We are committed to providing the best data security standards for our clients and we take client’s privacy very seriously. We have built a data infrastructure from SOC2-compliant providers and complete, strict due-diligence on all third-parties.

Meet Our Team

Matthew McClintock

Matthew McClintock

Matthew has a special interest in helping clients plan for effective management and succession of cryptoassets and other complex or unusual assets, as well as helping families preserve and protect wealth for future generations.

Matthew frequently serves on clients’ distribution, philanthropy, investment, audit oversight, and related committees within clients‘ PTCs and helps facilitate third-party relationships with cryptoasset service providers.

Jonathan Mintz

Jonathan Mintz

Jonathan enjoys helping clients achieve effective management and succession for complex and unusual assets, including cryptoassets. He also
enjoys helping families obtain privacy and wealth preservation for future generations.

Jonathan frequently serves on clients’ distribution, philanthropy, investment, audit oversight, and related committees within clients‘ Private Trust Companies (PTCs).

Lauren McClintock

Lauren McClintock

Lauren manages private client matters as well as operational and strategic projects. She serves as personal liaison for clients, facilitating client communication as well as collaboration with other allied professionals. Lauren handles project management and oversees strategic growth within the firm.