The Protocol Briefing
Complex wealth, founder planning, entity treasury, and fiduciary process for clients whose balance sheets include traditional assets, business value, and digital assets where relevant. No hype. No price predictions. Just the substance.
No spam. Unsubscribe at any time. Sent weekly, usually on Tuesdays. Double opt-in — you'll receive a confirmation email to click.
Five content pillars. One coherent point of view.
Every issue maps to a real planning or treasury problem: concentration, liquidity, governance, custody, tax coordination, estate coordination, and digital assets where they are part of the picture.
Liquid runway, reserve policy, IPS structure, concentration risk, and what well-run entity treasuries have in common.
Board, stakeholder, trustee, or DAO governance; liquidity policy; and why digital-asset treasury decisions need documentation.
Equity compensation, private business value, token exposure, estate planning, continuity planning, and avoiding dependency on one outcome.
Moving toward a real allocation, coordinating tax questions with professionals, and planning cash needs without reactive selling.
Why your market maker is not your fiduciary. What an RIA is legally required to do. The difference between advice and rent-seeking.
I spent six years teaching digital assets to financial advisors at Interaxis and co-founded the Certified Digital Asset Advisor (CDAA) designation. Before that, nearly two decades in traditional financial services. I've spoken at Consensus, Massari Mainnet, FPA, and AICPA, and appeared on Bloomberg TV.
Protocol Wealth is an SEC-registered investment adviser for complex, concentrated, modern wealth. We advise on founder and owner wealth, entity treasuries, protocol treasuries, and complex multi-asset portfolios where digital assets may be part of the picture. We never take custody of client assets. We are legally required to act in your interest under a signed advisory agreement.
The briefing is how I share what I'm seeing in the market, in regulation, and in conversations with founders, families, entity operators, and protocol teams.
What readers have been reading
The six documentation questions an outside reviewer may ask your treasury team — and where entity and protocol treasuries often have gaps.
A plain-language breakdown of the March 17 joint interpretation and its practical implications for protocol treasuries and founders.
Why founders with concentrated wealth often need advice before a liquidity event, not after one.
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Complex wealth, entity treasury, digital-asset complexity, and regulatory clarity — written by a fiduciary who works with these issues every day.