3D Wealth Family Office
Status
INACTIVE
Global HQ
United States
Countries of investment
- USA
Investment stages
- Pre-Seed
- Seed
Industries
About
3D Wealth Family Office is a Wealth Management and investment advisory firm that provides comprehensive financial services to highnetworth individuals, families, and business owners. The firm focuses on preserving and growing wealth through tailored financial strategies, including investment management, estate planning, tax optimization, and philanthropic guidance. 3D Wealth Family Office takes a holistic approach, offering personalized services designed to meet the unique financial goals and legacy aspirations of its clients.
3D Wealth Family Office is a Wealth Management and investment advisory firm that provides comprehensive financial services to highnetworth individuals, families, and business owners. The firm focuses on preserving and growing wealth through tailored financial strategies, including investment management, estate planning, tax optimization, and philanthropic guidance. 3D Wealth Family Office takes a holistic approach, offering personalized services designed to meet the unique financial goals and legacy aspirations of its clients.
Investment Thesis
3D Wealth Family Office’s investment thesis centers on creating diversified, longterm portfolios that balance wealth preservation with strategic growth opportunities. The firm focuses on investing in a wide range of asset classes, including equities, fixed income, real estate, and alternative investments. Emphasizing risk management and taxefficient strategies, 3D Wealth seeks to protect its clients’ assets while generating consistent returns. The firm prioritizes sustainable and impactdriven investments that align with the values and longterm objectives of its clients.
Portfolio
Spring Capital
Capital Midwest Fund
Translink Capital
True Ventures
Storm Ventures
Correlation Ventures
Aspect Ventures