DAG Family Office
Legacy planning that gives wealth a purpose beyond the next generation
Mission, philanthropy, and structure for families building something that outlasts the founders, designed to function across generations and not just transfer between them.
Section 01
The estate plan answers who. Legacy planning answers what for.
Families who do legacy work well don't treat it as a deluxe add-on to estate planning. They treat it as the upstream conversation: the one that decides what the entire structure is supposed to accomplish.
Without that conversation, the documents do exactly what documents do: distribute assets. With it, the same documents become the operating system for a multi-generation intent.
The vehicle follows the mission. Not the other way around.
Section 02
Four dimensions of a working legacy plan
01
Mission
What this wealth is for. Not as a sentence in a will, but as a document the next generation can actually use to make decisions you won't be there to make.
02
Philanthropy
Foundations, DAFs, CRTs, direct giving. Structure chosen for what the family actually wants to do, not what a template suggests.
03
Stewardship
Who decides, on what cadence, under what constraints. The structure for keeping intent alive without freezing it in time.
04
Continuity
Plans for incapacity, founder loss, generational handoff, and inevitable family change. Designed before the change forces the conversation.
Section 03
Who this work is built for
Founders building an institution
Wealth that's intended to operate as an enduring vehicle: a foundation, a perpetual trust, or a family enterprise. The plan has to survive the founder's involvement.
Families with concentrated charitable intent
Significant giving as a core feature of the financial picture, not a tax afterthought. Vehicles chosen for impact and control, not just deduction timing.
Multi-generation families
Three or more generations actively involved or being prepared. Governance and education matter as much as documents.
Crypto-native legacies
Position concentration, digital-asset philanthropy, and on-chain giving infrastructure that traditional planners aren't built to handle.
Section 04
How the work moves
Phase 01
Articulating intent
Working sessions with the principal (and where appropriate, the family) to draft a mission document the structure will actually serve.
Phase 02
Designing the vehicles
Foundation, DAF, CRT, dynasty trust, GST allocation: chosen and sized against the mission, not the other way around.
Phase 03
Governance & education
Decision-making structure, council formation, and next-generation education so the plan continues to function after the founders.
Ongoing
Review & evolution
Annual reviews against mission, family, and law. Plans evolve; the underlying intent should stay legible.
Questions
Frequently asked
Next step
Most legacy engagements start with a half-day session on mission, before any structure is touched.
From there we draft the vehicles, governance, and education plan to serve what the family actually said it wanted to build.
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.