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Designed around your situation

Who We Serve

Engagements built for individuals, families, business owners, and institutions navigating digital-asset wealth.

Financial professionals reviewing planning materials in an office

High Net Worth Individuals
Investment, estate, and structural planning coordinated under one client team for individuals and families whose wealth includes digital assets, real estate, business interests, and traditional portfolios.
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Family Offices
Single- and multi-family offices that don't want to build crypto infrastructure in-house. DAG plugs into the existing team (custody, tax, structure, and reporting) without competing for the client relationship.
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Next Generation Inheritors
Your family's advisors managed wealth successfully for decades. When you mention Bitcoin, the conversation stops. DAG adds digital asset expertise alongside your family's existing team, not in place of it.
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Business Owners & Executives
DAG coordinates wealth management, exit planning, and entity structure for business owners and C-suite executives with equity concentration and digital asset exposure.
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RIAs
For advisors whose best clients now hold meaningful digital assets but who don't want to build custody, tax, and compliance infrastructure from scratch. DAG provides the back end; you keep the relationship.
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Disclosures

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 qualified independent 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 DAG 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.