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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.
