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