Unlocking Crypto: Chris's Insights into Wealth Management Innovation

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Website: www.eaglebrook.com

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Timestamps: 

00:00 Introduction: What's Your Crypto Story?

00:23 Early Days: Getting into Crypto

01:00 Transition to Full-Time Crypto

01:23 Joining Morgan Creek Capital

01:57 Insights and Market Gaps

03:21 Founding Eaglebrook Advisors

04:18 Building with Mariner Wealth Advisors

04:29 Launch and Growth of Eaglebrook

05:05 Advisors and Tax Loss Harvesting

05:33 Advisors and Digital Assets

06:46 Platform Features and Client Benefits

07:15 Education and Client Demand

19:40 Tax Loss Harvesting in Crypto

22:46 Estate Planning with Digital Assets

27:39 Market Trends and Predictions

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.