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 than treating it as speculation can grow wealth over decades. He also explores how balancing this approach with resilience against structural and technological disruption helps investors navigate both risk and opportunity.

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 private credit—where every dollar shapes social and environmental outcomes. At the heart of it is stewardship: making wealth intentional and preparing the next generation to carry forward a legacy that reflects more than accumulation.

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 examines how ultra-high-net-worth families move beyond symbolic giving toward strategies that demand rigor, accountability, and long-term vision. From grassroots initiatives to purpose-built institutions, and from donor-advised funds to charitable trusts, the focus is not on how much is given, but how intentionally it is deployed.

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 navigating Bitcoin’s unique challenges and unlocking investment opportunities.

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 complex portfolios, from untangling legacy positions to allocating capital across real assets and global markets while carefully managing currency risk. At the heart of Bespoke’s strategy is disciplined risk management, a focus on equity and long-term value, and a belief in human ingenuity.

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 how of long-term wealth strategy: what role trusts play as flexible scaffolding rather than rigid control, and how thoughtful planning can protect privacy, avoid probate, and support families as circumstances and generations evolve.

Money and inheritance are rarely discussed, yet they often decide whether a family holds together or unravels. Our founder Jonathan Mintz and managing director Sune Hojgaard-Sorensen explore the pressures of generational wealth and why honest family conversations about purpose, responsibility, and ambition matter. They discuss how Bespoke helps families prepare heirs to take on responsibility, build resilience, and pursue ambition with intentionality.

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 visibility and vulnerability, helping clients protect their identities, communications, and assets while staying fully engaged in the world on their own terms.

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 model too often prioritizes product sales and operates within structures built for a different era. Today’s wealth creators—founders, global citizens, and purpose-driven families—have outgrown those constraints. What once worked no longer serves the complexity and intentionality of modern wealth.

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 prioritizing long-term design over quick exits and relationships over transactions, they examine what multi-generational thinking truly requires and how families can stay ahead in a world that rewards immediacy.

Welcome to the Bespoke Audio Collection, our podcast exploring how we’re navigating the complexities of generational wealth. Part inquiry, part conversation, it’s an invitation to question assumptions and better understand the why behind the decisions shaping wealth today.

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 digital bearer asset into established legal and custody frameworks, so practitioners can use familiar strategies instead of reinventing the playbook. You will hear why the default answer was “no” for so long, what has changed in the regulatory and custody landscape, and how values-driven Bitcoin families are using this wealth to build the world they believe ought to exist.

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 and President of Client Services and Asset Management Sune Hojgaard-Sorensen to explore a historic wealth transfer, the rise of new decision makers, and how Bespoke’s “how to own, where to own, what to own, and why” framework supports a more values-driven approach to stewardship.

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, Partner in the Corporate and Securities Practice Group at FRB, walk through how familiar frameworks like trusts and LLCs extend to digital assets, where they break down, and how to structure them correctly. You will hear why custody is the central challenge, how lost access continues to erase billions in wealth, and why assigning assets on paper is not enough. This episode clarifies how to say yes, avoid common mistakes, and bring digital assets into a fully integrated plan.

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 work in practice for global families, and how those choices intersect with structures, tax residency and long term family strategy. They explore why demand for alternative residency exploded after 2020, the practical differences between residency and citizenship, and how to think about these tools as part of an integrated operating system rather than a one‑off passport purchase.

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 and your capital should be over the next decade, not the next quarter. This conversation explores why our brains overreact to bad news, how today’s disorder fits into a longer pattern of shifting eras, and why Jacob centers his work with families on three forces that will shape the next ten to fifteen years: the move from a US dominated world to a more multipolar one, a major energy transition, and a new wave of technological change across the real economy.

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. In this episode, Founder and CEO Matt McClintock and BHR Law Group Founder and Managing Partner Blaine Burch digs into those hidden drivers and shows how naming the different entrepreneurial styles in a family can turn succession from a last minute deal mechanic into a plan that actually reflects the people, culture and company involved.