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Multi-Family OfficeRIA · CRD 266787SEC-Registered

Updated:

Wealth Dimensions Family Office

Thomas A. Curti and Douglas P. Loftus established the firm more than 40 years ago. It began as an independent advisory practice and evolved into a...

Overview

Thomas A. Curti and Douglas P. Loftus established the firm more than 40 years ago. It began as an independent advisory practice and evolved into a multi-family office serving several client families. The firm allocates across private equity, hedge funds, and real estate. It also maintains exposure to cryptocurrency vehicles such as the Fidelity Wise Origin Bitcoin Fund. Allocations occur through fund commitments and select direct positions. Activity remains concentrated in North America. The firm lists 18 professionals on its site. It maintains no disclosed additional offices. Philanthropic vehicles connected to clients include the Cincinnati Parks Foundation, Habitat for Humanity of Greater Cincinnati and Ronald McDonald House Charities of Greater Cincinnati. No operational events from the last 24 months appear in public records. The firm operates without a single-family mandate. Governance and investment decisions rest with the named principals rather than external committees or parent entities.

General information

Firm type

Multi Family Office

Year founded

1990

Location

Region

North America

Country

United States

City

Cincinnati

Corporate office

7870 East Kemper Road, Suite 210, Cincinnati, OH 45249, United States

Principals

Thomas A. Curti

Co-founder and Managing Member

Douglas P. Loftus

Co-founder and Managing Member

Daniel D. Vogelpohl

Principal and Financial Advisor

Eric M. Loftus

Partner and Financial Advisor

Sector focus

Private EquityHedge FundsReal EstatePhilanthropic / Mission-Related Investing

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