The World’s #1 Personal Development Book Podcast!

In today’s episode, we have the pleasure to interview Jake Claver, author of Wealth in Numbers: How to Syndicate Private Investment Deals for Passive Income and Financial Freedom.

Jake is a distinguished leader in the family office space, a keynote speaker, and a performance expert. As Managing Director of Digital Ascension Group, he serves high-net-worth and ultra-high-net-worth families with customized investment strategies. He also leads Syndicately, a cutting-edge SPV investment management platform helping others syndicate private deals with clarity and compliance.

Jake’s expertise spans traditional finance, DeFi, blockchain technology, and wealth preservation. He’s helped reimagine dozens of family offices, building investment vehicles that are digitally savvy, AI-enhanced, and authentically anti-fragile. With multiple certifications and over a decade of experience, Jake is a recognized voice in both finance and Web3 innovation.

In this episode, you’ll learn how syndications and SPVs really work, why this investment vehicle is becoming more accessible to everyday investors, and how to leverage your network to create long-term wealth. Jake also shares what it means to build anti-fragile portfolios, how to delegate and scale with purpose, and why digital mentorship through books has shaped his entrepreneurial mindset.

We hope you enjoy this incredible conversation with Jake Claver.

To Learn more about Jake and buy his book follow the links below:

The Book: https://a.co/d/8t1YM6N

Website: https://www.jakeclaver.com/

https://www.syndicately.com/

https://www.digitalwealthpartners.net/

https://www.digitalfamilyoffice.io/

Chapters:

1:58 – The Story Behind Jake and His Book

4:44 – Why Alternative Deal Types Matter in Investing

7:07 – Building a Great Team & Scalable Systems

8:21 – Learning to Delegate & Embracing Imperfection

9:50 – Taking a Small Piece of a Big Pie

11:02 – Mentorship: Learning from Experience & Books

16:13 – What Is an SPV? Structuring Alternative Deals

19:33 – Building Business Relationships Online

21:32 – Alternative Investments & Finding Jake’s Book

23:31 – Your Network Is Your Net Worth

25:36 – Book Rec: “Buy Back Your Time” & Audiobooks

26:23 – The Power of Consistent Social Media Presence

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Wealth in Numbers: How to Syndicate Private Investment Deals for Passive Income and Financial Freedom

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