How Crypto Investors Protect Wealth with a Family Office
Digital Ascension Group offers crypto millionaires tailored family office solutions to navigate wealth security, legal protection, and estate planning in an unpredictable digital landscape.
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You’ve finally made it. Your wallet shows seven figures. Your stack keeps growing. Maybe you caught everything at the right time and rode it up. You’re scrolling through your portfolio and feeling that mix of pride and dread. Because here’s the thing nobody warned you about: getting rich in crypto is one thing, but staying rich is a completely different beast. That’s why Digital Ascension Group, founded by Jake Claver and Max Avery is quickly becoming go-to for family office solutions to handle the affairs of clients with massive bags, and they don’t just help people hold onto it, they help them not mess it up.
When Your Wallet Becomes a Target
The numbers tell a story that should make any serious holder nervous. The first half of 2025 saw $1.93 billion disappear through various crypto crimes. Large holders watch these headlines differently than casual investors. When you’re carrying around the equivalent of a small pension fund in digital assets, every security breach feels personal. These aren’t just exchanges getting hit either. It’s become a regular occurrence to learn about individual wallets getting drained, smart contracts getting exploited & social engineering attacks tricking people who should know better.
Think about that for a second. You spent years studying charts, timing entries, holding through crashes that made your stomach turn. Then some group halfway around the world figures out a vulnerability and erases it all in minutes. A hardware wallet tucked in a safe deposit box starts feeling pretty thin as a security strategy.
The Millionaire Boom Nobody Expected
Right now, there are 241,700 crypto millionaires walking around. That number jumped 40% in one year. Bitcoin alone created 192,205 millionaires. These people didn’t just buy a little and hope. They positioned themselves early, held through chaos, and now they’re dealing with problems most people dream about having.
The thing is, crypto wealth moves fast. Fortunes appear overnight, and they can vanish just as quickly. Large holders start Googling things like “best institutional crypto custody providers” or “insured crypto custody for high net worth individuals” at 2 AM. They’re not being paranoid…they’re being realistic, and the old playbook of index funds and rental properties doesn’t cover half of what you need to know.
What Happens When DIY Stops Working
Most crypto holders start out managing everything themselves. They learned about cold storage, set up multiple wallets, and memorized seed phrases. That works fine when you’re playing with amounts you can afford to lose, but scale that up to millions and the cracks start showing.
The self-custody gospel makes sense until it doesn’t. People lose keys. They forget passwords. They die without telling anyone where they stored their backup phrases. There’s a reason searches for “bitcoin institutional custodian” and “xrp secure storage solutions” keep trending upward.
Enter the Family Office Model
Family offices have existed for generations. Wealthy families use them to manage money, handle investments, coordinate tax planning and keep everything running smoothly. The Rockefellers and Rothschilds did it, and now you have a new generation of family offices set up by familiar names like Charles Hoskinson and the Winklevoss twins. The basic idea: hire a team of experts to handle your wealth so you can focus on other important parts of your life.
Digital Ascension Group has built solutions to adapt traditional family office management for people who made their money by investing in crypto. They bridge the gap between old-school finance and blockchain-native assets, and also provide consulting for other family offices that are looking to allocate into digital assets. Digital Ascension Group by way of its subsidiary, Digital Wealth Partners (an SEC-registered RIA) (www.digitalwealthpartners.net) gives you the structure and expertise of institutional money management with a true understanding of crypto.
Digital Wealth Partners (DWP) handles custody through qualified, bankruptcy-remote providers. Custody with DWP means you get access to crime insurance, multi-signature security with advanced hardware security modules (HSMs) and a trusted fiduciary to work with. They coordinate with tax professionals who know how to handle things like staking rewards and DeFi yields. They work with lawyers who can set up trusts and entities that protect you from lawsuits or creditors. They even manage the boring stuff like estate planning so your heirs don’t lose access to your coins when you’re gone.
