Aug 11, 2026 · 58 min · 12 segments
This episode is for attorneys, CPAs, and other professionals whose affluent clients are asking about Bitcoin. Host Claire Martin sits down with Matt McClintock, Founder and CEO of Bespoke Group, to…
Matt McClintockGuest
Claire MartinHost
think the most relevant audience for this will be attorneys other professionals who are working with affluent people where the conversation of bitcoin comes up to a certain degree it's hard to escape the conversation around bitcoin anymore we've talked in previous conversations i think it's just apparent that the overton window has shifted people are talking about bitcoin we've got tens of billions of dollars of Bitcoin sitting in exchange-traded products.
We've got publicly traded companies that are holding significant amounts of Bitcoin in corporate treasury.
Wealth is changing hands at a dramatic rate that is only increasing over the course of the next couple of decades.
And Bitcoin specifically, and I would say crypto more generally, is now squarely within the public's imagination.
The more professionals who are serving affluent clients are paying attention, the more this becomes increasingly relevant.
And it's been my experience that a lot of people who are maybe new to the digital asset space but who have experience in working with affluent people may not necessarily understand some of the important differences between Bitcoin and other digital assets.
So I think hopefully we can make that a little bit clearer through this conversation.
We've moved from this rejection of this thing to now I think there's an acceptance that, okay, this is part of the reality.
They shouldn't necessarily have an unfavorable opinion of it because the reality is, as I discovered in 2017 when I worked with my very first client in this space, The reality is what it is.
But I think, again, to the point of this conversation, it's important to distinguish Bitcoin from other digital assets because it also plays a because the distinction has an impact on people's holding periods.
And there are just there are characteristics of Bitcoin that are unique that make it a different asset from a planning perspective, not from a tax perspective, but certainly from a planning perspective.
think the most relevant audience for this will be attorneys other professionals who are working with affluent people where the conversation of bitcoin comes up to a certain degree it's hard to escape the conversation around bitcoin anymore we've talked in previous conversations i think it's just apparent that the overton window has shifted people are talking about bitcoin we've got tens of billions of dollars of Bitcoin sitting in exchange-traded products.
We've got publicly traded companies that are holding significant amounts of Bitcoin in corporate treasury.
Wealth is changing hands at a dramatic rate that is only increasing over the course of the next couple of decades.
And Bitcoin specifically, and I would say crypto more generally, is now squarely within the public's imagination.
The more professionals who are serving affluent clients are paying attention, the more this becomes increasingly relevant.
And it's been my experience that a lot of people who are maybe new to the digital asset space but who have experience in working with affluent people may not necessarily understand some of the important differences between Bitcoin and other digital assets.
So I think hopefully we can make that a little bit clearer through this conversation.
We've moved from this rejection of this thing to now I think there's an acceptance that, okay, this is part of the reality.
They shouldn't necessarily have an unfavorable opinion of it because the reality is, as I discovered in 2017 when I worked with my very first client in this space, The reality is what it is.
But I think, again, to the point of this conversation, it's important to distinguish Bitcoin from other digital assets because it also plays a because the distinction has an impact on people's holding periods.
And there are just there are characteristics of Bitcoin that are unique that make it a different asset from a planning perspective, not from a tax perspective, but certainly from a planning perspective.
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