From Crypto Gains 💰 to Lasting Wealth: Expert Strategies with Jake Claver 💼🚀

In today's episode, we're diving deep into the world of wealth management with our host, Clinton Donnelly, and special guest, Jake Claver, Director of the Family Office at Digital Ascension Group. We're shedding light on some of the most innovative strategies in wealth management today, with a particular focus on digital assets and cryptocurrencies.

Jake will be unveiling some revolutionary approaches to family governance, ethical documents, and financial committees. But don't worry, these topics are far from boring when they could be the key to unlocking your financial success!

Don't forget to smash that like button, subscribe, and hit the bell 🔔 to stay updated when we release new content. Let's dive into it! 💪🏽💸"

💎 Guest: Jake Claver is a top-performing business leader, keynote speaker, and performance expert. Over the past decade, he has built a prolific consulting business and continues to work with the best and brightest clients. Providing high-output business success for ambitious, growth-oriented clients is Jake's passion.

For expert guidance and individually tailored wealth management services
👉Social Media Links - https://linktr.ee/jacobclaver
👉Email [email protected]
👉 Website - https://www.digitalfamilyoffice.io/

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▬▬▬▬▬ TIMESTAMPS ▬▬▬▬▬

00:00 - Intro
00:13 - Meet Jake Claver
01:00 - Digital Asset Liquidity
02:02 - Family Governance & Investment
05:45 - Explaining 'Family Office'
07:08 - Digital Assets in the US
08:17 - Certifications for Selling Financial Products
10:00 - Estate Planning & Cryptocurrency Inheritance
10:23 - Case Study: Unexpected Death and Crypto Inheritance
11:01 - Challenges of Inheritance and Asset Distribution
11:29 - Role of Trusts in Estate Planning
11:38 - PolySign Standard Custody and Trust, setting up trusts in Wyoming
13:56 - Transferring digital assets to the next generation
15:13 - Complexity of crypto trading
16:59 - Tax concerns & Unified Gift Exclusion in the US.
19:01 - Importance of Having a Wealth Plan
20:02 - Annual Distributions and Tax Avoidance
23:09 Introduction to trust investment strategies
24:40 Loan options and caution with DeFi protocols
27:00 The audit risk of paying zero taxes
28:52 Contact information for Jake (Beyond Broke)
29:20 Closing remarks

▬▬▬▬▬ FOLLOW ▬▬▬▬▬

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▬▬▬▬▬ SPONSOR ▬▬▬▬▬

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▬▬▬▬▬ NOTICE ▬▬▬▬▬

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📜 Disclaimer
All opinions expressed by the show’s host and guests are their own. Do not construe them as tax, legal, or financial advice. In addition, they may not represent the policies or opinions of our sponsor, CryptoTaxAudit. Research legal, tax, and financial guidance and advice as needed.

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More videos from Clinton Donnelly: https://www.youtube.com/watch?v=TRe8IUc1iKU
https://www.youtube.com/watch?v=K__SSm9WZh0

Realated Seareches: Wealth management strategies - Digital assets and cryptocurrencies - Family office governance - Financial committees and decision-making - Estate planning for cryptocurrencies and digital assets -Trusts and asset distribution in wealth management - Tax implications of digital assets and cryptocurrencies - Investment strategies for digital assets - Crypto tax compliance and audit tips - Financial planning for high-net-worth individuals - Cryptocurrency inheritance and succession planning - Asset liquidity in the digital asset space - DeFi protocols and risks in wealth management