Crypto Wealth Management, Institutional Adoption & Digital Assets (Ep. 143)
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What happens when a traditional financial system collides with a new era of digital assets and investors are still trying to figure out where they fit?
In this episode, we are joined by Jake Claver, Principal of Digital Ascension Group, to unpack how digital assets are reshaping investing, financial infrastructure, and long-term wealth strategy.
Jake breaks down how crypto evolved from a speculative idea into an emerging institutional asset class, and why the real shift isn’t just about coins but about how money, settlement, and ownership itself are being rebuilt.
Listeners will learn how blockchain technology is moving beyond speculation into real-world financial infrastructure, why institutional adoption is accelerating, and how families and investors can think about crypto within a broader portfolio strategy.
The conversation also explores custody, regulation, risk, and opportunity, plus how digital assets may integrate into everything from payments to global markets over the next decade.
What you’ll take away:
- How blockchain works as a distributed ledger for financial systems
- Why Bitcoin is increasingly viewed as “digital gold”
- How crypto enables faster, lower-cost global transactions
- Why institutional adoption is accelerating across major banks
- How tokenization could transform real estate and markets
- How families are approaching crypto allocation and risk
- Why custody and security are critical in digital asset investing
- How financial systems are moving toward real-time settlement
- Why digital assets are being integrated into long-term portfolio strategy
- And more!
Connect with John and Michael Parise:
- 856-988-8300
- Copper Beech Financial Group
- LinkedIn: John Parise
- LinkedIn: Michael Parise
- LinkedIn: Copper Beech Financial Group, LLC
- Facebook: Copper Beech Financial Group, LLC
Connect with Jake Claver:
About Our Guest:
Jake Claver works at the intersection of family office wealth management and digital assets—a space that’s still unusual, and exactly where he’s built his expertise.
He is Chairman of Digital Ascension Group, a multi-family office serving high and ultra-high net worth clients, and founded Digital Wealth Partners, a standalone wealth advisory practice. He also leads the SPV investment management platform at Syndicately. Across all three, the focus is consistent: helping families navigate blockchain, tokenisation, and digital assets before those decisions are forced on them.
On the credentials side, he holds a Certified Qualified Family Office Professional designation and an R3 Corda Certified Business Professional certification in tokenisation—specialised qualifications that are still rare in this space. He has also built education programs for family office and digital asset professionals to address a gap he repeatedly encountered in the market. He studied finance at the University of North Texas.