Listen

Description

Connect with Onramp // Jackson Mikalic on X // First Covenant Trust & Advisors

Onramp Bitcoin Dynasty Trusts

Download deep dive report from Onramp

Scarce Assets: a biweekly podcast presented by Onramp which delves into the emergent role of bitcoin in finance professionals' strategies and outlooks. Hosted by Jackson Mikalic, Scarce Assets provides invaluable insights for wealth managers aiming to outperform their peers in the decades ahead. Finance professionals everywhere know about stocks and bonds, but the macroeconomic outlook requires that serious investors pay close attention to another category: Scarce Assets.

00:00 – Onramp Bitcoin Dynasty Trusts

03:53 – First Covenant & David Greene’s Background

08:26 – Why Estate Planning Matters for Bitcoin

12:41 – Bitcoin as the “Acorn” Asset

17:41 – Trust Structures & Directed Trusts

25:21 – Multi-Institution Custody (MIC)

32:31 – Trusts as Protocols

38:56 – Setting Up a South Dakota Trust

44:46 – Costs & Accessibility

49:36 – Gifting, Sales & Borrowing Against BTC

57:26 – Implementation & Closing Thoughts

01:02:47 – Outro & Disclaimer

Please subscribe to Onramp Media channels and sign up for weekly Research & Analysis to get access to the best content in the ecosystem weekly.