Crypto Family Office
Bitcoin Family Office
When Bitcoin wealth may require family office support for custody, reporting, governance, tax coordination, estate planning, and risk management.
Can a Family Office Hold Stablecoins?
What family offices should consider before holding stablecoins, including issuer risk, custody, liquidity, controls, tax records, and governance.
Crypto Custody Policy Template for Family Offices
A practical fill-in template for a family office crypto custody policy: approved custodians, access rules, transfer tiers, reporting, and succession procedures.
Crypto Due Diligence for Family Offices
Family offices evaluating digital assets should diligence custody, managers, funds, wallets, tax reporting, controls, liquidity, and governance.
Crypto Family Office Checklist
A practical checklist for family offices coordinating crypto custody, investment policy, reporting, tax, estate planning, and governance.
Crypto Family Office for Founders & Liquidity Events
Just sold tokens? When a founder needs a crypto family office vs simpler structures after a liquidity event, and how to sequence custody, tax, and diversification.
Crypto Family Office Pricing & Fee Structures
How much a crypto family office costs and the fee models used, flat retainer, AUM, hourly, and hybrid, with illustrative, dated ranges and the trade-offs of each.
Crypto Family Office Risk Report Template
A fillable template for family offices to document digital asset exposure, custody gaps, liquidity reserves, tax records, counterparties, and estate access each reporting period.
Crypto Family Office Technology Stack
The portfolio, reporting, custody, tax, and governance systems a crypto family office uses, a neutral, layer-by-layer map with selection criteria and no vendor endorsement.
Crypto Governance for Family Offices
How family offices can create governance around crypto custody, investment decisions, wallets, tax records, reporting, and family member access.
Crypto Planning for Family Office CFOs
What family office CFOs should consider when overseeing crypto reporting, tax records, liquidity, controls, treasury, custody, and governance.
Crypto Planning for Family Office CIOs
What family office CIOs should consider when overseeing crypto allocation, custody, risk, reporting, tax coordination, and governance.
Crypto Services for Family Offices
Family offices may need digital asset support across custody, investment policy, due diligence, reporting, tax, estate planning, and governance.
Digital Asset Family Office
What a digital asset family office does for high-net-worth families with crypto wealth, custody, investment policy, governance, tax coordination, reporting, and estate planning.
Digital Asset Governance Committee Charter
What a digital asset governance committee charter can include for family offices managing crypto assets, custody, reporting, risk, and policy exceptions.
Digital Asset Governance Policy
A practical overview of what a digital asset governance policy should include for families, trusts, LLCs, RIAs, and crypto wealth management teams.
Digital Asset Investment Policy Statement for Family Offices
A digital asset investment policy statement helps family offices define crypto allocation, permitted assets, custody, trading authority, tax rules, and governance in one document.
Digital Asset Reporting Dashboard for Family Offices
What a family office digital asset reporting dashboard should track across wallets, custodians, trusts, LLCs, taxes, and risk.
Family Office Crypto Allocation Policy
How family offices can create a crypto allocation policy covering target exposure, limits, liquidity, custody, risk, tax coordination, and governance.
Family Office Crypto Custody Policy
A family office crypto custody policy defines approved custodians, self-custody rules, signing authority, transfers, reporting, and succession procedures.
Family Office Crypto Risk Report
What a family office crypto risk report should include across exposure, custody, liquidity, taxes, concentration, counterparties, and estate access.
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.
How Much Crypto Is Enough to Need a Family Office?
The need for a crypto family office depends less on a fixed dollar amount and more on complexity, custody, tax, estate, reporting, and governance needs.
How Should a Family Office Investment Committee Review Crypto?
A governance framework for family office investment committees reviewing crypto allocations, custody, tax, liquidity, risk, and reporting.
How Should a Family Office Report Crypto?
Family office crypto reporting should consolidate wallets, custodians, funds, tax records, entities, trusts, cost basis, and governance information.
How to Choose a Crypto Family Office
How wealthy families can evaluate crypto family office support for custody, reporting, tax coordination, estate planning, governance, and liquidity.
Multi-Generational Crypto Wealth-Transfer Playbook
A family-office playbook for transferring crypto wealth across generations: succession sequence, trust and entity structure, key continuity, and governance steps.
Separating Speculative Trading From Generational Wealth
How wealthy families use separate legal entities, wallets, and custody arrangements to wall off high-risk crypto trading from core generational wealth, and what structural separation actually requires.
Single-Family vs Multi-Family Office for Crypto
Single-family office vs multi-family office for crypto compared: control, cost, custody, staffing, and privacy, a decision table for digital-asset families.
Stablecoin Treasury Management for Family Offices
How family offices can govern stablecoin holdings: issuer selection, custody, transfer controls, entity structure, tax records, and reporting policy.
What Is a Crypto Family Office?
A crypto family office coordinates digital asset investing, custody, tax, estate planning, reporting, governance, and multi-generational wealth strategy.
What Should Be in a Crypto Investment Memo?
What family offices and advisors should include in a crypto investment memo, including thesis, custody, risk, tax, liquidity, and governance.
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.