What happens when a traditional financial system collides with a new era of digital assets and investors are still trying to figure out where they fit?

In this episode, we are joined by Jake Claver, Principal of Digital Ascension Group, to unpack how digital assets are reshaping investing, financial infrastructure, and long-term wealth strategy.

Jake breaks down how crypto evolved from a speculative idea into an emerging institutional asset class, and why the real shift isn’t just about coins but about how money, settlement, and ownership itself are being rebuilt.

Listeners will learn how blockchain technology is moving beyond speculation into real-world financial infrastructure, why institutional adoption is accelerating, and how families and investors can think about crypto within a broader portfolio strategy.

The conversation also explores custody, regulation, risk, and opportunity, plus how digital assets may integrate into everything from payments to global markets over the next decade.

What you’ll take away:

• How blockchain works as a distributed ledger for financial systems
• Why Bitcoin is increasingly viewed as “digital gold”
• How crypto enables faster, lower-cost global transactions
• Why institutional adoption is accelerating across major banks
• How tokenization could transform real estate and markets
• How families are approaching crypto allocation and risk
• Why custody and security are critical in digital asset investing
• How financial systems are moving toward real-time settlement
• Why digital assets are being integrated into long-term portfolio strategy
• And more!

Connect with John and Michael Parise:

• 856-988-8300
• Copper Beech Financial Group
• LinkedIn: John Parise
• LinkedIn: Michael Parise
• LinkedIn: Copper Beech Financial Group, LLC
• Facebook: Copper Beech Financial Group, LLC

Connect with Jake Claver:

• LinkedIn: Jake Claver
• Digital Ascension Group

About Our Guest:
Jake Claver works at the intersection of family office wealth management and digital assets—a space that’s still unusual, and exactly where he’s built his expertise.

He is Chairman of Digital Ascension Group, a multi-family office serving high and ultra-high net worth clients, and founded Digital Wealth Partners, a standalone wealth advisory practice. He also leads the SPV investment management platform at Syndicately. Across all three, the focus is consistent: helping families navigate blockchain, tokenisation, and digital assets before those decisions are forced on them.

On the credentials side, he holds a Certified Qualified Family Office Professional designation and an R3 Corda Certified Business Professional certification in tokenisation—specialised qualifications that are still rare in this space. He has also built education programs for family office and digital asset professionals to address a gap he repeatedly encountered in the market. He studied finance at the University of North Texas.

Markets aren’t just about stocks and bonds anymore; they’re about access, structure, and who you’re investing alongside.

In this episode, Michael Parise sits down with Jeff Coury II and Tom Deutsch of The Coury Firm to unpack how high-net-worth families are navigating public and private markets, and why traditional portfolio strategies may no longer be enough.

They share how their multi-family office approach evolved from business advisory into full-scale asset management, as well as why alternative investments are playing a bigger role than ever.

Listen in to learn how families transition after a liquidity event, why private markets can offer stronger long-term opportunities, and how The Coury Firm built its P.I. Gateway platform to solve access, diversification, and administrative challenges in alternative investing.

What you’ll take away:

• How multi-family offices manage complex family wealth
• The difference between single-family and multi-family offices
• What happens after a major liquidity event
• Why alternative investments are growing in importance
• How to evaluate private equity and hedge fund opportunities
• The risks and rewards of illiquid investments
• How to access institutional-quality investments
• The role of long-term thinking in portfolio construction
• And more!

Connect with John and Michael Parise:

• 856-988-8300
• Copper Beech Financial Group
• LinkedIn: John Parise
• LinkedIn: Michael Parise
• LinkedIn: Copper Beech Financial Group, LLC
• Facebook: Copper Beech Financial Group, LLC

Connect with Jeff and Tom:

• LinkedIn: Jeff Coury II
• LinkedIn: Tom Deutsch
• The Coury Firm

About Our Guests:

Jeff Coury II is President & Co-Chief Investment Officer at The Coury Firm, a multi-family office and financial services firm with over 40 years of experience advising business owners and high-net-worth families. He focuses on asset management, strategic capital allocation, and building investment platforms that provide access to institutional opportunities.

Tom Deutsch is Co-CIO of The Coury Firm and brings over 20 years of investment experience, including time at Lehman Brothers and Neuberger Berman. He specializes in portfolio construction, manager selection, and aligning investment strategies with long-term client goals.

Together, they oversee investment strategy across public and private markets, helping families build and preserve wealth across generations.

Markets are moving on more than just fundamentals.

Michael Parise sits down with Eric Fuhrman of City National Rochdale to talk about investing in a world driven by tariffs, tax law changes, and shifting Fed policy. Eric shares how CNR’s high-net-worth clients benefit from customized, multi-asset strategies that adjust for both long-term goals and short-term volatility.

You’ll learn why they’re staying market-neutral for now, what sectors look resilient, and how demographic trends and global policy shape opportunities in the U.S. and abroad.

What you’ll take away:

• How policy changes are moving markets today
• Why financials and technology stand out right now
• The case for staying U.S.-focused, at least for now
• How to position cash from a business sale in this environment
• And more!

Resources:

• How Personalized Portfolios Build Wealth on Your Terms with Ben Ludwig (Ep. 139)

Connect with John and Michael Parise:

• 856-988-8300
• Copper Beech Financial Group
• LinkedIn: John Parise
• LinkedIn: Michael Parise
• LinkedIn: Copper Beech Financial Group, LLC
• Facebook: Copper Beech Financial Group, LLC

Connect with Eric Fuhrman:

• LinkedIn: Eric Fuhrman, CFA
• City National Rochdale

About Our Guest:

Mr. Fuhrman joined City National Rochdale in 2022 and has over 20 years of professional investment management experience. He works closely with each client’s advisor to develop a customized portfolio based on the client’s investment objective, time horizon, income needs, and tolerance for market volatility. In this role, he is responsible for the investment strategy implementation and monitoring of private client portfolios, as well as direct relationship management.

Prior to City National Rochdale, Mr. Fuhrman worked at Rice Hall James & Associates as Chief Investment Officer and Co-Portfolio Manager of the Value/International team. Mr. Fuhrman began his career at HGK Asset Management, serving as an Analyst and Trader before launching the firm’s Small Cap equity strategy in 2007 as lead Portfolio Manager. As a Managing Partner, he was a member of HGK’s Investment Policy Committee, overseeing their Global Equities, Fixed Income, and Private Credit strategies.

Mr. Fuhrman earned his BS in Business Administration from the University of Richmond and his MBA from the Stern School of Business at New York University, where he concentrated in Finance, Economics, and Real Estate. He also holds the Chartered Financial Analyst® and Certified Private Wealth Advisor® designations.

Outside of the office, Mr. Fuhrman enjoys spending time with his family, coaching youth hockey, and serving on the board of Ramapo College’s Student-Managed Investment Fund.