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Getting Started is as easy as following these simple steps:

  • Select a name for your own Family Office.
  • Establish your Management Team.
        Managing Director
       
    Voting Member
        Non-Voting Member
  • Determine scope of services to be outsourced to 3DW.
  • Execute the Service Agreement for 3D Wealth Family Office Services, LLC
  • Remit the retainer fee deposit (1 Quarter's Fee In Advance).
  • 3DW to Assign your C3DWP relationship Manager.
  • Establish your Quarterly meeting schedule with your C3DWP
         (for 1 Year in Advance).

Once these initial steps are completed we will create your Family Office Website as the communication hub for the family.