealth is like a Jenga tower: it gets taller, more top-heavy, and more fragile without support. The wealth strategies are the scaffolding that keeps the whole thing from falling…
“Unexpressed expectations destroy relationships. The problem isn’t the wealth, it’s what isn’t said.”Money and inheritance are rarely discussed, yet they often decide whether a family holds together…
