Balancing Your Business and Family
If you own or run a business, you know how important it is to have a strong leadership team. Making smart decisions and keeping the business running smoothly every day is crucial for staying profitable and ahead of the competition....
Understanding Institutional Custody for Digital Assets
In its simplest form, the primary responsibility of a custodian is ensuring the security of your assets. Within the realm of digital assets, an increasing number of independent individuals are recognizing the value of custodianship in fortifying the security of...
How to Avoid the Typical Pitfalls Encountered by Affluent Families
In today’s world, where fortunes can be made and lost within a single generation, it’s really important to understand how to keep a family’s wealth and values intact. Imagine the process of going from earning money to passing it down...
Expanding the Role of Family Offices: A Holistic Approach
Wealth preservation is no longer the sole focus of family office management. To embrace a truly holistic strategy, family offices must address a family’s operational, financial, and personal needs. This inclusive approach extends beyond traditional wealth management to incorporate wellness,...
Building a Legacy & Maintaining Family Wealth
In the realm of wealth management, the Endowment Model stands out as a unique and artful approach to preserving family assets. It involves creating a perpetual trust that serves as the foundation for funding essential projects and supporting family members,...
Why Institutional Custody is Important for Digital Assets
What is the benefit of transferring your digital assets from an exchange or cold wallet to institutional custody? Insurance – If you work with us at Digital Ascension Group, you’ll receive the benefits of our relationship with Polysign and Standard...
Family Offices: Maximizing Efficiency and Long-Term Success
“A family office is not just about managing assets; it’s about nurturing and preserving the legacy for generations to come.” Family offices have become a vital component for high-net-worth individuals and families seeking efficient asset management, seamless coordination of affairs,...
Legacy Wealth and Role Transition
In the world of great family fortunes, the journey often begins with an entrepreneurial endeavor—a business initiated by a visionary founder that gradually gains success and value over time. The circumstances surrounding these ventures may differ, with some taking decades...
Best Practices in Making Philanthropic Gifts: Empowering High Net Worth Individuals and Family Offices
Philanthropy holds the power to transform lives and communities, and as a high net worth individual or part of a family office, you have the remarkable opportunity to make a lasting impact. However, navigating the realm of philanthropic giving requires...
The Necessities of Auditing a Family Office
Family offices play a critical role in managing the wealth and businesses of affluent families. However, many family offices often overlook crucial aspects such as family dynamics, alignment of interests, and next-generation engagement. The focus primarily remains on financial management,...









