Media kit

Everything you need, already written.

Bios at three lengths, photography, the identity mark, the speaking history and the appearance record. Copy what you need. Nothing here is behind a form, and nothing needs approval before you run it.

Fact sheet

The details people get wrong.

Name
Jake ClaverPronounced CLAY-ver. Jacob Claver on formal documents. Claver on second reference.
Title
Chairman and Principal, DAGFor a general audience: family office professional and digital-asset strategist.
Founded
DAG, DAG Wealth, SyndicatelyDAG is the Dallas multi-family office he co-founded in 2022.
Education
Finance, University of North Texas
Credentials
Qualified Family Office ProfessionalQFOP. Separately certified on the R3 Corda tokenization stack.
Based
Dallas, TexasUS Central time, UTC-6, and UTC-5 under daylight saving.

Biography

Three lengths. Take one.

Written to be run verbatim

One line 14 words

Jake Claver is a family office professional and digital-asset strategist, and Chairman of DAG.

Short 52 words

Jake Claver is a family office professional and digital-asset strategist based in Dallas. He is Chairman and Principal of DAG, a multi-family office he co-founded in 2022 for families whose balance sheets include digital assets. A Qualified Family Office Professional, he writes and speaks on custody, entity and estate structure, and tokenization.

Long 130 words

Jake Claver is a family office professional and digital-asset strategist working where those two disciplines have to meet inside a single document: custody arrangements that satisfy an institution and a self-sovereign holder at once, entity structures that survive a death, a divorce and an audit, and tokenized positions a trustee can actually account for. He is Chairman and Principal of DAG, the Dallas multi-family office he co-founded in 2022, and founder of DAG Wealth and Syndicately. He holds a finance degree from the University of North Texas, is certified as a Qualified Family Office Professional, and trained on the R3 Corda tokenization stack. He has published more than a thousand written pieces and hosted over two hundred unscripted live sessions, and is the co-author of two books with Max Avery.

Please do not describe Jake as an adviser to the reader, or attribute investment advice to him. He is available for comment on structure, custody and tokenization.

Photography

Cleared for editorial use.

Open full photo gallery
Jake Claver, studio headshot
HeadshotWEBP
Jake Claver seated at a desk in a navy suit
Portrait, seatedWEBP
Jake Claver at his desk beside a framed newspaper front page
Portrait, alternateWEBP
Jake Claver in profile outside a glass office building
EnvironmentalWEBP
Jake Claver on stage at the Digital Fusion Summit
On stageWEBP

Credit as supplied where a photographer is named. No cropping across the face, no recoloring, no compositing onto another background.

Charts and graphics

Run them. Credit them.

What you can do
Publish, post and print themNo permission needed and no fee, commercial publications included. Crop and resize to fit your layout.
What we ask
Credit Jake Claver and link the articleThe link matters more than the name. Each card states one finding, and the article behind it carries the sourcing.
What to leave alone
The figures and the wordingDo not change the numbers, the source line or the mark, and do not present a card as an endorsement of any product or firm.

Speaking history

Stages, most recent first.

Booking and topics

In the press

Where the work gets cited.

Full public record
Show four more verified appearances

Commentary on custody, tokenization, and family-office structure. Every source above is dated and linked.

Available for comment

Subjects he can take apart.

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 & 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 & real-world assets

The difference between an asset that genuinely settles on-chain and one that is a database with extra steps, and why that difference lands on a balance sheet.

Family office operating models

How a single-family or multi-family office actually runs day to day: reporting, controls, governance, and who is permitted to do what.

Books

Two titles, both in print.

Cover of Wealth in Numbers

Wealth in Numbers

Authors
Max Avery, Jake Claver
Foreword
Jordan Hutchinson
ISBN
9798218532659
Published
December 2024, 481pp
Publisher
Trade Days Publishing
Cover of Infinite Banking for Crypto Investors

Infinite Banking for Crypto Investors

Authors
Max Avery, Jake Claver
Foreword
Karl Von Schwarz
ISBN
9798218898625
Published
December 2025
Publisher
Trade Days Publishing

Press contact

On deadline? Say so first.

Media inquiries
Contact form, media routeRead within two business days. Put the deadline in the first line and it moves to the front.
Speaking
Booking and topicsKeynote, panel, fireside and podcast. Formats and lead times on the speaking page.
Kit updated
August 2026Bios, photography and the speaking history are reviewed quarterly.