Bitcoin Financial Services Summit

Bitcoin Financial Services Summit

Matt McClintock

I’m Matt McClintock, founder and Executive Managing Director of The
Bespoke Group, a multi-family office born from the needs of a single family
and shaped by the complexities of global wealth, bitcoin adoption, and
cross-border planning. For over 20 years, I’ve worked with ultra-affluent
families, crypto pioneers, and wealth creators who live unconventionally,
and who need strategies that match.


Session

10-17
11:50
25min
Panel #3 - Inheritance & Trust Planning 101
Matt McClintock, Jordan Guess, Mitch Moore, Joshua Preston, Kyle M. Lawrence

Learn the fundamentals of incorporating bitcoin into estate and trust strategies. Experts will cover key considerations for secure transfer, compliance, and structuring plans that preserve wealth across generations.

Presentation Side