Eaglebrook

In this Wealth Solutions Report article, Eaglebrook Founder and CEO Christopher King explains why access is no longer the barrier to digital assets and how optimization is emerging as a true competitive edge for advisors. He explains how direct ownership unlocks crypto’s structural tax advantages, where ETFs fall short, and how advisors can use volatility to create meaningful tax alpha for clients. Read here for the full details: https://lnkd.in/eYzRmtvS

Bitcoin is Gold for the Digital Era. For centuries, gold has been a globally accepted store of value, trusted for its unique characteristics. Bitcoin shares these fundamental attributes and is structurally positioned to capture a share of the store-of-value market due to its superior characteristics, generational shifts in investor preferences, and regulatory, institutional, and political support. Our CEO, Christopher King, spoke at the 2025 Dynasty Financial Partners Investors Forum. The panel explored how gold and digital assets stack up in a world of de-dollarization — comparing their roles in risk-off environments, long-term diversification, and an evolving monetary order.

Bitcoin’s well-known volatility can be unsettling, but for investors with the right tools, it’s an opportunity to generate meaningful tax alpha. By allocating to Bitcoin through an SMA with an overlay for tax-loss harvesting, investors can harness volatility to their advantage and maximize returns by reducing tax burdens while maintaining their long-term allocation. See how Eaglebrook can help unlock tax efficiencies and deliver differentiated value to clients with a thoughtful bitcoin allocation. https://eaglebrook.com/

Our CEO, Christopher King, will be speaking on a panel at the 2025 Dynasty Financial Partners Investors Forum. The panel will explore how gold and digital assets stack up in a world of de-dollarization — comparing their roles in risk-off environments, long-term diversification, and an evolving monetary order.

We are excited to announce that Eaglebrook is now a participant in the Schwab Advisor Services Provider Listings program. Eaglebrook will continue delivering value to RIAs and advisors by generating tax alpha and helping increase AUM by locating held-away bitcoin assets. Charles Schwab

We are excited to announce that Eaglebrook is now an Addepar Premier Partner. This expanded relationship will enable seamless integration between the two platforms, simplifying the management of digital assets alongside traditional investments, enhancing our ability to support advisors and clients embracing direct ownership of bitcoin and other digital assets with confidence and clarity. For RIAs and wealth management firms who are leveraging Addepar, our integration delivers streamlined workflows and enhanced insights. Visit the Addepar integration center listing to learn more, or contact [email protected] to schedule a demo.