The Bespoke Audio Collection

“Estate planning for a business is not just about the sale. It is about the person, the family and what they actually want their work to mean.” Most owners frame it as a simple financial question: keep the business or sell and move on. In reality, that decision sits on top of founder identity, the next generation’s appetite for stewardship and hard conversations that have been delayed for years. I...

“We are not living through the end of the world. We are living through a transition from one global order to another, and that is uncomfortable.” Geopolitics can feel like an endless scroll of crises, but our Strategic Partner and Geopolitical Advisor Jacob Shapiro focuses on what actually matters for investors: using geopolitics as a method to understand how states behave and to decide where you...

“It used to feel like James Bond or Jason Bourne with a suitcase of passports. Now it is just how serious families manage risk.” Residency and citizenship by investment have moved from the fringe to the main table for wealthy families who want options if the world keeps shifting. In this episode, Henley Group’s Judi Galst and Bespoke’s Sune Hojgaard-Sorensen unpack how “plan B, C, and D” really wo...

“We are no longer talking about theoretical adoption. Clients already have significant wealth in these assets, and it has to be integrated into real planning frameworks.” Bitcoin and other digital assets are no longer outside the system. As bearer assets, they require clear custody, control, and title or even well designed structures fail. Our Founder and CEO Matt McClintock and Kyle Lawrence, Par...

“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...

“For years, when someone walked in with significant Bitcoin wealth, the answer was simply no. Now there is no regulatory argument left for saying you can’t engage with this.” Bitcoin has moved from speculative trade to concentrated family wealth, creating new pressure on estate planners, trustees, and fiduciaries. Founder and CEO Matt McClintock and Tetra CEO Didier Lavallée discuss how to bring a...

“Marketing has become a dirty word, rightfully so. It has been used to manipulate people for nefarious reasons. I’m interested in reclaiming marketing for what it can be: an artistic tool for enhanced communication and deeper understanding.” Welcome to the Bespoke Audio Collection, our podcast exploring how we’re navigating the complexities of generational wealth. Part inquiry, part conversation,...

"We are not generational wealth holders, but we share the builder mindset: the willingness to create something long-term, chase meaning, and prioritize resilience." How do you build something that outlasts you? Our founders Matt McClintock and Jonathan Mintz explore why they set out to create a firm designed to endure and how that vision shapes the way they serve generational wealth holders. By pr...

“My industry has made a business out of making what should be simple, complex… because then you get to be the expert, the gatekeeper.” We are rebuilding the family office model from the ground up: independent in incentives, generational in mindset, and designed around the client. In this conversation, managing director Sune Hojgaard-Sorensen explains why that rebuild is necessary. The traditional...

“You can mask your footprint, but you can’t erase who you are. Privacy is about control, not invisibility.” In a world of constant surveillance, privacy has become both a choice and a discipline. Our Senior Wealth Strategist Mark Ghatan explains how to live intentionally, managing exposure, digital risk, and social engineering threats without surrendering life to fear. We explore how to balance vi...

“Unexpressed expectations destroy relationships. The problem isn’t the wealth, it’s what isn’t said.” Money and inheritance are rarely discussed, yet they often decide whether a family holds together or unravels. Our founder Jonathan Mintz and President Sune Hojgaard-Sorensen explore the pressures of generational wealth and why honest family conversations about purpose, responsibility, and ambitio...

“Family wealth is like a Jenga tower: it gets taller, more top-heavy, and more fragile without support. The wealth strategies are the scaffolding that keeps the whole thing from falling down.” Preserving wealth across generations requires strategy, foresight, and a clear understanding of the structures that sustain it. Founders Matt McClintock and Jonathan Mintz unpack the why, what, where, and ho...

“Many families come to us with a stone in their shoe. It could be illiquid investments, misaligned incentives, or portfolios that lack optionality. Our first job is to take that stone out.” In this conversation, we explore how a client-first philosophy shapes every decision at Bespoke’s asset management and advisory. Managing director Sune Hojgaard-Sorensen guides us through our approach to comple...

“As Bitcoin becomes economically material, pure self-custody becomes less sovereign, not more.” Bitcoin promised transactional sovereignty, but what happens when early adopters hold wealth beyond imagination? Founder and CEO Matt McClintock unpacks the “sovereignty paradox”—how to retain control over Bitcoin wealth while structuring it for long-term impact. We dive into Bespoke’s approach to navig...

“It’s a series of conversations. It doesn’t happen in one meeting. First you figure out what someone is passionate about, then how they want to impact it. And there are a lot of ways to do that.” At Bespoke, philanthropy is treated not as generosity, but as discipline—the deliberate work of translating personal values into measurable impact. In this conversation, our founder Jonathan Mintz examine...

“Everything we do has an impact. Every dollar spent has an impact. The question is how much control and intention you put behind it.” Impact is inevitable, but intention is optional. Ali Marchand, our Senior Client Relationship Manager, explores how we help clients use their wealth as a tool for influence, legacy, and values-driven change. She frames investing as a spectrum—from liquid equities to...

“Resilience means resistant to change, durable against change. Innovation is the wind of change. You want to find companies that have a balance between those two things.” Innovation is the tide that lifts some fortunes and sinks others, and mastering it defines generational investing. Rob Larity, our chief investment officer, explains how making innovation central to investment decisions rather th...