Biography · Dallas, Texas
Jake Claver works where digital assets meet family wealth.
Jake is Chairman and Principal of DAG, founder of Syndicately, and co-author of two books. His public work examines custody, estate and entity structure, tokenization, family-office operations, and private markets.
Profile 01 · current
- Current role
- Chairman and Principal, DAG
- Founded
- Syndicately
- Subjects
- Custody, structure, tokenization
- Based
- Dallas, Texas
The work started with the operating model.
A concise background for readers, producers, and event organizers.
A family office is an operating model. Jake’s work focuses on what that model needs when digital assets sit on the balance sheet.
Jake came to the field through a finance degree from the University of North Texas, family-office operations, and blockchain infrastructure. He holds the Qualified Family Office Professional credential and trained on the R3 Corda tokenization stack at protocol level.
He serves as Chairman and Principal of DAG, the Dallas multi-family office he co-founded in 2022. He also founded Syndicately, software for special purpose vehicle documents, investor onboarding, and administration.
His writing and speaking follow the same set of practical questions: who holds the asset, who can move it, how ownership survives incapacity or death, what an auditor can verify, and where a tokenized record becomes an enforceable position.
The reasoning stays public. The archive contains written research, recorded explanations, and more than two hundred full live question sessions. Readers can inspect the work by date and subject instead of relying on a short biography.
The facts behind the biography.
Education, credentials, and current public roles, kept in one place.
Company linksUniversity of North Texas
Finance degree.
Qualified Family Office Professional
QFOP credential in family-office practice.
R3 Corda
Training and certification on the Corda tokenization stack.
DAG
Co-founder, Chairman and Principal of the Dallas multi-family office. Official profile.
Syndicately
Founder of the software platform for special purpose vehicle administration.
Two books, both written with Max Avery.
Private-market mechanics in the first. Liquidity planning for digital-asset holders in the second.
Book details and links
Wealth in Numbers
A working look at special purpose vehicles, syndication, and private investment.
View the book
Infinite Banking for Crypto Investors
A book about liquidity planning for digital-asset holders. Educational content, with no product recommendation.
View the bookFeatures, interviews, and institutional stages.
Each row links to the publisher, organizer, or program page.
Open the full media indexFour useful answers.
Short routes for readers, producers, and event organizers.
What does Jake write and speak about?
Digital-asset custody, estate and entity structure, tokenization of real-world assets, family-office operating models, and special purpose vehicles.
Where can I read or watch the full record?
The research archive, video library, and live Q&A archive keep the public work organized by format and date.
Which credentials does Jake hold?
He holds the Qualified Family Office Professional credential, trained on the R3 Corda tokenization stack, and earned a finance degree from the University of North Texas.
How do I contact Jake for media or speaking?
Use the contact page for press and general inquiries. Event organizers can review topics and formats on the speaking page.