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Crypto advisors face a growing estate planning and service gap

CoinDesk says a survey of crypto holding households found nearly all use bitcoin, ether, or solana for long-term positions, while only one respondent reported an advisor manages their crypto.

Reported · Written up by our desk · Market Structure

CoinDesk, in its weekly Crypto for Advisors newsletter, argues that traditional wealth advisors are at risk of losing relevance as more clients incorporate digital assets into estate plans. The outlet points to a long-term shift in how people view crypto, including the idea of holding it across generations rather than treating it as a short term trading vehicle.

The newsletter describes an informal survey of crypto holding individuals in the Real Mamas of Crypto community, a global network of more than 220 senior professionals in tech who are also mothers. It says members identified bitcoin, ether, or solana as core long term positions and, when capital rotates into areas like AI stocks or IPOs, many respondents said they mostly notice and hold.

CoinDesk also highlights the service gap it sees between what clients already own and what advisors will touch. The outlet says roughly half of respondents reported crypto is part of their estate or inheritance planning, and it found that nearly no one uses a wealth advisor to manage crypto, with only one respondent saying an advisor manages it.

In framing the issue, CoinDesk emphasizes that advisory relationships compete on more than investment selection, including helping clients reduce paperwork, accounts, and back-and-forth. The newsletter concludes that the remaining mismatch around crypto engagement could determine whether advisors win or lose those relationships.

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