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Maximizing Wealth Protection Before a Liquidity Event - Jake Claver w @DigitalOutlookChannel
Jake Claver
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5/26/2025
Find more from Jake Claver by visiting the links below:
🖥Websites🖥
Digital Ascension Group - https://www.digitalfamilyoffice.io
Beyond Broke Mastermind - https://mastermind.beyondbroke.com
Social media
Twitter - https://www.twitter.com/beyond_broke
Linkedin - https://www.linkedin.com/in/jacobclaver/
TikTok - https://www.tiktok.com/@jakeclaverqfop
Facebook - https://www.facebook.com/jakeclaverqfop
Category
🛠️
Lifestyle
Transcript
Display full video transcript
00:00
and you're not really thinking making opening up an LLC will be beneficial you could still do a
00:05
trust to secure your family's wealth and you could also sign up for Caleb and Brown so that when you
00:12
go to at least change your your funds exchange your funds it goes directly back into your bank
00:19
account and it's secure and it's not something that you're going to lose in the abyss like you
00:25
said well yeah and I would have those things set up beforehand maybe do some trust some test
00:30
transactions right yeah if you do have an LLC with them they do require that you have a notarized
00:37
operating agreement that's one of the things that I recommend when we do set things up with our
00:41
clients anybody that calls me and we have a conversation that's that's one of the things
00:45
that we do when we move the assets into the LLC
00:48
LLC
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