Additional information

Mission statement:

We lead responsible adults from lives of success into lives of significance by capturing, enhancing, protecting and perpetuating their 3 Dimensional Wealth for their families.

Profile:

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

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

Overview:

From sophisticated professional advice and planning to routine bill paying, 3D Wealth Family Office Services can function as your one stop shop for clients. Our Certified 3 Dimensional Wealth Practitioners work closely with you and your family to develop a customized total wealth plan to fulfill current needs, anticipate future changes and ultimately achieve lifetime objectives

Our 3D Wealth Family Office becomes your Family Office providing a broad scope specialized services in order to assist you with financial and lifestyle management. Our team is experienced in assisting with managing day-to-day cash flow, overseeing the management of multiple residences and acting as a valuable resource for finding and referring appraisers, household employees, investment managers, insurance brokers, and attorneys. We can also advise clients who want to create or already have private charitable foundations to help them achieve their philanthropic goals.

Our professionals look forward to the challenge of understanding your family's unique needs and objectives and designing special services to meet your requirements. In doing so, 3D Wealth Family Office Services strives to establish lifelong relationships resulting in trust and peace of mind.

History:

Diefendorf Capital Planning Associates is a family of financial service companies since 1875. 3D Wealth Family Office Services is the natural evolution of services for one's family.

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