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.
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.
Four dimensions of a working legacy plan
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.
Philanthropy
Foundations, DAFs, CRTs, direct giving. Structure chosen for what the family actually wants to do, not what a template suggests.
Stewardship
Who decides, on what cadence, under what constraints. The structure for keeping intent alive without freezing it in time.
Continuity
Plans for incapacity, founder loss, generational handoff, and inevitable family change. Designed before the change forces the conversation.
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.
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 questions
Question 01 of 04
How is this different from estate planning?
Estate planning answers 'who gets what.' Legacy planning answers 'what is this wealth for, and how should the people receiving it use it.' Both matter; they're different conversations.
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.