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Chris Moffet, Head of Operations - Family Office & Planning

DAG

Chris Moffet

Head of Operations - Family Office & Planning

Chris Moffett heads Family Office & Planning operations at DAG, focused on building reliable, efficient business processes and simplifying complex financial information for clients. A graduate of the University of Washington (Seattle), he has held a series of family office roles, including Vice President of Family Office Services, Family Office Operations Consultant, and Client Service Associate. His strengths span project management, problem solving, policy and procedure design, document and records management, and bookkeeping and bill pay, supported by tools such as the Microsoft Office suite, SharePoint and Teams, QuickBooks, Bill.com, and major custodian and banking platforms. Raised in a family culture of responsibility and productivity, he wants clients to know they can trust him to do the best job he can for them. Outside of work he enjoys travel, the outdoors, and walks, and has connected with clients over hobbies like gardening, running, and cooking. He lives in Seattle, Washington.

Disclosures

DAG Holdings Co is a holding company that does not provide investment advisory, brokerage, administrative, or insurance services to clients. DAG is not a law firm, does not provide legal or tax advice, and does not provide tax preparation services. Tax matters are handled through referrals to qualified independent tax professionals.

DAG Private Client services involve estate matters that require qualified independent counsel in the applicable jurisdiction. LLC formation, trust drafting, and estate planning services are provided in coordination with or by qualified independent legal counsel licensed in the applicable jurisdiction.

Asset protection structures, including Wyoming LLCs and trusts, do not guarantee protection against all claims, creditors, or losses. Outcomes depend on specific facts, jurisdiction, and applicable law.

Insurance products and services are offered through DAG Insurance or its affiliates.

Investment advisory services are offered exclusively through DAG Wealth, an SEC-Registered Investment Adviser (CRD No. 328627). Registration with the SEC does not imply a particular level of skill or training. Form ADV and Form CRS are available upon request or at www.adviserinfo.sec.gov.

Custody arrangements with third-party independent qualified custodians reduce certain risks but do not eliminate them.

Investing in digital assets involves risk, including the possible loss of principal. Digital assets are highly volatile and may not be suitable for all investors. Past performance is not indicative of future results.

Specific fee schedules, scope of engagement, conflicts of interest, and material business practices are disclosed in writing before engagement and in Form ADV Part 2A for the investment-advisory portion.

The information on this site is for general educational purposes and is not legal or tax advice.