Building Walls Around Your Wealth
Large holders are looking into things like a crypto asset protection trust and how to set up LLC for good reason. When you’re worth millions, you become a target – not just for hackers, but for lawsuits, divorces, business disputes, and creditors. Protecting that wealth requires legal structures that most people never think about.
It’s becoming more common for digital asset investors set up LLCs and trusts specifically designed for crypto. The goal is simple: create layers between your assets and anything that might threaten them. If someone sues you personally, they can’t easily touch assets held in a properly structured trust. If tax laws change, you’ve got flexibility to adjust. If you want to pass wealth to your kids without them inheriting a tax nightmare, you’ve got options. Smart holders recognize that getting the structure right matters as much as picking the right coins.
Why Institutional Crypto Custody Became the Hot Topic
Institutional custody with Digital Wealth Partners means specialized firms secure your crypto with military-grade security. They use cold storage in vaults, multi-signature requirements where multiple parties must approve transactions and insurance policies that cover losses from breaches.
Why family office services start to make sense is people want professional-grade protection for their crypto, along with accountability and someone to call if something goes wrong. DIY digital asset custody stops cutting it when the stakes get high enough.
Digital Wealth Partners does the heavy lifting by thoroughly vetting providers, negotiating terms and integrating custody into broader wealth strategies. Your coins stay safe while you focus on making decisions about allocation, spending and legacy.
Planning for a Future You Won’t See
What happens to your crypto when you die? If your family doesn’t know your passwords, that wealth disappears forever. Billions in Bitcoin sit in wallets nobody can access because someone died without a plan.
Estate planning for crypto requires different thinking than traditional assets. You need secure systems for transferring keys, clear instructions for access, and legal structures that avoid probate
Digital Wealth Partners handles this by integrating crypto into comprehensive estate plans. They work with attorneys who understand both digital assets and trust law, set up succession protocols that protect privacy while ensuring smooth transfers & create backup systems so one lost password doesn’t wipe out generational wealth.
Where Digital Ascension Group Fits In
All of this brings us to firms that actually specialize in this exact problem. Digital Ascension Group established Digital Wealth Partners and built the entire practice around serving crypto holders who need institutional-grade wealth management. They’re not trying to bolt crypto services onto a traditional firm. They started with digital assets as the foundation.
DWP’s services cover the full spectrum and brings global expertise to navigate regulatory changes across jurisdictions. Their team stays current because crypto moves too fast for generalists.
Digital Ascension Group’s family office concierge model means one team coordinates everything. No more juggling five different advisors who don’t talk to each other, explaining blockchain basics to your estate attorney or wondering if your custody provider actually knows what they’re doing.
Making the Move to a Family Office
Transitioning from self-managed crypto to professional management feels like a big step, and it is. You’re trusting others with assets you’ve protected fiercely. But think about what you’re getting: expert custody, legal protection, tax optimization, and estate planning all working together.
Real Protection for Digital Assets
Jake and Max started Digital Ascension Group after seeing too many crypto holders struggle with problems that shouldn’t exist. Smart people who made brilliant investment calls were getting tripped up by custody, tax complications and legal exposure. They needed solutions built for digital assets from the ground up, not traditional services awkwardly retrofitted for crypto.
The firm’s philosophy centers on treating crypto as legitimate wealth that deserves professional management. In doing so, they tailor everything to match a client’s actual circumstances and goals.
That personalized approach extends beyond just investment strategy. It covers lifestyle management, philanthropic planning and multi-generational wealth transfer. Crypto created new money fast, but building lasting legacies takes time and expertise. Digital Ascension Group and Digital Wealth Partners bridge that gap, helping holders transform volatile digital assets into stable, protected wealth that serves their families for decades.
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Bitcoin, a decentralized currency that defies the sway of central banks or administrators, transacts electronically, circumventing intermediaries via a peer-to-peer network.
Digital Ascension Group
Digital Ascension Group (DAG) is a specialized multi-family office that helps individuals, founders, and family offices structure, protect, and manage digital asset wealth.
