Modern Wealth Holders and What They Need from Advisors

“We’re at a historic inflection point. Wealth is changing hands at a level we’ve never seen before, into the hands of new decision makers with a broader view of what their wealth is for.”Building on our episode about Bitcoin custody and wealth planning, this conversation shifts from mechanics to people: modern wealth holders and the practitioners who serve them. Co-Founder and CEO Matt McClintock and President of Client Services and Asset Management Sune Hojgaard-Sorensen to explore a historic wealth transfer, the rise of new decision makers, and how Bespoke’s “how to own, where to own, what to own, and why” framework supports a more values-driven approach to stewardship.