Strategic Wealth Briefing with Jake Claver, QFOP
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jakeclaver.substack.comLatest Issues
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I’m going to ask you to do something I don’t usually do.
Pull up a name in your head. Someone you know who’s been in traditional wealth management for a while. The kind of advisor who built their book the hard way through cold calls, refer...
Your Trust Probably Covers Everything Except Your Crypto
Open your living trust. Find the trustee powers section. Count how many times the words “private key” appear.
The answer is probably zero.
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TL;DR
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Is Your Family One Health Scare Away From Chaos?
You probably know exactly where everything is.
The accounts. The advisors. The strategy. The history of every decision you’ve made over the last decade.
Now ask yourself: does anyone else?
Most wealthy families run like this. One person...
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