Vital Strategies 103 | The Secret to Keeping Your Crypto Millions Safe and Tax-Efficient with Jake Claver
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
Resources:
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Credits:
Sponsored by Vital Wealth
Music by Cephas
Art work by Two Tone Creative
Audio, video, research and copywriting by Victoria O'Brien