XRP Asset Trust Structure & Estate Optimization
$15M digital asset trust minimizing transfer tax by 42%
Client
Family Wealth Office
Industry
High-Net-Worth Individual
Service
Wealth Management
Timeline
6 Months
Scope
$15M in XRP
The Challenge
A prominent early investor holding over 15 million XRP faced substantial potential estate tax exposure and lacks multi-signature self-custody protocols for heirs, creating key risk.
Our Solution
We designed a custom irrevocable trust containing an asset preservation structure. We implemented multi-signature cold storage wallets and taught heirs security protocols.
Results Achieved
Eliminated $6.3M in estimated estate tax liability, secured institutional grade cold-storage custody, and established clear generational transfer processes.
Our Approach
- 01
Analyzed existing wallet configurations and security vulnerabilities
- 02
Established a custom irrevocable trust under tax-favorable jurisdictions
- 03
Configured multi-signature cold storage across physically dispersed locations
- 04
Onboarded family members with private key management training
- 05
Integrated annual tax-free gift strategies leveraging digital assets
"Dag Cold Ledger helped us secure our digital legacy. Their unique understanding of trust law and crypto self-custody gave our family absolute peace of mind."
Robert Sterling
Managing Partner, Sterling Trust
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