DAG Family Office
The administrative system underneath a family office that actually runs
Office orchestration, advisor coordination, fractional executive leadership, philanthropic coordination, and document governance for family offices that need their operations on one system.
Family offices break down in operational ways before they break down financially
The investments may be running well. The advisors may all be competent. The trust documents may be drafted properly. The breakdown is usually procedural.
Legal documents that should reference each other are stored in three different law firms' file rooms. Custody records nobody can locate when there is a death or an audit. The CPA who never sees the estate attorney's draft updates. The new family member who can't be brought up to speed because nobody has a written description of how the office actually works.
The administration engagement is built around fixing those operational failure modes, not replacing the existing advisors, but building the system that keeps every advisor connected to every other advisor.
The system holds the institutional knowledge. Staff and advisors change. The system persists.
The four pillars
Office Orchestration
Family office operations, personal affairs, and business interests tend to operate in silos. Orchestration is the work of getting the silos to coordinate without dismantling the structure that already works.
Relationship Integration Hub
Your advisory network includes family, executives, tax advisors, estate attorneys, specialists, and household staff. The integration hub keeps those relationships talking on a structured cadence rather than reacting to whoever sent the latest email.
Philanthropic Coordination
For families with charitable foundations, DAG provides operational coordination across grantmaking, governance, and reporting. Integrates with DAG Wealth's Charitable Financial Planning service.
Information Architecture & Document Governance
Critical information scattered across filing cabinets, email threads, and various advisor offices becomes a liability. A structured, secure, version-controlled repository for everything the family office needs to operate.
Digital asset integration
Most traditional family office systems were not built for digital assets. Custody records, signing protocols, private key procedures, and crypto-specific reporting often live outside the main system. DAG's administration engagement treats digital assets as a real part of the wealth picture from day one.
Custody documentation
Records of which custodian holds which positions, under which sub-account, with which signing protocols.
Multi-sig governance records
Who holds which signing roles, under what authority, with what protocols for execution and revocation.
Private key procedures
How keys are managed, where backups live, and how access transfers in the event of a manager change or incapacity.
Reporting integration
Digital asset positions flow into the same Addepar dashboards and consolidated reporting that traditional positions use.
Tax documentation continuity
Cost basis, fork and airdrop treatment, and DeFi position records maintained continuously rather than reconstructed annually.
What the document vault actually does
Centralized repository
Trust documents, operating agreements, beneficiary designations, custody agreements, insurance policies, real estate documents, governance documents, financial statements: one secure location.
Tagged access controls
Different family members and advisors get different access levels. Estate attorney sees estate documents. CPA sees tax documents. Principals see everything.
Version control
When documents are updated, prior versions are preserved with timestamps. The current version is identified clearly so nobody is acting on outdated language.
Audit trail
Who accessed what, when, and what they did with it. Matters during reviews, transitions, and any future questions about how decisions were made.
Questions
Frequently asked questions
Question 01 of 04
How is this different from the Concierge engagement?
Concierge is lifestyle and operations. Administration is the office system itself: documents, advisor integration, and governance. Many families engage both; the Account Executive coordinates across.
Next step
Most administration conversations start with an audit of where the family's information actually lives today.
Which documents are with which advisors. Which records would be impossible to recover quickly. Which conversations are happening in silos. The recommendation comes after the audit.