@jakeclaverqfop: Before the LLC makes financial sense, focus on education and surrounding yourself with the right professionals. The structure follows the asset value. Under $50,000 to $80,000 in crypto, continue dollar cost averaging and educating yourself. Once you hit that threshold, an LLC is the first step. Add a revocable trust alongside it. A convertible term life insurance policy is worth considering early. Over a million in liquid net worth, look at an irrevocable trust. As assets grow further, PPLI, offshore structures, annuities, and business acquisitions become relevant. DWP walks clients through each stage as they hit the relevant thresholds.

Jake Claver

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Monday 20 July 2026 00:03:03 GMT