Safeguarding the Future of Multi-Generational Wealth
We are a cross-disciplinary industry group dedicated to establishing best practices, standards, policy advocacy, and education for the secure, tax-optimized, and legally robust transfer of cryptoassets across generations.
We exist to ensure that digital assets are properly integrated into modern estate plans, reducing the risk of loss, court battles, or unnecessary tax leakage.
We exist to ensure that digital assets are properly integrated into modern estate plans, reducing the risk of loss, court battles, or unnecessary tax leakage.
A looming multi-trillion dollar problem
Without coordinated action, the next generation of investors will lose value, time, and trust in the very systems meant to protect their legacy
An estimated $120 trillion in wealth will transfer from aging baby boomers to younger generations
Digitally native millennials
accounting for 50% of all crypto holders today, are at estate planning age
Traditional estate planning tools
fail to account for the unique nature of crypto and tokenized assets
An estimated $120 trillion in wealth will transfer from aging baby boomers to younger generations
Digitally native millennials
accounting for 50% of all crypto holders today, are at estate planning age
Traditional estate planning tools
fail to account for the unique nature of crypto and tokenized assets
An alliance of leaders
Bridging digitally native assets and traditional estate planning
Legal & Trust Advisors
Interpret and shape legal frameworks for smart contract-based trusts, digital wills, and crypto probate avoidance
Tax / Compliance Infrastructure
Define methods for tax-optimized trust structures (e.g. step-up basis, QSBS equivalents), multi-jurisdiction compliance
Security Experts / Auditors
Provide guidance on secure key management, dispute resolution incentives, and failover mechanisms
Custody / Wallet Providers
Enable estate-ready wallet recovery, multi-role delegation, deadman switches, and smart wallet flows
Protocol Builders & Asset Managers
Make core DeFi and RWA protocols estate-aware (e.g. yield vaults with succession triggers)
An alliance of leaders
Bridging digitally native assets and traditional estate planning
Legal & Trust Advisors
Interpret and shape legal frameworks for smart contract-based trusts, digital wills, and crypto probate avoidance
Tax / Compliance Infrastructure
Define methods for tax-optimized trust structures (e.g. step-up basis, QSBS equivalents), multi-jurisdiction compliance
Security Experts / Auditors
Provide guidance on secure key management, dispute resolution incentives, and failover mechanisms
Custody / Wallet Providers
Enable estate-ready wallet recovery, multi-role delegation, deadman switches, and smart wallet flows
Protocol Builders & Asset Managers
Make core DeFi and RWA protocols estate-aware (e.g. yield vaults with succession triggers)
We're looking for leading firms across crypto and estate planning to help define the future of legacy planning.
