Strategic Wealth Briefing with Jake Claver, QFOP

The Importance of Capital Allocation for Private Wealth Management

Managing private wealth is a complex and nuanced endeavor. One of the most critical aspects of this process is capital allocation. Capital allocation involves deciding how to distribute financial resources to achieve the best possible return, considering the family's unique goals and needs. In this blog post, we'll explore the fundamentals of capital al…

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Navigating Family Office Development

Family offices have become a pivotal aspect of wealth management and preservation, catering to the unique needs of affluent families around the globe. As the number of family offices continues to surge, understanding their structure, purpose, and evolution is essential for those looking to institutionalize their family's wealth. This article delves into…

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Raising Capital: Establishing a Substantive Pre-existing Relationship Under Rule 506(b)

In the world of private investing in the U.S., Rule 506(b) of Regulation D is a key rule. It says that before starting to offer investments, the people or companies selling them must already have a real and meaningful connection with the people they want to invest. This rule serves as a cornerstone for ensuring informed and prudent investment decisions,…

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USA-UAE Alliance Summit March 6, 2024

I'll be in Dubai next week, March 6th for a presentation at the USA-UAE Alliance summit. This is an exciting collaboration as the goal of the USA–UAE Alliance is to be the bridge gap for trade and strategic investment between the US and Middle East using blockchain technology.

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Family Offices Leading Investment Trends: Using SPVs for Direct Investment

Over the years, many family-run investment offices have started investing directly in startups, moving away from their usual practice of letting professional fund managers handle their investments. This shift is driven by a desire for more control and the chance for higher profits, helped along by a younger generation stepping into leadership roles.

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Understanding Bitcoin: Past and Future

Bitcoin has secured its place in the spotlight once again with increasing volume as ETFs swell and the price grows. The digital asset space is primed for major growth as more daily inflows see now signs of slowing. Blackrock has substantially increased its position in a very short period of time, and other asset managers are taking large positions as wel…

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Protect Your Wealth: Why You Need a Team of Experts When You Get Rich

Establishing a board of advisors and a financial committee is essential, particularly for individuals who have recently acquired substantial wealth. It's crucial to have a team of skilled professionals to help in sustaining and increasing your wealth. These experts are instrumental in areas like estate planning, reducing tax liabilities, keeping up with…

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Bitcoin Breakthrough: How the BTC Spot ETF Could Revolutionize Legacy Investment

Worlds are colliding and the landscape of traditional finance managers and crypto investment is on the cusp of a significant transformation. For financial advisors and wealth managers, this will be a key moment to consider. This change is primarily hinged on the potential approval of the first spot Bitcoin Exchange-Traded Fund (ETF) in the United States.…

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Crafting an Effective Mission Statement for your Family Office

Are you sure about the clear goals and values you want your family office to have? Maybe you're thinking about having your professional team focus on making as much money as possible every year, no matter the risks. Or perhaps you'd rather they prioritize preserving wealth for the next generation. Have you taken the time to consider what values and prio…

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Considerations When Managing Family Wealth

Managing family wealth goes beyond finances; it's about nurturing strong relationships, shared values, and a legacy. Join us as we break down the key components of safeguarding your family's prosperity into future generations. In our first installment, discover the crucial step of involving the Next Generation early on. Don't miss out on valuable insigh…

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