Crypto Wealth Management
Advisory Fees for Managing Crypto Portfolios
Crypto advisory fees typically run 1%–2% of AUM annually, with flat retainers and performance-fee variants. Learn what's included, what's not, and how to assess value.
Best Crypto Wealth Management Firm for High-Net-Worth Investors
How high-net-worth investors can evaluate crypto wealth management firms for custody, tax coordination, estate planning, reporting, and governance.
Bitcoin Wealth Management
How high-net-worth investors can think about Bitcoin within a broader wealth management, custody, tax, and estate planning framework.
Bitcoin-Backed Loan vs Selling Bitcoin
How investors can compare a Bitcoin-backed loan with selling Bitcoin, including taxes, liquidity, risk, custody, and estate planning considerations.
Borrowing Against ETH: Rates and Platforms Explained
ETH-backed loans let you access liquidity without selling your position. Learn how LTV ratios, interest rates, DeFi vs. CeFi platforms, and liquidation risk work before you borrow.
Buy Borrow Die Strategy for Digital Asset Portfolios
How high-net-worth crypto holders use buy-borrow-die, collateralized loans and life insurance cash value, to access liquidity without selling or triggering capital gains tax.
Common Crypto Mistakes for High-Net-Worth Investors
Common crypto mistakes high-net-worth investors make around custody, taxes, estate planning, concentration, trusts, LLCs, and reporting.
Crypto Concentration Risk Management
How high-net-worth investors and family offices can think about concentrated crypto positions, diversification, liquidity, custody, taxes, and governance.
Crypto Diversification Strategy
How high-net-worth crypto investors can think about diversification across assets, custodians, tax lots, liquidity needs, and estate structures.
Crypto Financial Planner
What a crypto financial planner may help with for investors who need coordination across digital assets, taxes, custody, estate planning, and risk.
Crypto Management for High-Net-Worth Individuals
How HNW investors structure institutional custody, tax coordination, and estate planning for large digital asset portfolios, and why size changes every requirement.
Crypto Portfolio Rebalancing for HNW Investors
When and how high-net-worth investors rebalance a crypto portfolio: threshold vs calendar methods, tax-aware techniques, and the tradeoffs. Educational, not investment advice.
Crypto Prenuptial and Divorce Planning
How cryptocurrency is treated in divorce: disclosure, valuation, tracing, separate vs marital property, and discovery of hidden digital assets. Educational, not legal advice.
Crypto Wealth Management Firm: What Should Investors Look For?
A checklist for evaluating a crypto wealth management firm, including custody, fiduciary status, reporting, tax coordination, and estate planning support.
Crypto Wealth Management Hub
A hub for crypto wealth management topics, including custody, taxes, estate planning, diversification, advisors, family offices, and liquidity events.
Crypto Wealth Manager vs Crypto Broker
A crypto broker may help with trading access, while a crypto wealth manager coordinates portfolio, custody, tax, estate, and family wealth structure.
Crypto Wealth Planning for Bitcoin Millionaires
What Bitcoin millionaires should consider around custody, taxes, diversification, estate planning, trusts, LLCs, and professional coordination.
Crypto-Backed Loans for High-Net-Worth Investors
What wealthy crypto investors should consider before using crypto-backed loans, including collateral, margin risk, tax coordination, custody, and estate planning.
Digital Asset Wealth Advisor
What a digital asset wealth advisor does for high-net-worth crypto investors, including portfolio strategy, custody, tax coordination, trusts, estate planning, and reporting.
Digital Asset Wealth Management for High-Net-Worth Families
How HNW families can coordinate crypto investment strategy, custody, tax, estate planning, trusts, entities, and reporting.
Ethereum Wealth Management
How Ethereum wealth planning differs from simple crypto exposure because of staking, DeFi, smart contracts, custody, taxes, and governance.
Fee-Only Crypto Financial Advisor
How to evaluate a fee-only crypto financial advisor, including fiduciary status, compensation, custody, conflicts, and high-net-worth planning needs.
How Do I Protect Crypto Wealth?
How investors can protect crypto wealth through custody, records, diversification, estate planning, tax coordination, and governance.
How to Borrow Against Crypto Assets for Real Estate Purchases
How to borrow against crypto to buy real estate without selling: entity structure, qualified custody, LTV, lender selection, risks, and exit planning.
How to Bridge the Gap Between Digital Assets and Traditional Banking
Learn how to connect crypto holdings to bank accounts through entity structures, off-ramp planning, custodian rails, and the documentation banks actually require.
How to Choose a Crypto Wealth Manager
A practical checklist for HNW crypto holders evaluating crypto wealth managers, custody, tax coordination, estate planning, and conflicts.
How to Fund a Crypto IRA with Bitcoin, Ethereum, or AVAX
Step-by-step guide to funding a self-directed IRA with Bitcoin, Ethereum, or AVAX, covering custodian selection, contribution rules, rollover mechanics, and IRS prohibited-transaction limits.
I Forgot Where All My Crypto Is. What Should I Do?
A practical workflow for investors who lost track of crypto across wallets, exchanges, custodians, apps, trusts, LLCs, and tax records.
I Have Crypto in Multiple Wallets. How Do I Organize It?
How investors can organize crypto across multiple wallets, exchanges, custodians, trusts, LLCs, tax records, and estate planning documents.
I Made Money in Crypto. Now What?
What investors should consider after a large crypto gain, including taxes, custody, diversification, estate planning, liquidity, and professional coordination.
I Want to Retire After Making Money in Crypto
What crypto investors should consider before retiring after a large gain, including taxes, custody, income planning, diversification, healthcare, and estate planning.
Infinite Banking Life Insurance Funded by Crypto
How infinite banking and cash-value life insurance can be funded using digital assets as collateral or cash flow, and the structure and risks involved.
Onshore vs Offshore Crypto Structures
A decision overview for US crypto holders weighing onshore vs offshore structures: asset protection, cost, complexity, and the worldwide-tax and reporting realities. Educational only.
Should I Use a Bitcoin ETF or Hold Bitcoin Directly?
How investors can compare Bitcoin ETF exposure with direct Bitcoin ownership across custody, control, taxes, estate planning, and reporting.
What Is a Crypto Fiduciary Advisor?
What investors should know about crypto fiduciary advisors, the roles that carry fiduciary duties over digital assets, conflicts, custody, tax coordination, and estate planning.
What Is a Digital Asset Fiduciary?
How digital asset fiduciary roles may apply to trustees, investment advisers, executors, family offices, and crypto custody decisions.
What Is Crypto Wealth Management?
Crypto wealth management coordinates digital asset portfolios, custody, tax, estate planning, reporting, and long-term family wealth strategy.
When Do You Need a Crypto Wealth Manager?
How investors can tell when crypto holdings are complex enough to need professional wealth management coordination.
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.
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.