Max Avery

Max Avery Investor/ Fintech & web3 Expert / family office professional/ XRP/Ripple

Had a productive session at the White House today. There's a clear, bipartisan momentum for sensible compromise. Change ...
02/11/2026

Had a productive session at the White House today. There's a clear, bipartisan momentum for sensible compromise. Change is in the air.

If You Gift an LLC to a Dynasty Trust, Can You Still Get Yield?This is one of the most common questions I hear when fami...
02/11/2026

If You Gift an LLC to a Dynasty Trust, Can You Still Get Yield?

This is one of the most common questions I hear when families start thinking seriously about dynasty trusts and long term planning.

The short answer is yes, but only if it is structured correctly.

When you gift an LLC into a dynasty trust, you are not giving up economic flexibility. What you are giving up is direct ownership. That distinction matters. The trust owns the LLC, but that does not mean the assets are frozen or unusable.

Liquidity does not disappear. It just changes how it is accessed.

In most properly designed structures, liquidity is accessed through loans, not distributions. The LLC owned by the dynasty trust can borrow against its assets. Those borrowed funds can then be used in a way that allows the assets inside the trust to continue working, servicing the debt, and compounding over time.

This is intentional. Loans preserve the integrity of the trust, avoid triggering unnecessary tax events, and maintain creditor and estate protection.

In many cases, the person who funded the trust still manages the LLC that holds the digital assets. That management role allows you to pay yourself a reasonable salary. It also allows you to define, through the operating agreement, how and when liquidity can be accessed, how compensation works, and how decisions are made.

Yield does not disappear just because ownership changes. Cash flow does not vanish. Control becomes structured instead of informal.

The key is that everything must be done by design, not by accident. The operating agreement, the trust language, and the lending mechanics all have to work together. When they do, the structure allows for income, access to liquidity, and long term growth inside a dynasty trust without breaking the protections you put in place.

This is not something to improvise or copy from a template.

At Digital Wealth Partners, we coordinate with experienced attorneys to make sure these structures actually function in the real world. When done correctly, a dynasty trust is not a vault you lock assets into. It is an engine that keeps working across generations.

The difference is structure.

02/11/2026
02/09/2026
Lyn Alden says the Fed is in a 'gradual print' phase, expanding the balance sheet in line with GDP. This steady liquidit...
02/09/2026

Lyn Alden says the Fed is in a 'gradual print' phase, expanding the balance sheet in line with GDP. This steady liquidity flow is bullish for crypto.

Your portfolio's losing money because of your emotions. You buy when you're excited and sell when you're scared. This pa...
02/09/2026

Your portfolio's losing money because of your emotions. You buy when you're excited and sell when you're scared. This pattern will eat your returns alive, no matter the market.

Ondo now holds $2B in tokenized Treasuries and 60% of the tokenized stock market. They've added perpetual futures. Use y...
02/07/2026

Ondo now holds $2B in tokenized Treasuries and 60% of the tokenized stock market. They've added perpetual futures. Use your ETF holdings as collateral and trade 24/7. Markets close, your positions don't.

Most people wait until they're sued to fix it.But with charging order protection, creditors can only lien distributions,...
02/06/2026

Most people wait until they're sued to fix it.
But with charging order protection, creditors can only lien distributions, not seize your assets. Stay ahead of the game.

I keep seeing the same mistake: buying after a 40% rip, then selling at a 15% dip. The asset recovers, but they're out. ...
02/06/2026

I keep seeing the same mistake: buying after a 40% rip, then selling at a 15% dip. The asset recovers, but they're out. Spend an hour checking past price trends. It's worth it.

MicroStrategy is down over 70% from its November peak, but the GraniteShares leveraged short ETF against it just hit a r...
02/06/2026

MicroStrategy is down over 70% from its November peak, but the GraniteShares leveraged short ETF against it just hit a record. It's a bet against a bet on a bet.

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