DAG Family Office & Institutional
Institutional-grade digital asset custody, architected for family office scale
Access to independent qualified custody with segregated cold storage, multi-sig governance, and SOC-audited operations, built for principals who can't tolerate exchange or self-custody failure modes.
Custody at the institutional tier is a governance question
For a single family or individual investor, custody is mostly an operational question: where does the asset live, who has the keys, how does it get accessed.
For a fiduciary holding meaningful digital assets, custody is a governance question. The board, the investment committee, the foundation's auditors, the family office principals, and the pension trustees all need documented, defensible answers.
DAG coordinates custody infrastructure designed for those questions, with the investment advisory layer handled through DAG Wealth.
What fiduciaries have to see
- Assets held with a regulated, independent qualified custodian under known oversight
- Holdings segregated and identifiable, not pooled
- Operational controls that match the organization's fiduciary standard
- Audit-ready documentation, prepared before the audit, not after
- Access procedures documented, tested, and resilient to personnel changes
Structured access through an SEC Registered Investment Advisor
DAG Wealth helps family offices, foundations, endowments, and corporate treasuries gain compliant access to digital assets through institutional infrastructure and disciplined portfolio management. The operating principles are explicit.
No retail exchanges
Client assets are not held on retail trading venues. Custody sits with independent qualified custodians under known regulatory oversight.
No speculative trading
The portfolio mandate is set against a written investment policy, not market sentiment. Execution follows the policy, not the news cycle.
Institutional custody only
Federally chartered OCC-supervised custodians and NYDFS-regulated trust companies. Assignment depends on the organization's governance, regulatory, and operational profile.
Fiduciary oversight through DAG Wealth
Investment advisory is provided through an SEC Registered Investment Advisor. Suitability and discretion are documented.
"Digital asset exposure inside the same governance framework the rest of the portfolio operates under."
Institutional custody providers, matched to the mandate
DAG's institutional custody providers operate under the same federal regulator that supervises national banks. Custody arrangements include segregated accounts, independent qualified custody documentation where applicable, and multi-asset coverage including BTC, ETH, XRP, XLM, AVAX, HBAR, and QNT.
Custodian assignment depends on the client's specific governance, regulatory, and operational requirements. For some institutional allocators, an OCC-supervised federally chartered custodian is the right fit; for others, a New York state, NYDFS-regulated trust company. The decision is documented alongside the investment policy.
What the operational architecture looks like
Cold storage
Distributed across multiple geographically separated locations. No single point of failure. No employee with unilateral access.
Multi-signature authorization
Transactions require multiple authorized signers in defined combinations. The custodian holds keys, DAG Wealth holds investment authority, the client holds the appropriate authorization layer. No single party can move assets unilaterally.
Address whitelisting
Withdrawal destinations are pre-approved through a documented process. A single compromised credential cannot route assets to an unknown wallet.
Segregated accounts
Holdings are identifiable as the client's, not pooled with other customers on the custodian's balance sheet. In the unlikely event of custodian failure, client assets remain locatable.
Bankruptcy-remote protections
Assets are structured to sit outside the custodian's general estate in a bankruptcy proceeding. This is the structural difference between independent qualified custody and exchange custody.
Audit-ready documentation
Holdings, transactions, valuations, control procedures, and access records are documented in formats institutional auditors recognize.
Reporting designed for institutional systems
Daily holdings and valuations
Position reports available on a daily basis, including end-of-day pricing and NAV computations where applicable.
Transaction records
Every trade documented with timestamp, venue, counterparty, and reconciliation to the custodian's records.
Audit documentation
Quarterly and annual audit packages assembled in formats foundation auditors, pension actuaries, and corporate finance teams recognize.
API compatibility
Connection available with institutional reporting systems (Addepar, Bloomberg, custom data warehouses) to flow positions and transactions into existing infrastructure.
Policy adherence reporting
Documentation that the portfolio is operating within the bounds of the agreed investment policy.
Liquidity and operational control
Scheduled and on-demand liquidity
Liquidity windows defined in the investment policy, with operational support for both scheduled rebalancing and on-demand needs within agreed parameters.
Predefined execution parameters
Execution methodology, slippage tolerance, and venue selection documented in advance rather than decided at the moment of trade.
Asset-specific liquidation protocols
Procedures for unwinding positions across assets, accounting for differences in liquidity, settlement, and market structure.
Coordinated with the broader portfolio
Digital asset liquidity decisions made in the context of the organization's full balance sheet, not in isolation.
Benefits
What the institutional engagement delivers
Independent qualified custody through institutional custodians. Federal and state regulatory oversight, matched to the client's fit.
SEC-registered fiduciary investment management. Provided through DAG Wealth, operating under written investment policy.
Segregated accounts with segregated protections. Client assets identifiable and protected in the unlikely event of custodian failure.
Cold storage, multi-signature, address whitelisting. Operational controls at institutional standards, documented and testable.
Custom portfolio construction. Allocation framework designed against your investment policy, not a model portfolio.
Coordinated with the broader DAG Family Office engagement. Custody fits inside the organization's broader operating layer.
Controls at a glance
The custody stack
- Cold storage
- Multi-signature authorization
- Address whitelisting
- Segregated accounts
- Bankruptcy-remote structuring
- Audit-ready documentation
Regulatory posture
Custody is held by federally chartered, OCC-supervised providers or New York state, NYDFS-regulated trust companies. DAG Wealth does not custody client assets directly.
Questions
Frequently asked questions
Question 01 of 06
How is institutional custody different from the standard DAG Wealth custody engagement?
The custodial relationships are the same. What differs is the documentation, reporting, and governance structure built around the custody. Institutional engagements include audit-ready documentation, defined investment policy frameworks, API compatibility with institutional reporting systems, and operational controls designed for organizations subject to fiduciary standards.
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