MDB Insights: Sovereign Series

Maintaining Legitimate Privacy in an Age of Transparency

Passport Arbitrage

Club Elleven

The Ultimate Sovereignty Network for Digital Asset Holders

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Why Ultra-Wealthy Crypto Holders Are Diversifying Citizenship, Not Just Assets

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The Vivaldi Method

Mastering Crypto Cycles with Confidence

The Vivaldi Method PDF

Learn to transition to financial freedom and preserve the value of your Satoshis with The Vivaldi Method — a revolutionary approach that transforms market chaos into a predictable, strategic journey.

The Vivaldi Method Course

Coming May 2025

Frequently asked questions

Q: What types of clients do you typically work with?

A: I work with high-net-worth individuals, family offices, and multigenerational trusts who are navigating questions of digital asset security, jurisdictional diversification, and long-term wealth resilience. Many of my clients are quietly repositioning themselves in anticipation of macro, regulatory, or geopolitical shifts—and value discreet, high-trust advisory relationships to guide that process.

Q: What can I expect from a typical engagement?

A: Each relationship begins with a comprehensive intake covering goals, risk exposures, and technical literacy. From there, we co-develop a phased strategy around custody, privacy, residency/citizenship options, and legacy planning—often across multiple jurisdictions. I offer ongoing advisory via a monthly retainer or bespoke project structures, depending on the complexity and desired pace.

Q: Do you provide implementation or asset management services?

A: No. I am strictly independent and do not custody assets, sell products, or take referral fees. My role is to help you make sovereign, informed decisions—and to avoid common traps driven by hype or misaligned incentives. When needed, I can introduce trusted technical, legal, or relocation partners, but I remain your neutral strategic advisor throughout.

Q: How do you handle privacy and sensitive client information?

A: Privacy isn’t just a value—it’s a practice. I use encrypted channels, compartmentalized documentation, and zero third-party CRM tools. I also limit the number of concurrent client relationships to maintain full discretion. Many clients engage pseudonymously or via their family office team; I adapt accordingly to your preferred mode of engagement.

Q: How do you differ from traditional wealth advisors or private banks?

A: Where banks offer products, I offer sovereignty. My work is tailored to those rethinking legacy planning, digital asset custody, and mobility in a time when traditional systems are under strain. I combine legal training, protocol-level knowledge, and macro insight to help you build structures that outlast regimes, currencies, and headlines.