How Crypto Investors Protect Wealth with a Family Office

How Crypto Investors Protect Wealth with a Family Office

Disclosure: This is a paid article. Readers should do further research before taking action. Learn more >

You finally succeeded. There are 7 numbers displayed in your wallet. The stack continues to grow. Maybe you caught it all at the right time and rode it out. As you scroll through your portfolio, you feel a mixture of pride and fear. Because this is what no one warned you about: getting rich with cryptocurrencies is one thing, but staying rich is quite another. That’s why Digital Ascension Group, founded by Jake Claver and Max Avery, is quickly becoming the go-to family office solution for handling the work of clients with big bags. They not only help people keep their luggage, but also help keep it from getting ruined.

When your wallet becomes a target

These numbers tell a story that should make any serious owner nervous. In the first half of 2025, $1.93 billion was lost due to various crypto crimes. Large investors view these headlines differently than the average investor. Carrying around a small pension fund’s worth of digital assets makes any security breach feel personal. Exchanges are not the only victims of these problems. News of individual wallets being depleted, smart contracts being exploited, and social engineering attacks fooling people who should know better is commonplace.

Let’s think about it for a moment. You’ve spent years studying charts, timing your entries, and riding out stomach-turning crashes. Then a group on the other side of the world discovers the vulnerability and erases it all within minutes. Storing a hardware wallet in a safe deposit box starts to feel like a very thin security strategy.

Billionaire boom that no one expected

There are currently 241,700 crypto millionaires walking around. This number has jumped 40% in one year. Bitcoin alone has created 192,205 millionaires. These people weren’t just buying a few and hoping. They established themselves early on, persevered through the chaos, and are now tackling problems that most people only dream of.

The problem is that crypto assets move quickly. Luck can appear overnight, but it can also disappear just as quickly. At 2am, large holders start searching for things like “best institutional crypto custody provider” and “insured crypto custody for high net worth individuals.” They’re not paranoid…they’re realistic, and old strategies about index funds and rental real estate don’t cover half of what you need to know.

What happens when DIY stops working?

Most crypto holders initially manage everything themselves. They learned about cold storage, set up multiple wallets, and memorized seed phrases. It works well if you’re playing with an amount you can afford to lose, but when you scale it up to millions of dollars, you start to see the cracks.

The gospel of self-custody makes sense until it doesn’t. People lose their keys. They forget their passwords. They die without telling anyone where they saved their backup phrases. There’s a reason why searches for “Bitcoin institutional custodians” and “XRP secure storage solutions” are on the rise.

Enter the family office model

Family offices have existed for generations. Wealthy families use them to manage their money, handle investments, coordinate tax planning, and everything else to keep things running smoothly. The Rockefellers and Rothschilds did it, and now there is a new generation of family offices founded by familiar names such as Charles Hoskinson and the Winklevoss twins. The basic idea is to hire a team of experts to manage your assets, allowing you to focus on other important parts of your life.

Digital Ascension Group has built a solution that adapts traditional family office management for people who have made money investing in cryptocurrencies. They bridge the gap between traditional finance and blockchain-native assets and also provide consulting to other family offices looking to allocate to digital assets. Digital Ascension Group, through its subsidiary Digital Wealth Partners (an SEC-registered RIA) (www.digitalwealthpartners.net), provides the structure and expertise of institutional money management with a true understanding of cryptocurrencies.

Digital Wealth Partners (DWP) handles custody through qualified insolvency remote providers. Custody with DWP means you have access to crime insurance, multi-signature security with advanced hardware security modules (HSM), and trusted fiduciaries to work with. They coordinate with tax professionals who know how to handle things like staking rewards and DeFi yields. They work with attorneys who can set up trusts and associations that protect you from lawsuits and creditors. They even manage tedious tasks like estate planning so that your heirs don’t lose access to your coins when you leave.

build a wall around your wealth

Large holders are considering options such as establishing crypto asset protection trusts and LLCs for good reason. If you’re worth millions, you’re a target not only for hackers but also for lawsuits, divorces, business disputes, and creditors. Protecting that wealth requires legal structures that most people have never considered.

It is becoming more common for digital asset investors to establish LLCs or trusts designed specifically for cryptocurrencies. The goal is simple. It’s about creating a layer between an asset and anything that could threaten it. If someone sues you personally, they cannot easily access assets held in a properly structured trust. Flexibility to adjust if tax laws change. If you want to pass on wealth to your children without passing on the tax nightmare to them, you have options. Smart holders realize that getting the structure right is just as important as choosing the right coin.

Why has institutional virtual currency storage become a hot topic?

Institutional custody with Digital Wealth Partners means a professional company protects your cryptocurrencies with military-grade security. We use cold storage in vaults, multi-signature requirements that require multiple parties to approve transactions, and insurance policies to cover losses from infringement.

Family office services have become relevant because people want professional-level protection for their crypto, as well as accountability and someone to turn to if something goes wrong. DIY digital wealth management stops doing so when the stakes are high enough.

Digital Wealth Partners does the heavy lifting by thoroughly vetting providers, negotiating terms, and integrating custody into your broader wealth strategy. Your coins are kept safe while you focus on decisions about allocation, spending, and legacy.

Make plans for an unseen future

What happens to your cryptocurrency when you die? If your family doesn’t know your password, their wealth is gone forever. Billions of Bitcoin are now sitting in wallets that no one can access because someone died in an unplanned manner.

Wealth planning for crypto assets requires a different mindset than for traditional assets. We need a secure system to transfer keys, clear instructions for access, and a legal structure to avoid probate

Digital Wealth Partners addresses this by integrating cryptocurrencies into comprehensive estate plans. They work with attorneys who understand both digital assets and trust law to set up inheritance protocols that protect privacy while ensuring a smooth transfer, and create backup systems to ensure that generational wealth is not lost if you lose one password.

Where Digital Ascension Group fits

All this brings us to a company that actually specializes in this very problem. Digital Ascension Group founded Digital Wealth Partners and built an entire practice around serving crypto holders who require institutional-level wealth management. They’re not trying to bolt cryptocurrency services into traditional enterprises. They started with digital assets as their foundation.

DWP’s services cover a full range of areas, bringing global expertise to address regulatory changes across jurisdictions. Cryptocurrency moves too fast for generalists, so their teams stay up to date.

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 the basics of blockchain to your real estate attorney, or wondering if your custodial provider actually knows what they’re doing.

Transition to a family office

Moving from self-managed cryptocurrencies to professionally managed cryptocurrencies feels like a big step, and it is. You are entrusting to someone else the assets you have worked so hard to protect. But consider what you get. Professional custody, legal protection, tax optimization, and estate planning all work together.

True protection of your digital assets

Jake and Max started Digital Ascension Group after seeing too many crypto holders struggling with a problem that shouldn’t exist. Smart people who had made great investment decisions were being stumbled by custody issues, tax complexities, and legal issues. They needed a solution built from the ground up for digital assets, not traditional services awkwardly adapted for cryptocurrencies.

The company’s philosophy focuses on treating cryptocurrencies as legitimate assets worthy of professional management. In doing so, we tailor everything to the client’s actual situation and goals.

That personalized approach extends beyond investment strategies. Covering lifestyle management, philanthropic planning, and multigenerational wealth transfer. Cryptocurrencies have created new money quickly, but building a lasting legacy takes time and expertise. Digital Ascension Group and Digital Wealth Partners bridge that gap, helping holders transform volatile digital assets into stable, protected assets that will serve their families for decades.

Categories: Cryptocurrency, Sponsored

Leave a Reply

Your email address will not be published. Required fields are marked *