3D Wealth Family Office
Your Family Office for Total Wealth Management

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.

Integrated Services for Forward-Thinking Families

Tax Planning and Preparation
Investment and Asset Management
Aggregation and Reporting
Trust Services and Administration
Brokerage Services
Risk Management and Insurance Services
Data and Document Management
Concierge Services
Legal Services
Retirement Plan Administration
Family Manuscript Preparation
Comprehensive Financial Planning
Philanthropic Planning
Family Governance and Retreats (facilitation)

About Our Family Office Services Group

3D Wealth Family Office Services is uniquely positioned to provide a complete range of planning and compliance services to affluent families and family offices through the family of financial service companies of Diefendorf Capital Planning Associates.

However, unlike other advisors, as a client of 3D Wealth Family Office Services, you will be engaging in a process that will challange you to explore all 3 dimensions of your wealth. Our Quarterly retainer fee will entitle you to a one on one session with a Certified 3 Dimensional Wealth Practitioner, who will not only help you develop strategies to protect, enhance and preserve your 3 dimensional wealth, but will be responsible to hold you accountable throughout the engagement. This ensures that you will begin and end the process in a timely fashion.

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