Contact
Start a conversation.
Pick the route that fits what you need. It reaches the right desk faster than a general message does, and it tells Jake what he is reading before he opens it.
Four routes
General
Anything that does not fit the other three.
Speaking & podcasts
Conferences, panels, studio or remote.
Media & press
Comment and background for journalists on deadline.
Client inquiry
Passed to the relevant firm. It is not answered on this page.
The office
Address5910 N Central Expressway, Suite 1450
Dallas, TX 75206
CredentialsQualified Family Office Professional · R3 Corda tokenization
BooksWealth in Numbers · Infinite Banking for Crypto Investors
Send a message
Tell me what you are working through.
A sentence or two is plenty. Everything here is educational correspondence, not tax, legal or investment advice.
What happens next
Every message is read
A person opens each one. The route you picked decides whose desk it reaches first.
A reply within two business days
Usually shorter. Press working to a deadline should put the deadline in the first line.
The right desk, or none
Speaking and press are answered directly. A client inquiry is passed to the relevant firm, which handles it under its own compliance.