3 Dimensional Wealth Family Office Services

Our Services for your Family

To manage the diversity of private and professional assets, the multiplicity and complexity of tax regimes, as well as, individual family developments, you need the support and expertise of specialists. Our 3D Wealth Family Office team is entirely dedicated to these issues and allows us to develop a reporting process tailored to your needs including:

Tax Planning and Preparation                    Investment Management

Aggregation and Reporting                        Family Goverance and Retreats

Trust Services and Administration             Data and Document Management

Philanthropic Planning                               Risk Management & Concierge 

 

About our Family Services Group

3D Wealth Family Office Services Group is uniquely positioned to provide a comlpete range of planning and compliance services to affluent families and family offices. We are tax and business advisors who provide highly specialized services to high net worth families and family offices, including:

Coordination of income tax, charitable giving and wealth transfer strategies

Counsel on private equity and venture capital transactions

Planning for investments that utilize sophisticated ownership structures

Managing complex tax compliance engagements.

Counsel on business acquisitions and sales

Structuring real estate investments