Navigating Wealth Management with Bitcoin and Trusts

Connect with Onramp // Onramp Terminal // First Covenant Trust & Advisors // Onramp Bitcoin Dynasty Trust Services // Full deep dive report from Onramp

The Last Trade: a weekly, bitcoin-native podcast covering the intersection of bitcoin, tech, & finance on a macro scale. Hosted by Jackson Mikalic, Michael Tanguma, & Brian Cubellis. Join us as we dive into what bitcoin means for how individuals & institutions save, invest, & propagate their purchasing power through time. It's not just another asset...in the digital age, it's The Last Trade that investors will ever need to make.

00:00 – Intro to Paul Hoilman of First Covenant

04:22 – Launching: Onramp Bitcoin Dynasty Trusts

07:10 – From TradFi to Trust Planning to Bitcoin

12:05 – The Estate Planning Gap in Bitcoin

16:10 – Why South Dakota Trust Law Wins

21:25 – Protecting Wealth Like a Billionaire

27:05 – Plan Before Bitcoin Hits $1M

31:35 – Dynasty vs. Asset Protection Trusts

36:25 – $29M Saved: Case Study Breakdown

42:00 – Solving the Custody Problem

46:35 – Keep Control: Lending & Liquidity

51:30 – Privacy & Lawsuit Protection

55:00 – From Self-Custody to Legacy Planning

58:30 – How to Set Up a Dynasty Trust

01:05:53 – Outro and Disclaimer

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