Eaglebrook

The cryptocurrency narrative is shifting from retail investor-led adoption to more institutions embracing digital assets. What’s driving the change? In a recent article for Wealth Solutions Report, our director of research Damon Polistina explained why we believe the crypto industry is on the verge of a new era. https://lnkd.in/g2Es72He

Please help us welcome our two new hires at Eaglebrook! Kevin Karales, CIMA®and James McConaghy have joined as RIA Market Leaders to partner with wealth management firms and financial advisors. Kevin and James look forward to working with RIAs and advisors as we have seen a significant increase in demand for direct and tax-efficient bitcoin exposure coupled with advisors in need of a solution for clients who want to move their held-away bitcoin into their practice.

Eaglebrook is the bridge between wealth management and digital assets. Wealth management firms trust Eaglebrook’s Crypto Investment Platform to provide tax-optimized Bitcoin and Ethereum SMAs, Custom SMAs, and strategies managed by third-party investment managers. https://lnkd.in/eJ26FqbH

Bitcoin is moving from a niche asset to the mainstream. Eaglebrook's Head of Partnerships, Kristen Mirabella, discusses with Gregg Greenberg.

Reminder: Join Kristen Mirabella tomorrow at 2 pm EST for a webinar discussing the capabilities of Crypto SMAs. Register at the link below: https://lnkd.in/eHyaQ9cM

Join Eaglebrook on February 11th for a webinar focused on the capabilities of Crypto SMAs. By allocating to Bitcoin through an SMA with an added overlay for tax-loss harvesting, investors can harness the volatility to their advantage and maximize their return by reducing tax burdens and maintaining their long-term allocation. The webinar will highlight the capabilities of Crypto SMAs built for wealth managers, including tax-loss harvesting, integrating crypto into an advisory practice with In-Kind Transfers, and direct ownership.

Bitcoin's volatility can be daunting but presents a unique opportunity. By allocating to Bitcoin through an SMA with an added overlay for tax-loss harvesting, investors can harness the volatility to their advantage and maximize their return by reducing tax burdens and maintaining their long-term allocation. Read more for an introduction to the benefits, considerations, and process of setting up tax optimization with Crypto SMAs. https://lnkd.in/evvD7K4t

Bitcoin is back near all-time highs as sentiment remains robust buoyed by long-term structural catalysts, and acceptance is growing from institutional investors, state governments, public companies, and national governments. Read the Eaglebrook Newsletter https://lnkd.in/dgwysk9Q

Join Eaglebrook on February 11th for a webinar focused on the capabilities of Crypto SMAs. Bitcoin’s volatility can be daunting but presents a unique opportunity. By allocating to Bitcoin through an SMA with an added overlay for tax-loss harvesting, investors can harness the volatility to their advantage and maximize their return by reducing tax burdens and maintaining their long-term allocation. The webinar will highlight the capabilities of Crypto SMAs built for wealth managers, including tax-loss harvesting, integrating crypto into an advisory practice with In-Kind Transfers, and direct ownership. Sign up below: https://lnkd.in/eHyaQ9cM

Staying on the sidelines might not be an option anymore. See how Eaglebrook can help be the bridge for wealth advisors to crypto. https://lnkd.in/eJ26FqbH