Family Office Services for Business Owners & Executives
You built or run a successful business. You have equity concentration. Maybe youโve explored digital assets as a hedge or portfolio diversifier. You face decisions that span asset classes, and traditional planners donโt connect all the pieces.
The Complexity Business Owners Face
When youโre running a business and building wealth simultaneously, your financial life gets complicated fast. Youโve got company equity, personal investments, maybe some crypto positions, retirement accounts, real estate, and a dozen other things that all need attention. Most business owners end up with a fragmented approach because nobody coordinates all of it together.
The problem hits hardest when youโre making decisions that affect multiple areas at once. Selling part of your business changes your tax picture, which affects your investment strategy, which impacts your estate plan. If youโre holding digital assets alongside traditional investments, the complexity doubles. You need someone who understands business transitions, crypto tax treatment, qualified small business stock exclusions, and how all those pieces connect to what youโre actually trying to build.
This fragmentation creates real risks. You might make a smart move in one area that creates problems somewhere else. Or you miss opportunities because your advisors arenโt coordinating. Your wealth is locked in illiquid assets while your lifestyle needs regular cash, and nobodyโs orchestrating how everything works together.
Business Equity Concentration
Most of your net worth tied up in one company creates unique planning challenges.
Multi-Asset Complexity
Traditional investments plus digital assets require specialized coordination most advisors canโt provide.
Fragmented Advice
Multiple advisors working in silos leads to missed opportunities and conflicting strategies.
Our Family Office Services for Business Owners
Digital Asset Custody for Business Holdings
Your business might hold Bitcoin as treasury, accept crypto payments, or you personally hold digital assets alongside your company equity. These holdings need institutional-grade protection. We partner with top-tier qualified custodians offering insured, regulated, and segregated storage.
You maintain ownership while we coordinate proper structure, compliance, and risk protection. Whether itโs corporate treasury or personal holdings, your digital assets are secured with the same standards institutions use.
Digital Asset LLC Formation
Separating your business holdings, personal investments, and digital assets requires proper entity structure. A Digital Asset LLC provides liability protection, optimizes tax efficiency, and simplifies compliance when dealing with cryptocurrencies and tokenized assets.
By shielding personal wealth from business risk and creating clear separation between asset types, the right entity framework protects what youโve built. We help establish structures that work with your business exit timeline and wealth goals.
Connecting You With Tax & Exit Professionals
Business income, capital gains from investments, crypto transactions, and compensation all create different tax consequences. When youโre planning an exit, the complexity multiplies. QSBS treatment, installment sales, asset versus stock sales, and digital asset timing all affect your tax bill.
We connect you with tax professionals and business exit advisors who specialize in complex situations involving both traditional business sales and digital asset holdings. These experts can help coordinate timing, maximize available exclusions, and structure transactions to minimize taxes legally across all asset types.
Estate Planning & Business Succession
Passing a business to the next generation or converting it to cash for your heirs requires completely different strategies. Add digital assets to the mix, and estate planning gets more complex. Private keys need documentation. Business interests need succession plans. Everything needs to transfer according to your wishes.
We coordinate with estate attorneys to structure business succession, create beneficiary designations across all accounts, and document how digital assets transfer. Your family gets clear guidance for accessing everything. Your wealth moves according to your plan, not default probate rules.
Investment Management Through Digital Wealth Partners
Your concentrated business equity and personal investments need professional management. Digital Ascension Group provides family office services, while investment management and financial advisory services are provided through Digital Wealth Partners, our affiliated registered investment advisor.
Digital Wealth Partners works with business owners to coordinate portfolio management across asset types, plan business transitions and exits, manage concentrated positions, and structure liquidity strategies. Their advisors understand how business equity, traditional investments, and digital assets fit together in your complete financial picture.
Contact us to learn more about connecting with Digital Wealth Partners for investment management, or to discuss the family office services Digital Ascension Group provides directly.
The Coordination Business Owners Need
The goal isnโt just managing more accounts. Itโs orchestrating all the moving pieces so your business decisions, personal investments, and digital asset holdings work together. When youโre evaluating a business opportunity, taking distributions, or planning an exit, you need to understand how it affects everything else.
Family office services provide that coordination. Proper custody for digital assets. Entity structures that separate business risk from personal wealth. Connections to specialists who understand business exits with digital asset complications. Estate planning that addresses all asset types. Investment management through qualified advisors who see your complete picture.
You can focus on running your business because the coordination is handled. Contact us to discuss family office services that connect your business decisions to your complete financial picture.
Comprehensive Family Office Support
Digital Asset Custody
Institutional-grade security for corporate treasury holdings and personal digital assets. Partner with qualified custodians offering insured, regulated storage. Protect crypto the same way institutions do.
Entity Structuring
Form Digital Asset LLCs that separate business holdings from personal wealth. Shield assets and optimize tax efficiency. Create proper structure for complex situations involving business equity and digital assets.
Family Office Concierge
Coordinate all aspects of your wealth, business, and legacy. Connect with tax professionals, estate attorneys, exit advisors, and investment managers. Get comprehensive orchestration of your financial life.
Let's Coordinate Your Complete Strategy
Contact us to discuss family office services for business owners, or to connect with Digital Wealth Partners for investment management.