Your Family Office for Total Wealth Management
Your Family Office for Total Wealth Management
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Family Council
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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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