Family Office · Digital Assets
Jake Claverkeeps it structured.
Family office structure for digital assets, built across custody, entities, estates, tokenization, and private markets.
In the press
Where the work gets cited.
Commentary on custody, tokenization, and family-office structure. Every appearance is dated, credited to its reporter, and linked on the media kit.
Digital assets need an operating structure.
Custody, entities, succession, tokenized positions, and private-market documents only work when the decisions connecting them are explicit.
Digital-asset custody
Where self-custody, qualified custodians, and hybrid key arrangements each break, and what each choice does to an audit, a trustee’s duties, and an heir’s access.
Entity and estate structure
How Wyoming LLCs, trusts, and holding companies behave once the asset inside them has no transfer agent and no account anyone can call.
Tokenization and real-world assets
The difference between an asset that genuinely settles on-chain and one that adds another database, and why that distinction lands on a balance sheet.
Family office operating models
How a single-family or multi-family office runs day to day: reporting, controls, governance, and who is permitted to do what.
Private markets and SPVs
How syndicates and special purpose vehicles are assembled, what the documents have to carry, and the places the paperwork usually gives way.
- Identify
- Prove
- Access
- Record
The test of a structure is whether it still works when the person who built it is out of the room.
His grounding spans a finance degree from the University of North Texas, family-office operations, the Qualified Family Office Professional credential, and protocol-level training on the R3 Corda tokenization stack.
More than a thousand written pieces and two hundred unscripted live sessions keep the reasoning in public, where anyone can inspect it.
Subjects Jake writes and speaks about. Educational only, not tax, legal, or investment advice.
A record kept in public.
Latest research
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What Institutional Custody Does Not Protect You From
Which XRP and crypto custody services carry insurance, what that insurance excludes, and the four risks institutional custody leaves with you.
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The Credentials Amendment: How the XRP Ledger Does KYC Without Publishing Your Identity
The Credentials amendment lets the XRP Ledger enforce KYC and accreditation checks on-chain while the underlying identity documents…
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Every XRP Ledger Amendment: The Complete Verified Index
The XRP Ledger has changed 93 times by validator consensus. This is the complete list, with the activation…
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RLUSD and XRP Are Not Competing for the Same Job
If RLUSD exists, what is XRP for? A destination and a router are two different jobs, and the…
The things people ask first.
What does a family office actually do?
A family office is an operating model, not a size. It centralizes the administration of a family’s capital: custody and reporting, entity and trust structure, tax coordination, and the governance that decides who can do what. The threshold question is never net worth, it is whether the complexity has outgrown ad hoc management.
Why do digital assets need a different structure?
Because there is no transfer agent and no account to call. A traditional holding depends on an institution that can be instructed, subpoenaed or inherited from. A self-custodied digital asset depends on a key. That single difference changes custody documentation, entity choice, estate mechanics and what an executor can actually do.
What is a Wyoming LLC used for in digital-asset holding?
Wyoming statutes give an LLC clear treatment for digital assets and strong charging-order protection, which is why the structure keeps appearing in family-office plans. It is a container, not a strategy: it matters because of how custody, the operating agreement and succession are drafted inside it.
What happens to digital assets when the holder dies?
Whatever the key allows. A will can direct who inherits, but it cannot execute a transfer that nobody has the credentials to perform. The gap between legal title and practical access is where most digital-asset estates fail, and closing it is a documentation problem solved before it is needed, never after.
Self-custody or a qualified custodian?
Both have real failure modes and neither is theoretical. Self-custody fails on key loss and succession. Institutional custody fails on counterparty and access risk. The answer depends on who the holder of record is, what a trustee or auditor has to be able to verify, and how the position is expected to move.
Educational only, not tax, legal, or investment advice.
Two books, both in print.
Wealth in Numbers
The Ultimate Dealmaker’s Guide to SPVs, Syndication, and Private Investment
Written with Max Avery, foreword by Jordan Hutchinson. How a special purpose vehicle is actually assembled, what the documents have to carry, and how a syndicate is run once the money is in.
Barnes & Noble
Infinite Banking for Crypto Investors
The Old-Money Strategy to Borrow, Grow and Protect Your Digital Assets
Written with Max Avery, foreword by Karl Von Schwarz. The liquidity problem every long-term holder eventually meets: needing cash without selling the position, and the borrowing structures that have been used for it since long before crypto existed.
Barnes & NobleBoth titles describe general concepts and are educational. Neither is a recommendation of any product, policy, or security.
Where he spends his working day.
Founder, operator, chairman, and host across four businesses and communities.
A Dallas multi-family office working with families and founders whose balance sheets include digital assets.
Co-founderChairman and Principal
The SEC-registered investment adviser inside the same group. Advisory work is carried out by the firm and its registered personnel.
Founder
A membership community for operators and founders, built around candid business strategy.
Host
Software for the documents, investor onboarding, and administration generated by a special purpose vehicle.
Founder
On stage, on set, on the record.
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