David Green

Chief Fiduciary Officer at First Covenant Trust & Advisors and South Dakota–chartered trust expert specializing in estate, tax, and dynasty-trust planning for high-net-worth clients.

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Aug 20, 2025 • 1h 3min

Trust Experts Reveal the Strategy to Protect Your Bitcoin Fortune

David Green and Paul Hoylman from First Covenant Trust & Advisors explore the intricacies of protecting Bitcoin wealth. They discuss how estate planning is crucial for Bitcoin holders, framing it as an 'acorn' asset that can yield significant growth. The duo delves into directed trusts, which allow investors to maintain control over their holdings, and multi-institution custody for safer asset management. They emphasize the need for specialized trust solutions to address Bitcoin's unique risks and highlight the importance of clear legacy goals in trust structures.

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