The Secret to Keeping Your Crypto Millions Safe and Tax-Efficient with Jake Claver

Video Description

What happens when crypto wealth skyrockets overnight but there’s no plan to protect it, grow it, or pass it on? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Jake Claver, Managing Director, CEO, and Founder of Digital Ascension Group, to explore how today’s high-net-worth crypto investors are turning digital volatility into lasting wealth. Together, they break down how to build a family office framework that safeguards assets, reduces taxes, and creates generational stability, even if your fortune began with a single successful trade.  Patrick and Jake dive deep into topics like digital asset custody, Wyoming LLC structures, asset protection trusts, and how borrowing against crypto can unlock liquidity without triggering massive tax bills. This episode is packed with practical insights for entrepreneurs who want to protect their wealth, grow strategically, and align their money with their life’s mission.  Key Takeaways  How family office structures help crypto investors manage risk and plan for the future  Why secure custody through institutional partners like Ascension is critical for digital assets  The role of Wyoming LLCs and asset protection trusts in wealth preservation  How to borrow against crypto for liquidity, without selling or paying unnecessary taxes  Why diversification and professional guidance are key once wealth is built  Recommended books for mastering generational wealth and strategy  The mindset shift from chasing returns to structuring sustainable, tax-efficient wealth  Learn More About Jake: Website: digitalfamilyoffice.io  Community: beyondbroke.com Episode Resources: The Family Office Book by Richard C. Wilson Borrowed from your Grandchildren by Dennis Jaffe Who Not How by Dan Sullivan The Future Is Faster Than You Think by Peter Diamandis & Steven Kotler Visit www.vitalstrategies.com to download resources Listen to the podcast on your favorite app: https://link.chtbl.com/vitalstrategies Follow on Instagram at https://www.instagram.com/vital.strategies Follow on Facebook at https://www.facebook.com/VitalStrategiesPodcast Follow on Linked In at https://www.linkedin.com/in/patricklonergan/ Transcript available at: https://vitalstrategies.com/episodes/ Submit questions to the podcast: https://vital-strategies-2.ck.page/2ad198412a Credits: Sponsored by Vital Wealth at vitalwealth.com Music by Cephas: https://open.spotify.com/artist/6ullBRZTTK0lT7fUqbgbKD?si=R8WPsF7URVKI4IecssiBEA Podcast audio, video, research and copywriting produced by Victoria O'Brien