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" ... Jeff Grinspoon is a managing director and partner at VWG Wealth Management, part of Hightower. The Vienna, Virginia-based team manages $1.3 billion in custodied assets and Grinspoon was named a Best-In-State Wealth Advisor this year. ... "
" ... Shannon Eusey is a partner and CEO with Beacon Pointe Advisors. The Newport Beach, California-based firm manages $6.9 billion in custodied assets. She was named a Top Wealth Advisor this year. ... "
" ... The issuance of the Statement turns a spotlight on the topic of how digital assets should be custodied, and by whom, and elevates the conversation regarding qualified custodians of digital assets to a whole new level. This is a positive development for the crypto community and the investing community at large. ... "
" ... VAN DUSEN: I guess at the heart of all of that, there's two questions you have to ask and answer as an advisor and it's "Do you want to be in your own business? Do you want to be in control of that business or not?" And, for me I have this entrepreneurial background. I've never been an employee. You could say, technically, I was an employee of Smith Barney, but I never felt like an employee. I really didn't. I've always felt like an entrepreneur. I've always kind of been in my own business. But, when you actually take the leap to building your own business, there are other things that you have to consider. In my case, I had a very simple business in the sense that it was just straight advisory fees. We were custodian agnostic. We had very little, maybe 10% of our assets, custodied at the brokerage unit at Smith Barney. There was really very little transition that we would put the clients through. I think that when I looked at all the other options out there, the bottom line was that I knew I wanted to be in my own business. I knew that I wanted to be in control of a customized platform around our client needs. But you have to be prepared to handle all the things that you may not have thought about, like people have to get paid, H.R. issues, lights have to turn on, you've got contractors, you've got your own space, etc. You have to be equipped to handle all these kinds of nuances. ... "