As cryptocurrency continues to evolve as an emerging asset class it is important to determine how this uniquely positioned investment interacts with other financial planning considerations One key focus should be on the transfer of wealth embedded in cryptocurrency through estate planning Here are the key considerations when integrating cryptocurrency into an estate plan, Asset accessibility, In many ways estate planning and decentralized cryptocurrency appear to have conflicting objectives The former focuses on providing heirs with access to one’s assets while one of the tenets of the latter is to ensure that this data remains private and anonymous For example one may have wealth stored in cryptocurrency but this wealth provides little value if there is no way to transfer access…, Beneficiary designations, Unlike many traditional assets due to the nature of cryptocurrencies and digital assets a beneficiary cannot be named on an account Further at present no crypto custodian allows for digital currency to be purchased directly in the name of a revocable trust As an alternative one way to protect cryptocurrency or other digital assets is by listing these assets on a schedule of revocable trust assets…, Risk of asset loss, Further complicating matters anyone who has access to this private key is entitled to its value If it falls into the wrong hands the digital asset could be claimed by an unintended recipient And due to its decentralized nature there is no government agency that provides protection or insurance in this situation, Potential solutions, So can you protect the value of this asset while ensuring that only the planned inheritors gain access to secure data In short as this is a developing technology there is no definitive answer Rather new (albeit imperfect solutions are being generated to address this need One common solution is for the digital asset holder to break their private key into multiple pieces spreading out a password…, Published February 2025, 1 https//moneyusnewscom/money/personal-finance/family-finance/articles/what-holding-cryptocurrency-means-for-your-estate-plan#~text=Protect%20Your%20Crypto%2DAssetssusceptible%20to%20loss%20or%20theft 2 https//wwwjdsupracom/legalnews/estate-planning-for-digital-assets-and-9463278/ 3  https//wwwcamdenlawofficecom/how-to-incorporate-cryptocurrency-into-your-estate-plan/

Ethan Aquino is an Investment Research Analyst in Mesirow Wealth Management He is responsible for due diligence and ongoing monitoring of traditional and alternative investment mangers for implementation into client portfolios  Ethan has two years of investment industry experience Prior to joining Mesirow in 2024 he worked at Northern Trust as an Investment Associate II supporting portfolio…

Eugene Duffy is Managing Director on the Mesirow Capital Formation and Currency Solutions team Prior to joining Mesirow he built an impressive record as a Partner and Director with a quantitative domestic equity firm a national private equity real estate investor and a regional fixed income advisor He also served as a Director for Sunrise Bank Eugene has worked with numerous nonprofit…

•    Justin Maturo to join expanding Mesirow Institutional Real Estate Direct Investments team as a Managing Director of Acquisitions , •    Justin will be directly responsible for acquisitions within select markets for Institutional Real Estate Direct Investments, CHICAGO April 17 2024, – Mesirow an independent employee-owned financial services firm is pleased to announce the appointment of, Justin Maturo, as a Managing Director in Institutional Real Estate Investments Justin will work closely with the team to identify attractive investment opportunities that meet the firms criteria He will manage all aspects of the acquisition process including managing sourcing financial analysis due diligence financing and underwriting procedures We are thrilled to welcome Justin Maturo to our growing…, Alasdair Cripps, Chief Executive Officer and Chief Investment Officer of Institutional Real Estate Investments Justin’s extensive experience in real estate investment and keen market insights will be invaluable as we continue to expand our portfolio of high-quality properties” Previously he was a Managing Director and Principal of Investments at Magnolia Capital where he co-managed the investments team and was…, About Mesirow Real Estate Direct Investments , Mesirow Institutional Real Estate Direct Investments is a proven team that invests in the multi-family housing sector across the top 25-30 markets within the US Over time the investment team has acquired managed repositioned and sold 34000 multi-family units equivalent to the average size of a publicly traded US REIT The team looks for markets that exhibit favorable demographic trends (population…, About Mesirow , Mesirow is an independent employee-owned financial services firm founded in 1937 Headquartered in Chicago with locations around the world we serve clients through a personal custom approach to reaching financial goals and acting as a force for social good With capabilities spanning Global Investment Management Capital Markets & Investment Banking and Advisory Services we invest in what…

The TM&IA sector continues to track the broader market, Valuations in the Test & Measurement and Industrial Automation (TM&IA sector continue to track the broader market with current valuations above the trailing 3-Year average (Chart 1  CHART 1 VALUATION PERFORMANCE (SEPTEMBER 2021–SEPTEMBER 2024 Valuations EV/EBITDA Source CapitalIQ However stock price performance for the broader market has consistently outperformed each of the industrial…