Crypto Founder Wealth
Can Founder Tokens Be Transferred to a Trust?
What crypto founders should consider before transferring founder tokens to a trust, including restrictions, taxes, custody, valuation, and estate planning.
Crypto Founder Wealth Management
Crypto founder wealth management coordinates concentrated token wealth across liquidity planning, custody, tax records, estate planning, diversification, trusts, entities, and family governance.
Crypto Liquidity Planning After a Token Sale
How founders and early holders can plan after a token sale, including taxes, custody, diversification, entity ownership, reporting, and family office coordination.
Crypto Lock-Up Agreement Review & Negotiation
What founders and early holders should scrutinize in a crypto lock-up agreement before signing: cliff vs. linear vesting, transfer limits, acceleration, and side letters.
Crypto Planning for Early Employees With Tokens
How early employees with tokens can plan around vesting, unlocks, taxes, liquidity, custody, diversification, and estate planning.
Founder Concentration Risk Framework Post-Unlock
A framework for thinking about how much net worth can prudently stay in a founder's native token after an unlock, and the considerations that shape that judgment.
How Do Founders Diversify Token Wealth?
How crypto founders can think about diversifying concentrated token wealth while coordinating taxes, liquidity, custody, restrictions, and family office planning.
How Should a Founder Plan Before a Token Unlock?
How crypto founders can plan before a token unlock: reviewing lockup terms, tax basis, custody controls, diversification, and estate reporting before tokens become transferable.
How to Plan Around a Token Unlock
Planning around a token unlock means reviewing lockup terms, transfer restrictions, custody, tax basis, liquidity, diversification, trusts, entities, and reporting before tokens become transferable.
OTC & Block-Trade Liquidity for Large Token Positions
How founders and large holders of concentrated project tokens sell through OTC desks and block trades without crashing spot price. Counterparty, slippage, and settlement basics.
Proactive Planning Before a Digital Asset Liquidity Event
Steps to take before a digital asset liquidity event, entity setup, cost-basis records, tax projection, custody, and charitable planning, while options are still open.
Token Liquidity Event Planning
Token liquidity event planning helps crypto founders and early token holders prepare for unlocks, sales, and listings with tax, custody, transfer, diversification, estate, and family governance planning.
Token Sale Tax Planning
What crypto founders and early token holders should consider before and after a token sale, including records, liquidity, estimated taxes, custody, and advisors.
Token Vesting Acceleration on Acquisition or M&A
What happens to unvested tokens when a protocol is acquired: single- vs. double-trigger acceleration, common deal terms, and the planning implications for founders.
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.