COMPLETED WEBINAR
How HNWI & Family Offices are Investing in Digital Assets – Replay
January 14, 2026 | 1 CE credit
If you’re serving the HNWI and FO markets – or if you want to – you need to know their views about crypto. Get the insights you need about these markets from Ric Edelman and Jake Claver, CEO of Digital Ascension Group. You’ll discover how sophisticated, wealthy investors are strategically planning for and investing in crypto – and how they’re deploying a range of risk mitigation tactics. You’ll gain practical strategies you can immediately put to use with your current HNWI and FO clients, and learn how to turn new ones into clients.
For the live webinar only:
1 CFP CE credit | 1 CFA CE credit
Investments & Wealth Institute® has accepted this webinar for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.
About the Speakers
Ric Edelman, CBDA
Founder, DACFP
Ric is the Founder of Digital Assets Council of Financial Professionals, and Founder of The Truth About Your Future. He founded the nation’s largest financial planning firm, which manages $300 billion for 1.4 million families across the U.S. He was ranked three times as the nation’s #1 Independent Financial Advisor by Barron’s, is in two industry Halls of Fame and received the IARFC’s Lifetime Achievement Award.
Jake Claver
CEO & Principal, Digital Ascension Group
Jake Claver, CEO & Principal of Digital Ascension Group, is known for exploring how family offices are weaving digital assets into their portfolios, often sharing perceptive and strategic strategies around capital planning, governance models, and ways to preserve wealth across generations in an increasingly blockchain-driven world.
About the Sponsor
Digital Ascension Group specializes in helping ultra-wealthy families master cryptocurrency and digital investments. We combine traditional financial wisdom with cutting-edge digital asset knowledge. Our team works directly with private clients and partners with top family offices to turn digital complexity into massive opportunities.
Webinar Resources
Sponsor Information
Click the image to download the info sheet from Digital Ascension Group.
Upcoming Events
JUNE 7-9, 2027