Bitcoin for Financial Advisors

Your clients already own Bitcoin. The question is whether you are prepared to advise them. Bitcoin has moved from the edge of the financial system into client portfolios, retirement accounts, corporate balance sheets, estate plans, and family conversations. Yet many financial advisors still face it with a framework built for a world in which Bitcoin did not exist. Bitcoin for Financial Advisors was written for that moment.

This substantially expanded second edition is not a book about predicting Bitcoin's price. Nor is it an argument that every client should own it. It is a practical framework for what happens when a client walks into your office and already does. How much is too much? How should Bitcoin fit within a household balance sheet? What changes when the client holds their own keys? How do you think about custody, taxation, estate planning, retirement accounts, rebalancing, scams, concentration risk, and a client who refuses your recommendation to sell? And perhaps most importantly: what does competent financial advice look like when an asset does not fit neatly inside the institutions the profession was built around?

Drawing on more than two decades in financial services and years working directly in Bitcoin, Scott Dedels approaches the subject from the advisor's side of the table. The result is a book designed not simply to explain Bitcoin, but to help professionals advise real people who own it. The Second Edition includes updated guidance for the United States, Canada, the United Kingdom, and Australia.

Whether you believe Bitcoin is the future of money, a speculative asset, or something in between, that belief does not make the planning problem disappear. Your client owns Bitcoin. Now what?