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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 Managment
- Aggregation and Reporting
- Trust Services and Administration
- Risk Management
- Data and Document Management
- Concierge
- Legal Services
- Philanthropic Planning
- Family Goverance and Retreats
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| About Our Family Office Services Group |
3D Wealth Family Office Services group is uniquely positioned to provide a complete range of planning and compliiance 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 business acquisitions and sales
- Structuring real estate investments
- Counsel on private equity and venture capital transactions
- Planning for investments that utilize sophisticated ownership structures
- Managing complex tax compliance engagements
Integrated Services for Forward-Thinking Families
These services include: Sophisticated individual income tax and wealth transfer planning and compliance
- Formation and staffing of family offices
- Structuring family limited partnerships and trusts
- Tax and financial transaction structuring of private investments in businesses and real estate
- Formation of private foundations and related tax compliance
- Family meeting planning, mission statements and communications strategies
- Private equity and venture capital, due diligence, tax and consulting support
- Assurance and tax compliance services
- Internal control and operations reviews
- Outsourcing support for multifamily offices
- Solutions for virtual family offices
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