Who We Serve
One coordinated strategy across traditional and digital wealth
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.
Most investors at this level hold more than a market portfolio
Stocks, fixed income, real estate, business interests, a Roth IRA, a traditional IRA, private holdings, and some digital assets. Each piece arrived for its own reason. Each is being handled by someone competent at that piece.
The friction is in the gaps between the pieces. A friend with crypto experience is helping you think about Bitcoin. A traditional advisor manages the brokerage but does not touch digital assets. Your CPA tracks taxable events after they happen rather than planning around them in advance. The estate attorney drafted the trust years ago and has never asked about wallet access.
DAG is built for clients whose wealth has reached this configuration. One team coordinating advisory strategy across your designated managed accounts and broader financial architecture.
What gets coordinated
- Investment management
- Custody with third-party qualified custodians
- Estate planning
- Liquidity planning
- Risk management
- Family coordination
The friction is in the gaps between the pieces.
How DAG works with HNW individuals and families
Investment management across asset types
Public markets, fixed income, alternatives, private holdings, and digital assets managed under one documented investment policy through DAG Wealth, an SEC Registered Investment Advisor.
Custody coordination
Traditional assets with institutional custodians. Digital assets with access to independent qualified custody providers. Your name on the accounts; not pooled; not on DAG's balance sheet.
Coordinated tax planning
Year-round coordination with your CPA on timing, harvesting, asset location, Roth conversions, charitable structures, and digital asset transactions.
Estate planning support
Living trusts, enhanced estate plans, and Wyoming LLC formation through DAG Private Client, coordinated with your estate attorney.
Liquidity planning
Cash needs met from the bucket that makes sense given valuations, tax considerations, and the broader plan.
Risk management
Coverage reviewed against the actual risk profile, including digital assets that most standard policies overlook.
A strategy that evolves with you
Wealth changes as markets move, businesses grow, families expand, and priorities shift. The goal is not a static plan. It is an advisory relationship that keeps investment, tax, estate, custody, and liquidity decisions aligned over time.
Annual
Investment policy review
Allocation targets, risk parameters, and time horizon revisited as life changes.
Quarterly
Portfolio review
Performance, rebalancing, tax opportunities, and any flagged events on the horizon.
Triggered
Event-driven sessions
Liquidity events, life changes, market regimes, and tax windows create reasons for off-schedule conversations.
Multi-decade
Sustained relationship
Most HNW engagements at DAG are designed for the long term, with the structure adapting as the family and the assets change.
Family complexity beyond the individual
HNW planning rarely involves just one person. Spouses, adult children, parents, and household staff all create dependencies on the financial picture.
Spousal access and visibility
Both spouses know what is held, where, and how to reach it. Clear access to digital and traditional accounts. Documented operating procedures that survive a death or incapacity.
Next-generation involvement
Children and grandchildren introduced to the family's wealth structure deliberately, scaled to age and role. Education on digital assets, estate planning, and the family's broader values.
Generational transfer
Annual gifting, lifetime exemption use, and the structural work that prepares the family for transitions. Coordinated with Generational Wealth Transfer and Legacy Planning.
Coordination with existing advisors
Long-standing relationships with attorneys, CPAs, and other professionals are not replaced. They are coordinated with.
Questions
Frequently asked questions
Question 01 of 06
What's the typical client profile?
HNW individuals and families with at least $1.1M in investable assets, and typically meaningful net worth across multiple asset types. Clients usually arrive with digital asset exposure that their current advisors do not handle well, or with general dissatisfaction about how their existing advisors coordinate across their full balance sheet.
Next step
Most HNW conversations start with a review of where the assets actually live, which advisors handle which pieces, and where the coordination gaps are.
The recommendation about which side of DAG to engage follows the review.