Entities built for digital assets
Operating agreements that handle key control, fork events, and multi-sig — drafted for the asset class, then filed through the portal.
Digital Wealth Group
A coordinated platform for wealth management, family office services, and institutional solutions, designed to support every stage of your financial journey.
Entity, trust, estate, and tax structures around an individual crypto position.
EnterInvestment advisory through a coordinated wealth desk built for digital and traditional holdings.
EnterLife insurance, annuities, and protection coverage placed across carriers for digital asset holders.
EnterSub-advisory, independent custody coordination, and digital-asset infrastructure for RIAs and institutions.
EnterWe believe a new generation of wealth deserves a new generation of guidance.
As digital assets reshape the financial landscape, investors deserve a team that understands both the complexity of emerging markets and the timeless principles of preserving wealth. What follows is the operational framework behind an asset class that does not fit neatly into traditional systems.
Built around how crypto wealth actually works
Traditional advisors, attorneys, accountants, and custodians grew up around stocks, bonds, and real estate. None of it was designed for an asset that disappears if a key is lost. Private Client is the structural side: Wyoming-style LLCs, living trusts, estate planning, and tax coordination. Wealth sits on the portfolio side. One client team covers both.
The first step is usually a conversation. Most clients leave with a written summary and a prioritized list of recommendations.
Custody stays with unaffiliated institutional custodians. DWG does not take possession of client keys.
Operating agreements written for private-key control, staking, forks, and multi-sig governance.
Living trusts that keep digital assets out of probate and reachable by the people you choose.
Lot-level records, specific identification, and year-round planning through independent tax professionals.
A wealth team that can brief the next generation, not only the current signer.
What an engagement delivers
Operating agreements that handle key control, fork events, and multi-sig — drafted for the asset class, then filed through the portal.
Estate coordination written for the reality that wallet access matters at least as much as wallet ownership.
Statements, identification, and airdrop treatment coordinated with independent tax professionals.
Private Client handles the entity and estate side. The wealth desk handles holdings, signals, and reporting.
Life, annuities, long-term care, and disability placed across carriers for holders of volatile assets.
Documents, deposits, and requests live in one signed-in account instead of scattered email threads.
Most clients arrive after a moment
A headline about a hack. A probate story about a missed seed phrase. A tax bill that arrived without warning. A liquidity event that surfaced every question that had been postponed.
The first meeting is a structural review: where the assets actually live, which structures hold them, which documents mention them, and where the gaps are. Work is then sequenced — custody when keys are exposed, entity and trust when the structure is missing, tax planning when a disposition is near.
Individuals & families
Who we serve
Advisors & institutions
Common questions
Wealth covers portfolio, trading, and reporting inside the account. Private Client covers the personal-side structures that are not portfolio management: entity formation, trusts, estate coordination, and tax support through independent professionals. One login covers whichever side you start on.
No. Entity formation can stand on its own. Many clients start with an LLC, then add documents, insurance, or a funded account later.
Titling, operating agreements, and charging-order rules differ by state. A structure does not guarantee protection against every claim. It does put keys, signers, and succession in writing before a crisis.
A straightforward formation is often measured in business days once the intake and payment are complete. Trust and estate work follows counsel in the relevant jurisdiction and takes longer.
An account, a short intake, and a way to fund the engagement. Deposits, documents, and status all stay on the same record.
Get in touch
A short conversation is the best way to understand whether we are a fit. Share a little about your situation when you create an account and a specialist can respond from your profile.
Digital Wealth Group is not a law firm, does not provide legal or tax advice, and does not provide tax preparation. Tax matters are handled through referrals to qualified independent tax professionals.
Estate matters require qualified independent counsel in the applicable jurisdiction. LLC formation, trust drafting, and estate planning are provided in coordination with or by licensed counsel.
Asset protection structures, including LLCs and trusts, do not guarantee protection against all claims, creditors, or losses. Outcomes depend on specific facts, jurisdiction, and applicable law.
Insurance products are offered through licensed carriers and appointed producers, not as an investment advisory service.
Custody arrangements with third-party custodians reduce certain risks and do not eliminate them. Digital Wealth Group does not custody client assets.
Investing in digital assets involves risk, including the possible loss of principal. Digital assets are highly volatile and may not be suitable for all investors. Past performance is not indicative of future results.
The information on this site is for general education and is not legal, tax, or investment advice. Fees, scope, and conflicts are disclosed in writing before an engagement.