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Wealth Management & Crypto Custody Strategies with Jake Claver

Season #2

In this episode, Clinton invites Jake Claver from the Digital Ascension Group to discuss wealth management strategies, digital asset custody, and long-term financial planning. They explore the beginning of a potential bull market, insights on managing digital assets, market dynamics, tax strategies, and the growing interest from institutional investors in the cryptocurrency space.

Uncover the intricacies of advanced tax planning, estate structuring, and the art of safeguarding your assets for future generations. Whether you're a seasoned investor or just stepping into the world of digital assets, this episode is a treasure trove of valuable insights to enhance your understanding of wealth management. Don't miss out on this empowering opportunity!

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📣 Guest: Jake Claver Jake Claver is a top-performing business leader, keynote speaker, and performance expert. Over the past decade, he has built a prolific consulting business and continues to work with the best and brightest clients. Providing high-output business success for ambitious, growth-oriented clients is Jake's passion.

For expert guidance and individually tailored wealth management services:
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Disclaimer All opinions expressed by the show's host and guests are their own. Do not construe them as tax, legal, or financial advice. In addition, they may not represent the policies or opinions of our sponsor, CryptoTaxAudit—research legal, tax, and financial guidance and advice as needed.