3 Dimensional Wealth Advisory

3 Dimensional Wealth Advisory

The Diefendorf family established the firm in 1875 through insurance and estate-planning activities that later expanded into multi-family wealth management. Monroe M. Diefendorf Jr. serves as founder and CEO while Monroe M. Diefendorf III holds the role of president. The firm deploys capital across financial advisory mandates, life settlements and real-asset holdings. It structures client relationships through direct advisory accounts rather than pooled vehicles. Geographic focus remains North America with primary activity in New York. Confirmed vehicles include the M M Diefendorf Family Foundation Inc. and Diefendorf Management Services, LLC. Team size and total deployment figures remain undisclosed. The firm participates in the Million Dollar Round Table, Family Office Exchange and Financial Planning Association. No operational events from the last 24 months appear in available records. Governance ties the advisory business to the founding family's insurance heritage through direct principal oversight and separate entity structures for securities and insurance services.