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.
Section 01
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.
Section 02
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.
Section 03
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
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.
Disclosures
DAG (Digital Ascension Group) coordinates family office and wealth management services.
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 independent qualified 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.