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.
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.”
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.
At a federally chartered bank.
Drafted around private-key control.
A trust that owns the LLC.
Lot-level basis, fork treatment, planning.
Built for continuity across generations.
Operating agreements that handle private key control, fork handling, multi-sig governance, and staking, drafted specifically for the asset class.
Estate coordination written for the reality that wallet access matters at least as much as wallet ownership.
Lot-level statements, specific identification, fork and airdrop treatment, 1099-DA-ready reporting.
No referrals out. DAG Wealth handles the portfolio side. DAG Private Client handles everything else.
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.
Coordination for next-generation inheritors who often understand digital assets better than the family's current advisor.
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.
DAG Wealth is the SEC-registered investment advisor that manages portfolios. DAG Private Client handles the entity, trust, estate, and tax structures around your crypto position. They are affiliated companies that share a back office and a single client team.
No. DAG Private Client services are available independently. However, coordination across the affiliated companies can provide additional value if you are also a DAG Wealth client.
Wyoming has been a leader in blockchain and digital asset legislation, with clear laws on LLC charging order protection, privacy, and decentralized organization structure. The state's legal framework is well-suited for digital asset holders.
Wyoming LLC formation typically takes 5-7 business days from the first conversation to completion. Trust and estate planning depends on complexity and legal counsel involvement.
There is no formal minimum. Engagements are scoped individually based on your specific needs. Most clients begin with a structural review to identify gaps before sequencing the work.
Speak directly with our team.
A short conversation is the best way to understand whether we're a fit. Share a little about your situation and a senior advisor will respond personally.