Jake Claver went from M&A consultant to one of the fastest-growing figures in digital asset wealth management—turning his early crypto success into a $300M+ registered advisory firm in just seven months. In this episode, he shares how he identified the massive trust gap in digital asset servi...
Jake Claver went from M&A consultant to one of the fastest-growing figures in digital asset wealth management—turning his early crypto success into a $300M+ registered advisory firm in just seven months. In this episode, he shares how he identified the massive trust gap in digital asset services, built a solution for high-net-worth and ultra-high-net-worth clients, and now helps family offices avoid catastrophic mistakes—including one client who lost $30M in a single transaction.
Key Discussion Points:
- Why legacy wealth advisors were unprepared for the rise of digital assets
- How Jake turned a personal need into a market-leading advisory firm
- What family offices need to do now to protect generational wealth
- The surprising reason most crypto millionaires lose it all by Gen 2 or Gen 3
- Building “family compasses” and ethics docs to future-proof legacy
- Why DeFi’s chaos demands TradFi’s structure
- How his firm mitigates risk, custody, and compliance—without giving up upside
- The $30M mistake that changed everything
Takeaways:
- Success in digital assets means nothing without structure
- The future of wealth management lies at the intersection of crypto and compliance
- Most people don’t need more options—they need more trust
- Legacy is built by planning for the next 100 years, not just the next cycle
Closing Thoughts:
Jake Claver is quietly setting a new standard for digital wealth management—fusing the flexibility of crypto with the rigor of legacy finance. In a world full of volatility and misinformation, his firm offers what people actually need: clarity, structure, and the security to build generational wealth that lasts.
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