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
Jake Claver is a family office professional and digital-asset strategist, and Chairman of DAG.
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.
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.
Charts and graphics
Run them. Credit them.
Speaking history
Stages, most recent first.
- 2026 Consensus InstitutionalCoinDesk’s institutional program. Miami Beach Convention Center, 5 to 7 May. Speaker
- 2026 How HNWI and family offices are investing in digital assetsDigital Assets Council of Financial Professionals, presented with Ric Edelman. Accredited for CFP and CFA continuing education. Co-presenter
- 2025 SALTThe institutional allocator conference. Digital assets from the seat that answers to a board. Speaker
-
2025 ETH DenverThe largest Web3 developer gathering in the United States. Speaker
-
2025 XRP Las VegasOn the ledger’s payment rails and what settlement actually changes for a treasury. Keynote
-
2025 Digital Fusion SummitFamily offices and blockchain leaders, on custody, regulation and infrastructure. Convened by DAG. Host
-
2024 USA-UAE Alliance Blockchain SummitDubai. Cross-border structure and the regulatory gap between two jurisdictions. Speaker
-
2023 XRP Las VegasKeynote on blockchain utility inside a digital-asset portfolio. Keynote
In the press
Where the work gets cited.
- CoinDesk Tales from a crypto wealth managerReported by Ian Allison. Claver on institutional custody at Anchorage, sub-account structure, and why a client should never end up a creditor. Nov 2025 · Feature
- Crain Currency While digital assets remain risky business, family offices still find them alluringReported by Tyrone Townsend. Claver on interoperability between traditional and digital rails, and what a regulated ETF changes for a family office. Apr 2024 · Quoted
- Consensus Speaker, Consensus InstitutionalCoinDesk’s institutional program, Miami, May 2026. Listed as Chairman, DAG. 2026 · Stage
Show four more verified appearances
- DACFP How HNWI and family offices are investing in digital assetsPresented with Ric Edelman for the Digital Assets Council of Financial Professionals. Accredited for CFP and CFA continuing education. Jan 2026 · CE webinar
- SALT Speaker, SALTThe institutional allocator conference. Digital assets from the seat that has to answer to a board. Speaker profile
- Tamarind Learning Decoding digital assets: risk, regulation and the future of family wealthLong-form interview for the family-office education platform, on what actually changes when the asset has no transfer agent. Podcast
- Wiggin and Dana Unlocking digital-asset potentialFuture Focused, the private client podcast from the law firm’s estate-planning practice, hosted by Erin Nicholls and R.J. Kornhaas. Recorded for an audience of attorneys, advisers and CPAs. Apr 2025 · Podcast
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.
Wealth in Numbers
- Authors
- Max Avery, Jake Claver
- Foreword
- Jordan Hutchinson
- ISBN
- 9798218532659
- Published
- December 2024, 481pp
- Publisher
- Trade Days Publishing
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





