DAG Private Client
Built for the part of your net worth that lives in a wallet.
Wyoming LLC formation, living trusts, estate planning, and tax coordination. One team that understands private keys, multi-sig custody, and the ways digital assets break standard documents.
Most wealth infrastructure was not built for an asset that lives on a public ledger.
Traditional financial infrastructure (RIAs, estate attorneys, CPAs, banks, and custodians) grew up around stocks, bonds, real estate, and private equity. None of it was designed for an asset that lives on a public ledger and disappears forever if you fumble a key.
Most crypto-wealthy clients have meaningful crypto sitting outside the systems that hold the rest of their wealth. Their advisors do not understand token vesting schedules. Their accountant gets the math right on the brokerage statement and shrugs at the wallet. Their estate documents do not mention private keys. Their LLC paperwork was drafted for a brick-and-mortar business and never updated for a multi-sig position worth more than the family home.
DAG Private Client is the personal side of the answer: the entity, trust, estate, and tax structures around an individual crypto position. Investment advisory is provided by DAG Wealth. DAG Family Office & Institutional handles the same problem space at multi-family-office and institutional scale. All three share a back office and a client team.
Digital Wealth Partners LLC, an SEC Registered Investment Advisor; registration with the SEC does not imply a particular level of skill or training.
We believe a new generation of wealth deserves a new generation of guidance. As digital assets reshape the financial landscape, investors deserve an SEC Registered Investment Advisor who understands both the complexity of emerging markets and the timeless principles of preserving wealth.What follows is not investment advice. It is the operational framework behind an asset class that doesn’t fit neatly into traditional systems, documented, structured, and coordinated by a single team. The first step is usually a conversation.
How it works
Built around how crypto wealth actually works.
DAG Private Client coordinates the structures that hold your wealth. Investment advisory sits with DAG Wealth on the portfolio side. On the structural side, Private Client handles Wyoming LLCs drafted around private key control, staking, and multi-sig governance. Living trusts that keep digital assets out of probate and reachable by the people you choose. Enhanced estate planning for families with significant assets, privacy needs, or dynasty horizons. Tax coordination through partner tax professionals and year-round planning for investors with digital assets, traditional holdings, and complex income.
Each service is its own engagement. They share a back office and a client team. The result is what DAG calls its five-element architecture for crypto-wealthy families.
LLC formation, trust drafting, and estate planning services are provided in coordination with or by qualified legal counsel licensed in the applicable jurisdiction. Digital Wealth Partners LLC, an SEC Registered Investment Advisor; registration with the SEC does not imply a particular level of skill or training.
How an engagement starts
Most clients come to DAG after a moment.
A piece of news about a hack. A probate story about a missed seed phrase. A tax bill that arrived without warning. A liquidity event that surfaced every question they had been avoiding.
The first meeting is a structural review of where you are. Where your assets actually live. Which structures hold them. Which documents reference them. Where the gaps are. Most clients leave that meeting with a written summary and a prioritized list of recommendations.
If the recommendations make sense, the team sequences the work by priority. Custody first when keys are exposed. LLC and trust when the structure is missing. Tax planning when a disposition is on the horizon. Multi-generational planning when the next generation is already in the conversation.
Benefits
What an engagement actually delivers.
One team across advisory and structure
No referrals out. DAG Wealth handles the portfolio side. DAG Private Client handles everything else.
Access to third-party institutional custody
Custody is not provided by DAG Private Client. Clients access independent qualified custody arrangements through unaffiliated, third-party institutional custodians, structured to keep clients in control of their assets.
A wealth team built for continuity
Coordination for next-generation inheritors who often understand digital assets better than the family's current advisor.
DAG is the wealth firm built for people whose net worth lives largely in digital assets.
Stat
5–7business days
Wyoming LLC formation timeline.
Did you know
Wyo. Stat. § 17-29-503 makes the charging order the exclusive creditor remedy for both single-member and multi-member Wyoming LLCs. Many other states (including Florida and California) do not extend this protection as broadly.
FAQ
Common questions about DAG Private Client.
Start the conversation
The work is easier before the moment than after it.
The first conversation is a structural review of where your assets actually live and which structures hold them. Most clients leave with a written summary and a prioritized list of recommendations.
Compliance
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. 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 qualified tax professionals. DAG is not a financial advisor and does not provide financial advice. Investment advisory services are available through DAG Wealth. Digital Wealth Partners LLC (CRD No. 328627) is an SEC Registered Investment Advisor. Form ADV and Form CRS are available upon request or at www.adviserinfo.sec.gov. Registration with the SEC does not imply a particular level of skill or training.
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. The information on this page is for general educational purposes and is not legal or tax advice.