Investing in Crypto Asset Class - Managing Digital Assets in Modern Estate Planning
Kevin Bourke, Bourke Wealth Management & Ben Crook, Grayscale Investments
This presentation will answer questions such as “What does all this move to crypto mean?” and “Should I be part of it?"
Digital assets are a crucial component of modern estate planning, encompassing everything from sentimental photos to high-value cryptocurrency. We will discuss moving beyond tangible property to intellectual and financial digital assets.
Ben Crook is the Regional Vice President with Grayscale Investments. He is located in LA.
Kevin Bourke is a Certified Financial Planner, Professional and Chartered Financial Consultant and owner of Bourke Wealth Management, a boutique wealth management firm here in Santa Barbara. He is also the fourth advisor ever certified in Digital Assets by the New York Institute of Finance. Kevin has been a financial advisor since 1987. He is also the author of the book Make Your Money Last a Lifetime.
