International wealth management for non-US residents at DAG is educational and US-side only, part of a broader framework for international crypto wealth management: DAG is US-registered, not licensed abroad, so it coordinates investment and planning while local counsel in your home country handles required legal and tax structures. Your home-country tax and reporting obligations remain yours.
What "working with international clients" actually means
Where permissible under local law, DAG provides investment strategy and planning coordination on the US side. It does not practice foreign law, file foreign tax returns, or hold regulatory licenses outside the United States. That distinction matters: a client in Canada still needs a Canadian solicitor or tax advisor for structures subject to Canadian law. A client in the UK needs a UK-qualified professional to advise on HMRC obligations or UK trust law.
What DAG provides is the strategic layer, ensuring the investment approach, asset allocation, and multi-generational planning goals are coherent across jurisdictions, while your local professionals handle jurisdiction-specific legal and tax requirements.
This is not a gap in service. It is how cross-border work should function: one advisor trying to serve both roles generally misses things.
Is DAG licensed to advise international clients?
DAG Wealth's US advisory entity, DAG Wealth, LLC, is registered with the SEC as an investment adviser under US law; DAG Wealth is a brand pending a Form ADV update. Registration does not imply a certain level of skill or training. That registration governs how DAG operates with US clients and does not constitute a license to provide regulated investment advice in the UK (FCA), Canada (provincial securities regulators), Australia (ASIC), EU member states (MiFID II), or the UAE (DFSA/SCA). Whether a US-registered adviser may provide planning coordination to a resident of any of these jurisdictions depends on local law, and prospective international clients should confirm permissibility with local counsel before engaging.
How cross-border coordination is structured
Cross-border wealth management at the family office level typically involves:
- US-side advisory scope, investment strategy, portfolio structure, digital asset planning, and coordination with your other advisors.
- Local counsel engagement, an attorney or tax professional in your home jurisdiction who structures legal entities (trusts, holding companies, family limited partnerships) that comply with local law.
- Aligned communication. DAG coordinates with your local advisors so the investment plan and the legal/tax structure do not work at cross purposes.
The specific structure depends on where you live. Common approaches by jurisdiction:
| Jurisdiction | Common local structures (illustrative only, verify with local counsel) |
|---|---|
| Canada | Family trust, holding company |
| UK | Discretionary trust, investment company |
| Australia | Family trust, self-managed super fund considerations |
| Europe (varies by country) | Foundation, holding structure, local trust equivalents |
| UAE / Dubai | DIFC or ADGM structures, offshore holding entities |
These are illustrative examples only. Applicable structures depend on your specific circumstances, assets, and the current laws of your jurisdiction. Nothing here constitutes legal or tax advice. Consult qualified local counsel.
What about tax reporting obligations?
Every international client retains full responsibility for home-country tax reporting. A US wealth management relationship does not reduce, defer, or eliminate what you owe in your country of residence. Some jurisdictions have specific reporting requirements for foreign financial accounts or foreign advisers; your local tax professional should advise you on those obligations.
For clients who also hold US-sourced income or US-sited assets, coordination between US and foreign tax advisors is typically required to avoid double-taxation and comply with both regimes. Cross-border accounts may also trigger automatic information-exchange regimes. FATCA on the US side and the OECD Common Reporting Standard (CRS) in many other jurisdictions, so your local tax professional should confirm what is reportable where.
Related Questions
Can a non-US resident hold digital assets through a US-based wealth manager?
Yes, with important caveats. Asset custody arrangements must satisfy regulations in both the US and, in some cases, the client's home country. Exchange and custodian onboarding requirements also vary. DAG coordinates on the US advisory side; local counsel should confirm what is permissible and how foreign-held digital assets must be reported at home. See digital asset wealth management for high-net-worth families for context on structuring.
Does DAG provide local partners or referrals in foreign jurisdictions?
DAG coordinates with advisors the client already has in place. DAG does not maintain a formal referral network or partnership arrangement in any foreign jurisdiction and does not recommend, endorse, or guarantee the availability, quality, or licensure of any specific local professional. Clients are responsible for independently selecting, evaluating, and retaining their own local counsel.
How does multi-jurisdiction estate planning work for international families?
An estate plan that spans multiple countries must be enforceable, and tax-efficient, under each relevant jurisdiction's laws. US structures like revocable trusts or Wyoming LLCs may not be recognized or may carry adverse tax treatment abroad. Local counsel must review any estate plan for cross-border enforceability. See crypto estate planning for high-net-worth families and trust structures for crypto wealthy individuals for the US-side planning framework.
What should international clients know before engaging a US wealth manager?
Review whether your jurisdiction requires the adviser to be locally registered. Confirm how foreign-account assets must be reported at home (for example, the UK's worldwide income rules or Canada's foreign asset reporting). Understand that fees, disclosures, and regulatory protections may differ from what a domestically licensed adviser would provide. Questions to ask before engaging: questions to ask a crypto wealth manager.
Internal links
- Digital asset wealth management for high-net-worth families, hub for the US-side planning framework international clients are engaging
- What is a crypto family office?, explains the coordinated service model applicable to international families
- Crypto estate planning for high-net-worth families. US-side estate planning that must be reviewed for cross-border enforceability
- Trust structures for crypto wealthy individuals. US trust options; local counsel must confirm foreign recognition
- How to choose a crypto wealth manager, evaluation criteria applicable to international clients vetting a US-registered adviser
Sources
- SEC Investment Advisers Act of 1940 (US registration framework): https://www.sec.gov/investment/investment-advisers
- FINRA BrokerCheck / SEC IAPD CRD lookup: https://adviserinfo.sec.gov/
- FCA Register (UK): https://register.fca.org.uk/
- ASIC Financial Services Register (Australia): https://connectonline.asic.gov.au/
- DFSA Register (Dubai): https://www.dfsa.ae/
- Canada: provincial securities regulators accessible via CSA: https://www.securities-administrators.ca/
Compliance Note
This page is for educational purposes only and does not constitute legal, tax, or investment advice. Advisory services are provided by DAG Wealth, LLC, an SEC-registered investment adviser; DAG Wealth is a brand pending a Form ADV update. Registration does not imply a certain level of skill or training. DAG Wealth is registered under US law and is not licensed as an investment adviser in the UK, Canada, Australia, EU member states, or the UAE. International prospective clients should consult local legal and tax counsel to confirm whether engaging a US-registered adviser is permissible in their jurisdiction and to understand home-country reporting obligations. DAG coordinates US-side planning and does not provide legal advice or foreign-law-regulated services; entity formation and trust or estate structuring are legal services handled by the client's own qualified local counsel. Nothing on this page constitutes a guarantee of outcomes, a representation that specific structures are available to any client, a referral relationship with any local professional, or a claim that DAG provides services regulated under foreign law.