Digital Asset Services for Family Offices
The Digital Asset Challenge for Family Offices
Family offices built to manage stocks, bonds, real estate, and private equity face new pressure. Your principals read about Bitcoin. The next generation wants crypto exposure. Maybe someone already bought digital assets outside your oversight, and now you need to integrate them into the family’s financial picture.
Your investment team understands traditional markets. Your compliance people know securities regulation. Your estate attorneys have handled complex trusts for decades. But nobody on your team knows how to custody crypto safely, report it accurately, or integrate it into your operations without starting from scratch.
Building internal digital asset capabilities is expensive and slow. Hiring crypto-native staff means translating between different professional languages. Most family offices end up either saying no to digital assets entirely, or allowing principals to manage crypto positions separately, outside the family office’s oversight. Neither approach works long-term.
How We Support Family Offices
Institutional Custody Infrastructure
Digital assets require different custody solutions than traditional securities. You need qualified custodians who meet institutional standards, proper key management protocols, and disaster recovery procedures that actually work. We partner with institutional-grade custody providers and help you establish oversight procedures that match your governance standards.
Your family office maintains control and visibility. We provide the technical expertise to evaluate custody solutions, implement security protocols, and monitor ongoing operations. You get institutional custody without building an entire crypto infrastructure team.
Digital Asset LLC Formation
Your family office needs proper entity structure to hold digital assets separately from traditional holdings. A Digital Asset LLC provides liability protection, optimizes tax treatment, and simplifies compliance when dealing with cryptocurrencies and tokenized assets for your principals.
By creating clear separation between asset types and proper governance structures, the right entity framework protects family wealth. We help establish LLCs that integrate with your existing family office operations and meet your oversight requirements.
Tax and Compliance Coordination
Digital asset tax treatment continues to develop. Reporting requirements keep changing. Your family office needs accurate records for audits, proper transaction documentation, and coordination with tax professionals who understand both traditional and digital holdings.
We help coordinate with your tax advisors and compliance team to handle digital asset reporting. That includes transaction tracking, tax lot accounting, and documentation that satisfies regulatory requirements. When tax rules change, we help you understand the impact and adjust procedures accordingly.
Next-Generation Education and Planning
Younger family members often understand digital assets better than the wealth management team. This creates tension. They want exposure to crypto. Your office wants proper oversight. Both perspectives matter.
We help bridge this gap. Your next generation gets education about digital assets that goes beyond hype. Your family office gets frameworks for evaluating crypto opportunities that match your governance standards. The result is informed decisions that respect both traditional principles and legitimate opportunities in digital markets.
Investment Management Through Digital Wealth Partners
Your family office may need professional investment management that integrates digital assets with traditional holdings. Digital Ascension Group provides family office services, while investment management and financial advisory services are provided through Digital Wealth Partners, our affiliated registered investment advisor.
Digital Wealth Partners works with family offices to integrate digital asset positions into overall portfolio frameworks, provide risk management across traditional and crypto holdings, coordinate allocation decisions, and deliver reporting that shows the complete picture. Their advisors understand institutional governance standards and can work alongside your existing investment team.
Contact us to learn more about connecting your family office with Digital Wealth Partners for investment management, or to discuss the digital asset services Digital Ascension Group provides directly.
Partnership Without Replacement
We’re not trying to replace your family office. You’ve built relationships and systems that work. Your investment team, tax advisors, and estate attorneys know your family and understand your goals. That institutional knowledge has value.
What we provide is specialized expertise in the one area where most family offices lack capabilities: integrating digital assets into existing operations. We work alongside your team, not instead of them. Your family office maintains control and makes final decisions. We provide the technical knowledge and operational infrastructure for digital assets.
This approach lets you add digital asset capabilities without rebuilding your organization. Your principals get the crypto exposure they want through proper channels. Your family office maintains oversight and governance. Everyone works from the same information instead of managing separate systems that don’t talk to each other.
Our Services for Family Offices
Institutional Custody
Partner with qualified custodians offering institutional-grade security. Implement proper key management protocols and disaster recovery procedures. Maintain control and visibility while protecting digital assets.
Entity Structuring
Form Digital Asset LLCs that separate crypto holdings from traditional assets. Create proper governance structures that integrate with your family office operations and meet oversight requirements.
Coordination Services
Work alongside your existing team. Coordinate with investment advisors, tax professionals, and legal counsel. Bridge generational perspectives and add digital expertise your office needs.