Digital Ascension Group Appoints Martha Vokes as Chief Operating Officer
Digital Ascension Group is proud to announce the appointment of Martha Vokes as Chief Operating Officer. In this role, Vokes will oversee the firm’s operational strategy, client services, and infrastructure across Digital Ascension Group’s wealth management, custody, and advisory functions....
DAG Expands Leadership Team to Support the Operational Complexity of Digital Asset Wealth Management
Most investors with significant digital asset holdings used to face a coordination problem. Their estate attorney understood traditional planning, but not how to structure language around multi-signature wallets. Their tax advisor could navigate complex filings but lacked familiarity with the...
Will Contests and Digital Assets: Protecting Your Crypto Inheritance
You’re staring at legal documents that don’t make sense. Your parent’s will suddenly favors a new spouse or caregiver and you can’t shake the feeling something’s wrong. Maybe you’ve discovered they owned significant cryptocurrency holdings that aren’t properly accounted for....
How to Create a Family Office Investment Policy
You’ve crossed a threshold. Maybe you sold a crypto position that made generational money. Maybe your family has been building wealth through traditional assets for decades. Whatever brought you here, the stakes are real now and the decisions matter more...
How Crypto Holders Should Navigate Probate and Letters Testamentary
Probate & Letters Testamentary Considerations with Your Crypto Estate Plan Most people think of probate as paperwork. And it is, until the person who died held Bitcoin wallets or NFT collections. Then things get complicated fast. Exchange accounts flag inactive...
Estate Planning for High-Net-Worth Digital Professionals
Your calendar is packed. International calls at dawn, board meetings that run late, family dinners squeezed between Slack notifications. You’ve built a lot: equity positions, international property holdings, maybe a crypto portfolio that would make your accountant nervous. But there’s...
Building a Data Room That Actually Gets You Funded
Almost 60% of failed deals can be traced back to poor due diligence. That statistic comes from a Bain & Company survey of senior executives, and it should terrify anyone preparing to raise capital. The reasons vary: numbers that don’t...
Family Office Co-Investment Structure Explained
You have capital sitting there and access to deals. But the deal is too big for you alone, and allocating through a traditional fund means handing over two percent annually plus twenty percent of your profits to a manager. There...
Trust-Owned LLC: The Cleanest Way to Keep Crypto Out of Probate
If you die tomorrow and your family goes to court with your will and death certificate, then discovers your Bitcoin wallet holds $2.8 million that nobody can access. The probate judge stares blankly as your heirs explain blockchain and private...
When Crypto Lending Becomes a Trap: Why Infinite Banking Might Be Your Safer Path to Liquidity
In July 2022, Sarah Mitchell thought she’d found the perfect solution. Her Bitcoin portfolio had grown to $2.3 million, but she needed $400,000 to close on a commercial property deal. Rather than sell her crypto and face massive tax consequences,...