Who We Serve
Co-sourced digital-asset capability for existing 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.
Section 01
You don't need a second family office. You need one missing capability.
The single-family office (or established MFO) already has investment, tax, legal, and reporting infrastructure. It works. The gap is narrow but consequential: digital assets are now a meaningful part of what the office has to manage, and the rest of the stack was built before that was true.
Building in-house custody, key-management, entity, and reporting expertise for digital assets is expensive, slow, and difficult to staff. Co-sourcing it is the standard answer in every other specialty the office relies on (private credit, tax-exempt bonds, insurance), and it's the right answer here too.
DAG plugs in to fill the digital-asset capability without competing with the office on anything else.
Symptoms
- A principal has built a meaningful crypto position the office can't fully see
- Custody is split across exchanges, hardware wallets, and spreadsheets
- The CPA can't reconcile the digital-asset cost basis at year-end
- The investment committee has no policy framework for digital assets
- The estate plan does not contemplate private keys
Section 02
What DAG provides to the office
01
Custody architecture
Migration from self-custody and exchange accounts to independent qualified institutional custody arranged through third-party custodians. Multi-sig governance, signer policy, and disaster recovery documented and tested.
02
Entity structuring
Wyoming Digital Asset LLCs through DAG Private Client, operating agreements drafted around private-key control, and coordination with the office's existing trust and entity structures.
03
Investment policy & advisory
DAG Wealth provides SEC-Registered advisory where the office wants an external fiduciary mandate on the digital-asset sleeve. Or DAG advises the IC and the office's CIO retains discretion.
04
Tax coordination
Cost-basis reconciliation, lot-level reporting, and quarterly coordination with the office CPA and outside tax counsel.
05
Estate & succession
Digital-asset succession plans: operational, not just legal. Key recovery, signer transition, and beneficiary education coordinated with the office's estate counsel.
06
Reporting integration
Position and transaction data into the office's existing aggregator or general ledger. The office's reporting cadence does not change to accommodate DAG.
Section 03
Three ways to engage
Offices engage DAG at the level that matches the problem. Most start narrow.
Model 01
Project-scoped
A discrete piece of work (custody migration, entity setup, or estate-plan update) with a defined deliverable and end date.
Model 02
Ongoing advisory
A retained relationship covering the digital-asset sleeve and the standing questions it generates. Pricing scales to scope, not assets.
Model 03
Sub-advisory mandate
DAG Wealth as fiduciary advisor on the digital-asset portion. Reporting and IC participation defined in the engagement letter.
"DAG is the digital-asset specialty inside the office's existing architecture, not a parallel office."
Section 04
How the relationship actually runs
Single point of contact
A named DAG principal owns the office relationship. Escalations, briefings, and standing questions route through one person.
Defined scope in writing
Every engagement starts with a written scope, deliverables, and reporting cadence. The office's CIO or director knows exactly what DAG is responsible for.
Office's tools, office's cadence
DAG conforms to the office's reporting calendar, GL, and aggregator. The office does not adjust its operating rhythm to accommodate a vendor.
Coordination with existing counsel and CPA
DAG works directly with the office's outside attorney, CPA, and (where applicable) trustee. The office is not asked to be the messenger between specialists.
Questions
Frequently asked
Next step
Office conversations start with what's in scope today and what the team already owns. The right way to engage becomes obvious from there.
DAG Wealth is an SEC Registered Investment Advisor. Registration with the SEC does not imply a certain level of skill or training. DAG Wealth acts as a fiduciary with respect to its advisory clients.
DAG (Digital Ascension Group) provides coordination, family-office, and structural services. DAG is not a law firm and does not provide legal advice. DAG is not a CPA firm and does not provide tax advice. Legal services are provided by independent qualified counsel licensed in the applicable jurisdiction. Tax services are provided by independent qualified tax professionals. Custody of digital assets is held by independent qualified custodians; DAG Wealth does not custody client assets directly.
Investing involves risk, including the possible loss of principal. Specific fee schedules, conflicts of interest, and material business practices are disclosed in Form ADV Part 2A, available on the SEC Investment Adviser Public Disclosure (IAPD) website or on request.
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 offered through Digital Wealth Partners LLC (CRD No. 328627), an SEC Registered Investment Advisor. Digital Wealth Partners LLC is doing business as Digital Ascension Group – Wealth (“DAG Wealth”). 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. Registration 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.