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.