The 3 Risks Every Crypto Founder Ignores
Most crypto founders are excellent at building. Very few have a plan for what happens to their personal wealth when the token launches, when the company gets acquired, or when something unexpected happens to them. In this session, we walk through the three financial risks that consistently catch founders off guard — and what a fiduciary planning framework looks like before those risks become crises.
- Why heavy concentration in your own token is not a wealth strategy — and when to start diversifying
- What happens to your onchain assets if something happens to you, and how to build a continuity plan
- How to pay yourself in dollars without creating a public sell signal or triggering unnecessary tax events
- The difference between a fiduciary advisor and everyone else giving you financial advice
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The three risks most founders don't see coming
These are not hypothetical risks. They are the situations we see in real conversations with crypto founders every week — and the ones that are hardest to fix after the fact.
Holding the majority of personal wealth in your own token is the default — and a fragile position. We cover when and how to diversify without creating a public sell signal.
If something happens to you, can your family access your assets? Most onchain wealth has no estate plan, no key management protocol, and no succession structure. We cover what a real continuity plan looks like.
Converting crypto to dollars — to pay taxes, buy a home, or simply diversify — creates tax events, market signals, and compliance questions that most founders are not prepared for. We cover the framework.
Built for founders who have built real wealth in crypto
Adam co-founded the Certified Digital Asset Advisor (CDAA) designation and spent six years teaching crypto to financial advisors at Interaxis. He has spoken at Consensus, Massari Mainnet, FPA, and AICPA, and appeared on Bloomberg TV. Protocol Wealth is one of the only SEC-registered fiduciary advisors working exclusively in the crypto space.