Family Office Services & Administration
Your Family Office Command Center
Running a family office gets complicated fast. Legal documents scattered across three law firms. Custody records that nobody can find when it matters. Advisors who never talk to each other. And that’s before you add crypto to the mix.
Our central hub consolidates everything that matters in one place. Legal documents, custody records, asset documentation, advisor communications, strategic plans. Your customizable dashboard gives you actual visibility across traditional and digital holdings while you control exactly who sees what.
We handle the technical complexity so you can focus on decisions that matter.
Digital Asset Integration
Most family office systems weren’t built for cryptocurrency. They can handle stocks and bonds and real estate just fine. But try to document a multi-sig wallet setup or track token vesting schedules and things fall apart pretty quickly.
We’ve built infrastructure that treats digital assets as a real part of your wealth picture. Crypto custody documentation, private key access procedures, blockchain transaction records, entity structures that actually make sense for tokens. You get visibility across everything you own without maintaining parallel systems for different asset types.
Family Office Administration Services
Office Orchestration
Family office operations, personal affairs, business interests. These things tend to operate in silos, and that creates redundancy and gaps that cost you time and money.
We implement processes for everything from routine transactions to complex multi-party coordination. Budgeting frameworks, financial reporting systems, document management protocols. The administrative infrastructure that transforms chaos into something you can actually manage.
Relationship Integration Hub
Your advisory network includes family members, executives, tax advisors, estate attorneys, and specialists who often don’t communicate with each other. Information sits in silos. Things slip through the cracks.
We establish secure communication channels within a unified ecosystem managed through your central hub. Action items get tracked, documents get centralized, and accountability happens across all parties. One coordination point instead of a dozen scattered conversations.
Fractional Executive Leadership
Not every family office needs full-time executive staff. But you still need specialized expertise for oversight, planning, and compliance.
We connect you with professionals who provide exactly what you need. Fractional CFO oversight, tax planning coordination, compliance management. This includes specialists who understand digital asset complexities. Crypto tax professionals, blockchain custody experts, estate attorneys who know how to handle private key transfers.
Philanthropic Coordination
For families with charitable foundations, we provide operational coordination. Grant documentation management, recipient communication, regulatory compliance tracking, impact reporting systems.
We coordinate with philanthropy professionals who can provide strategic giving advice, impact measurement expertise, and foundation management services. Through our central hub, we track all foundation activities and ensure compliance requirements get met.
Information Architecture & Document Governance
Critical information scattered across filing cabinets, email threads, and various advisor offices becomes a liability. When you need something urgently, you shouldn’t have to wonder where it is.
We implement platforms that centralize, categorize, and secure your most valuable data. Legal agreements, financial records, family governance documents, digital asset custody protocols. For families holding digital assets, this includes secure storage of private key documentation, hardware wallet access procedures, multi-sig wallet coordination documents, custody agreements, and recovery protocols.
Authorized stakeholders can retrieve essential information when they need it. Version control issues and knowledge gaps disappear. You get a definitive system of record for your entire wealth ecosystem.
Investment Management Through Digital Wealth Partners
Digital Ascension Group orchestrates your family office operations and coordinates relationships with all professionals supporting your wealth. Investment management, portfolio allocation, and financial advisory services are provided through Digital Wealth Partners, our affiliated registered investment advisor.
Digital Wealth Partners brings together experienced advisors who understand both traditional and digital asset management. Their team provides portfolio construction, risk management, allocation strategies, and comprehensive investment oversight for families holding wealth across multiple asset types.
Unified Platform
One secure system for all documentation, communications, and coordination. Unified visibility across traditional and digital holdings without juggling multiple platforms.
Professional Orchestration
We coordinate relationships with your complete advisory network. Tax professionals, estate attorneys, custody providers, investment managers. One central point of contact.
Digital Asset Ready
Our systems handle both traditional and digital asset documentation, custody protocols, and compliance requirements. Built for how wealth actually looks today.
Why Families Choose Our Central Hub Approach
Traditional family office services weren’t designed for families holding digital assets. Custody coordination, tax reporting, entity structuring, estate planning. All of these require different approaches when crypto and tokens are part of the picture.
We provide specialized infrastructure and central coordination that bridges both worlds. One point of contact, one secure platform, complete visibility across your entire wealth ecosystem. You get the professional depth typically available only to large institutions, scaled for what your family actually needs.