DAG

Digital Asset Policy for Family Offices

A digital asset policy for family offices defines how the family will evaluate, hold, move, report, and review crypto assets.

The policy should be practical. It should connect investment decisions with custody controls, tax records, estate planning, and family governance.

Core Policy Sections

A family office digital asset policy may include:

  • Purpose and scope.
  • Covered assets and accounts.
  • Permitted asset types.
  • Allocation limits.
  • Custody standards.
  • Transfer approval rules.
  • Wallet and account inventory.
  • Tax record responsibilities.
  • Reporting cadence.
  • Estate and incapacity procedures.

Why a Policy Matters

Without a policy, crypto decisions may be made inconsistently across family members, entities, advisors, and custodians. A written policy gives the family office a shared operating framework.

Hypothetical Control Example

A family office may require two authorized approvals before any digital asset transfer above a stated threshold. This is a hypothetical example and should not be treated as a universal rule.

Sources

Compliance Note

This article is educational and does not provide legal, tax, investment, fiduciary, governance, or custody advice. Family office policies should be reviewed with qualified advisors.

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.