DAG Family Office & Institutional

The operating layer for families and institutions with more moving parts.

For households and institutions above the $50 million tier. DAG coordinates investment management, estate, governance, administration, and reporting across one engagement. Investment advisory services where applicable are provided through DAG Wealth, an SEC Registered Investment Advisor.

Schedule a Consultation See How the Pieces Fit

For households above $50M AUMInvestment advisory via DAG Wealth (SEC-registered)Governance, administration, and reporting coordinationEight service lines, one client teamMulti-family office model

A modern family office has too many moving parts for one person to track.

The portfolio your family office holds is rarely just a portfolio. It includes brokerage assets, private investments, operating companies, trusts, real estate, foundations, digital assets, reporting relationships across multiple venues, tax advisors, estate attorneys, household staff, and next-generation stakeholders with their own preferences.

Each piece is being handled by someone competent. The friction lives in the connections. A tax decision in one entity affects the broader estate plan. A policy change at one platform creates reporting questions across three others. A liquidity event at the operating company changes the allocation framework across the rest of the balance sheet.

DAG provides the operating layer that connects the pieces.

Complex wealth needs coordination, not another disconnected advisor.

Who this is built for

Families and institutions where the coordination itself is the service.

Single-family offices

Handle traditional assets well but need digital asset capability without rebuilding the internal team.

Multi-family offices

Coordinated planning across several principal households with overlapping infrastructure needs.

Institutional investors

Allocating to digital assets and needing coordination, compliance, and reporting at institutional standards.

UHNW founders & operators

Post-liquidity-event situations where the office must handle traditional and digital exposure from day one.

Trust companies & corporate trustees

Managing digital asset positions for beneficiary families and needing crypto-fluent operational support.

What the tier covers

Eight service lines, two categories, one client team.

Coordination & operations

Family Office Wealth Management
Investment, estate, risk.
Consulting & Advisory
Office architecture, transitions, partners.
Family Office Administration
Day-to-day operating layer.
Outsourced Accounting & Bill Pay
Households, entities, operating cos.
Concierge
Lifestyle and high-touch operations.

Multi-generational planning

Generational Wealth Transfer
Trusts, entities, family governance.
Legacy Planning
Documented intent that survives the founder.
Family Governance
Decision rights, communication, next gen.

Three pillars of the engagement

Built to hold up over decades, not quarters.

Risk management

Identify what could go wrong and address it before it happens. Concentration, counterparty, succession, key-person, and regulatory risk all reviewed against actual exposure.

Legacy planning

Figure out what happens after the founders are gone. Document the intent, structure the entities, train the next generation while the people who built it are still around to write it down.

Adaptive strategy

Your plan should change when your life does. Liquidity events, generational transitions, regulatory shifts, market regimes; the structure is designed to adapt without rebuilding.

The category

The friction lives in the connections.

How DAG coordinates inside a family office engagement

One operating layer. Three coordinated sides.

One client team coordinates across all three. The deliverable is not a stack of separate engagements; it is one operating layer for the whole family office.

DAG Family Office

The umbrella

Family office services themselves: coordination, governance, administration, concierge, and generational transfer planning.

DAG Wealth

Investment advisory

Portfolio management, SMA strategies, retirement and trust accounts, and sub-advisory for partner RIAs working with the office.

DAG Private Client

Personal structures

Wyoming LLCs, living trusts, and enhanced estate planning, alongside the family office engagement where the structures fit.

FAQ

Common questions about the Family Office tier.

Did you know

DAG operates as a multi-family office. The engagement model is a client team at DAG serving the family from DAG's infrastructure, not staff working inside the client's own office.

Start with an audit of the current state

The recommendation is usually about coordination, not replacement.

The advisors, the entities, the reporting arrangements, the governance documents, the next-generation involvement, the gaps. The recommendation comes after, and it is usually about coordinating what already works, not replacing it.

Schedule a Consultation Book a Walkthrough

Compliance

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. 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 tax professionals. DAG is not a financial advisor and does not provide financial advice. Investment advisory services are available through DAG Wealth. Digital Wealth Partners LLC (CRD No. 328627) is an SEC Registered Investment Advisor. Form ADV and Form CRS are available upon request or at www.adviserinfo.sec.gov. Registration with the SEC does not imply a particular level of skill or training.

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. The information on this page is for general educational purposes and is not legal or tax advice.