Knowledge base
Guides, answers, and definitions.
Browse by category, or jump to the glossary for plain-English definitions of the terms you'll see across our work.
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Uncategorized
Digital Asset Policy for Family Offices
What a family office digital asset policy should cover, including allocation, custody, approvals, reporting, tax records, and succession.
Uncategorized
How to Review Held-Away Crypto for Advisory Clients
A workflow for financial advisors reviewing held-away crypto, including scope, custody, reporting, billing, risk, tax coordination, and compliance.
Digital Asset Custody
Bankruptcy-Remote Crypto Custody: What It Means
Bankruptcy-remote custody can shape whether your crypto is returned if a custodian fails. Learn what the term means, why it is conditional, and what to verify post-FTX.
Custody & Security
Consolidating Crypto Wallets: Hot, Cold, and Custodial
How to audit and restructure fragmented crypto holdings into a deliberate hot/cold/custodial framework, covering safe asset migration, tax records, and estate access continuity.
Crypto Trust Structures
Crypto DAPT Jurisdiction Comparison
Compare Wyoming, Nevada, South Dakota, and Alaska domestic asset protection trusts for crypto: seasoning periods, self-settled rules, and why protection is not absolute.
Crypto Estate Planning
Crypto Inheritance and Step-Up in Basis for Heirs
How the Section 1014 step-up in basis generally applies to inherited crypto, what it means for an heir's capital gains, and the records heirs need at the date of death.
Crypto Services for RIAs
Crypto Rebalancing for Advisor-Managed Accounts
An operational guide for RIAs rebalancing client crypto: tax-lot selection, wash-sale adjacency, custodian execution, and model drift in advisor-managed accounts.
Crypto Family Office
Family Office DAOs & On-Chain Governance
How family offices are exploring DAOs and on-chain governance for treasury, multi-sig control, and rule-based decisions, the forward-looking case, structure, and risks.
Crypto Banking & Exchange
How Exchanges Verify Business Entities (KYB)
How crypto exchanges verify business entities: EIN, operating agreement, and beneficial-ownership (FinCEN BOI) certification during KYB onboarding. What to prepare and why.
Estate Planning & Family Structures
Crypto Investing Basics: Security and Management Tips
Key security practices for new crypto investors: wallet setup, seed phrase storage, two-factor authentication, scam avoidance, and record-keeping fundamentals.
Crypto Wealth Management
XRP as Collateral for Real Estate: Crypto-Backed Loan Guide
How to use XRP as collateral for a real estate purchase, including LTV mechanics, margin-call risk, lender due diligence, tax traps, and when the strategy makes sense.
LLC & Trust Formation
Customize an LLC Operating Agreement for Digital Assets
A crypto LLC operating agreement needs wallet schedules, signing authority, transfer thresholds, custody standards, and succession provisions that generic templates omit.
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 Xure 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.