2024-11-15 –, Finney Stage
"To dust you will return." What about your stack?
Bitcoiners who want to build generational wealth need to think beyond mere custody. The bigger your stack gets, the more you need to consider law, residency, tax, finances, estate planning, governance, family dynamics, strategy, and more. Planning can be overwhelming. But when done well, it sets you free to leverage your wealth for the good of you and your family, your community, and culture.
This presentation explores (1) crucial considerations for protecting your wealth and (2) the unique possibility that Bitcoin offers for building and renewing families, institutions, and culture. It is delivered by an accountant and a lawyer with experience in private client services, philanthropy, and Bitcoin advisory.
Presentation by Andrew Clubine (lawyer, Outsiders Law) and Jon Tellis (accountant, Nmbrly.ai), co-founders of Generatio, a Bitcoin professional services network that offer Bitcoin family office and Bitcoin advisory services.
Andrew (Andrés) is a Salvadoran-Canadian lawyer for social sector organizations. He practices at Outsiders Law, a corporate and tax law firm serving businesses, non-profits, and Bitcoin-related ventures. He is co-founder of Generatio, a professional services network offering Bitcoin family office and advisory services.
Jon Tellis, CPA, CA, LPA, is an Accountant, Chief Technology Officer, and Partner at nmbrly. His firm provides Accounting, Tax, Advisory, and CFO services to Bitcoin and other tech businesses. He is also an entrepreneur, focused on the development of disruptive technology in the FinTech space. He co-founded Generatio, a Bitcoin professional services network.