Facilitating Family Offices' Access and Exposure to Bitcoin With Cory Klippsten

Today, I am delighted to speak with Cory Klippsten, Founder and CEO of Swan, a financial services company that focuses exclusively on Bitcoin. Cory is an investor or advisor in more than 50 technology startups and was named to the Top 500 Most Influential list by LA Business Journal in 2024 and 2025. He is a partner in Bitcoiner Ventures, El Zonte Capital, and The Bitcoin Opportunity Fund, and as an angel has funded more than 60 early-stage tech companies.

Before startups, Cory worked for Google, McKinsey, and Morgan Stanley, and earned an MBA from the University of Chicago. He is a frequent guest and contributor to tech, financial and Bitcoin media. Recent appearances include CNBC, Bloomberg, Barrons, The New York Times, and Yahoo! Finance.

Cory explains how Bitcoin features in the asset portfolios of UHNW families and family offices today and how their attitudes and exposure to this foundational digital asset have evolved over the past few years. He also comments on how Bitcoin compares to or stands out from other digital assets families are considering or investing in.

In the grand scheme of things, Bitcoin is still a relatively new asset, and many investors are still coming up the learning curve on how to invest in it. Cory talks about where Bitcoin is today in its maturity curve and its progression from a frontier digital alternative to an established, mainstream asset class.

Cory offers his views on the best tools and platforms for families and family offices to become educated on Bitcoin and to keep up with the latest trends and development in this avant-garde space. He describes the products and providers family offices should consider when investing in Bitcoin and participating in the continued ascendance of this and other major digital assets.

Don't miss this fascinating conversation with a prominent Bitcoin pioneer, innovator, and entrepreneur.

Episode Resources from Cory Klippsten

"The Bullish Case for Bitcoin" article Vigil Protocol family financial orchestration (complimentary trial for FOX listeners) "Welcome to Bitcoin video" series "Inventing Bitcoin" book Stephan Livera "Intro to Bitcoin Austrian Economic Thought" "Broken Money" book by Lyn Alden