DAG Family Office
The operational layer underneath a family office
DAG handles the operational complexity around significant wealth so the family can focus on what actually matters. Bill pay, accounting, asset reporting, executive administration, document vault, travel logistics, security planning, and family governance, all under one engagement.
What concierge actually handles
Category
Financial management
Bill payment
Automated vendor management, invoice tracking, immediate execution. No paperwork to chase, no late fees to clean up.
Full-service accounting
Professional bookkeeping across personal and entity accounts. Monthly reconciliation. Year-end packages your CPA can actually use.
Category
Operations & administration
Dedicated Account Executive
One person who knows the situation. One number to call. One point of coordination across every other professional in the family's orbit.
Executive administrative support
Calendar management, vendor relationships, subscriptions, household staff coordination, and the small operational tasks that consume time at this level.
Category
Family legacy & governance
Family governance frameworks
Constitutions, decision protocols, family meeting rhythms, conflict resolution structures.
Next-generation development
Mentorship programs, digital asset education, financial literacy, wealth transition preparation for inheriting family members.
What the dedicated Account Executive actually does
The Account Executive is the single point of coordination between the family and DAG. The difference between a vendor relationship and a family office relationship.
Knowing the family
Names of household staff, names of children, regular vendors, ongoing projects, current priorities: the things that change month to month.
Triaging incoming requests
When the family needs something handled, the request goes through the Account Executive, who routes it to the right specialist inside DAG or to the right external professional.
Managing the rhythm
Regular check-ins with the principals, scheduled reviews with the broader family, and proactive surfacing of items that need decisions.
Holding the relationships
With the family's existing CPA, attorney, insurance broker, household staff, and other professionals, so DAG operates as connecting tissue rather than parallel structure.
Available enhancements
- Entity structuring (Wyoming LLC, trusts)
- Private Placement Life Insurance (PPLI)
- Philanthropic planning (DAFs, foundations, CRT/CLT)
Each enhancement is a separate scope of work with its own framework and pricing.
Who DAG Concierge is built for
Concierge engagements typically begin when the household reaches a complexity threshold that personal time can no longer cover.
Post-liquidity-event families.
Operational support that used to come from a business is suddenly gone.
Multi-property households.
Real estate in multiple states or countries creates document and vendor workflows that benefit from professional coordination.
Multi-generational families.
When parents, adult children, and grandchildren each have meaningful financial situations that affect each other.
Families with substantial digital asset exposure.
Operational coordination has to include custody arrangements, multi-sig signing protocols, and crypto-specific technical workflows.
Single-family offices needing capacity.
Where the in-house team is competent but needs help with specific functions like digital asset operations or family communication.
Questions
Frequently asked questions
Question 01 of 06
Is Concierge separate from family office wealth management?
They are typically engaged together. Wealth management handles the investment and estate side; Concierge handles the operational and lifestyle side. The same Account Executive coordinates across both. Fee structures are itemized.
Next step
We handle the operational complexity so you can focus on what actually matters.
Concierge conversations start with what your operational picture looks like today. Where time gets spent. Where things fall through. The recommendation comes after the picture is clear.