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Wealth Management EDGE
June 8 - 10, 2027
The Boca Raton ResortBoca Raton, FL

Eaglebrook

Profile

Eaglebrook is an investment platform providing RIAs with direct access to bitcoin and digital assets through tax-optimized separately managed accounts (SMAs) and third-party manager strategies, all held at an institutional qualified custodian. Eaglebrook is utilized by 95 RIA partners who choose the platform for the ability to bring held-away crypto from self-directed accounts into their practice, automated tax-loss harvesting, and estate planning.

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  • Digital Assets: How RIAs Are Implementing Client Solutions in 2026

    1:00pm