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3D Wealth Client Profile

Personal Wealth
Has an individual "story" to capture and preserve.
Has a family heritage to perpetuate.
 
Financial Wealth
Has $20 million of total net worth.
Has a minimum of $10 million of investment assets.
 
Social Wealth
Has a goal of $100,000 charitable gifting annually.
Has a minimum goal of $500,000 in a family foundation.

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