DACFP and Digital Ascension Group Offer Crypto Insights for HNWI and Family Office Advisors

Financial Advisors and Crypto: A Growing Challenge

Financial advisors serving high-net-worth individuals (HNWIs) and family offices are facing increasing pressure to understand crypto. Clients are asking detailed questions about custody, tax implications, and estate planning, and advisors who lack knowledge are losing business. The demand for crypto expertise is not slowing down, as investors are moving forward with strategies while waiting for advisors to adapt.

To address this, the Digital Assets Council of Financial Professionals (DACFP) and Digital Ascension Group are hosting a webinar. The session, led by Ric Edelman and Jake Claver, will provide practical insights into how sophisticated investors are handling digital assets. It will include actionable strategies for advisors to implement with their clients.

The webinar covers topics such as position sizing, risk management frameworks, and client relationship development. Attendees can earn CE credits for CFP, CFA, and other certifications. The event underscores the growing importance of crypto in wealth management.

Why Did This Happen?

The rise in crypto adoption among HNWI and family offices is a direct response to regulatory clarity and market maturity. Investors are looking for advisors who can help them navigate complex issues like digital asset integration, estate planning, and tax compliance.

Advisors who fail to provide this support are at risk of being outcompeted. Wealthy clients are no longer waiting for their advisors to catch up; they are seeking out alternative solutions. This shift is pushing the industry toward a more proactive and informed approach to crypto.

How Markets Responded

Institutional interest in crypto has grown significantly, supported by regulatory progress and market infrastructure developments. In 2025, stablecoins reached a market cap of over $250 billion, and ETFs for Bitcoin and Ethereum have attracted more than $135 billion in assets (according to market analysis).

Goldman Sachs notes that regulatory clarity is the key driver for further institutional adoption. Over 70% of surveyed institutions plan to increase their crypto exposure in the next 12 months. ETFs, tokenization, and DeFi are among the top areas of interest.

What Are Analysts Watching Next?

Regulatory developments will remain a key focus in 2026. The Trump administration's Executive Order 14178 and the creation of a federal "Crypto Czar" are expected to streamline oversight. Meanwhile, the House's Digital Asset Market Clarity Act has helped define the roles of the SEC and CFTC in crypto regulation.

Analysts are also watching how South Korea's regulatory environment evolves. In 2025, over $110 billion in crypto assets left local exchanges due to strict trading rules and delays in updating regulations (according to market data). The situation highlights the importance of a balanced regulatory approach that supports innovation while protecting investors.

Looking ahead, the U.S. crypto market is expected to see more institutional participation and product development. If regulatory clarity continues to improve, stablecoins and ETFs could play an even greater role in traditional finance.

For now, advisors are encouraged to take advantage of educational opportunities like the DACFP webinar. The session not only provides practical tools but also positions advisors to better serve their clients in the evolving crypto landscape.