3D Wealth Family Office
Your Family Office for Total Wealth Management
Family Council
Assessment
Governance
Succession
Corporate
Dialogue
Implemented
Timetable
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The Ongoing Process
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As an ongoing process, 3D Wealth Family Office Services will provide the following services.
QUARTERLY
1:1 Meeting with your C3DWP.
Investment Management Reporting.
SEMI-ANNUALLY
Tax Planning Projections
Family Foundation Status
Financial Statement Updated.
ANNUALLY
Insurance Review / Update
Financial Planning Binder Updated
Family Counsel / Retreat Facilitation
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