Your Digital Family Office Concierge
What the Concierge Package Includes
One point of contact. World-class systems. Expert teams behind the scenes. We handle the operational complexity so you can focus on what actually matters to you.
Financial Management
Bill payment that works. Automated vendor management, invoice tracking, instant execution. No more chasing paperwork.
Full-service accounting with professional bookkeeping, monthly reconciliation, and year-end packages your CPA will actually appreciate.
Asset reporting through Addepar dashboards with monthly summaries and consolidated views across all your entities. You’ll know exactly where things stand without having to dig.
Operations and Administration
A dedicated Account Executive who knows your situation. One number to call, one person coordinating everything.
Executive administrative support for calendars, vendor relationships, subscriptions, and the hundred small things that eat up your time.
A secure document vault with smart tagging and access controls. Plus an encrypted Slack or Signal channel for when you need something handled now.
Lifestyle Services
Travel handled properly. Complex itineraries, private aviation, exclusive events, international logistics. We coordinate it all.
Personal and family security planning when you need it. Threat assessment, protective services coordination, peace of mind.
Family Legacy and Governance
Family governance that actually works. Constitutions, education frameworks, succession tools, strategic oversight. The kind of structure that holds up across generations.
Next-gen development through mentorship, digital asset education, and wealth transition preparation. Getting your kids ready without the painful family meetings.
Available Enhancements
Beyond the core package, we can connect you with specialists for more complex needs. These are professionals we know and trust, working in areas that require specific expertise and licensing.
Entity and Trust Structuring
LLCs, trusts, holding companies. The right legal architecture to protect assets and simplify management. We connect you with attorneys who specialize in this work.
PPLI and Captive Insurance
Private Placement Life Insurance and captive structures for sophisticated investors. Contact us to get introduced to specialists who work exclusively in this space.
Philanthropic Planning
Charitable giving strategies, donor-advised funds, private foundations. We help you think through the options and connect you with advisors who can execute.
SPV and Deal Flow Access
Special purpose vehicles and investment opportunities through our network. The kind of deals that typically require being in certain rooms.
DAO and Treasury Management
For families with DAO participation or on-chain treasury positions. Coordinating governance, reporting, and management across traditional and decentralized structures.
A Note on Our Role
Digital Ascension Group is not a financial advisor and does not provide financial advice. For investment management services, we work closely with Digital Wealth Partners and can facilitate introductions. Our role is coordination, administration, and making sure all the pieces of your financial life work together. The specialists who provide licensed services are experts in their respective fields, and we make sure you’re connected with the right people for your situation.