Multi-Family OfficeRIA · CRD 266787SEC-Registered

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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 multi-family...

Wealth Dimensions Family Office logo

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 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. Direct holdings include Cincinnati Rental Apartments Properties, LLC. 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, Ronald McDonald House Charities of Greater Cincinnati, and SHE+ Foundation. 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

Frequently asked questions

Who runs investment decisions at Wealth Dimensions Family Office?

Thomas A. Curti and Douglas P. Loftus serve as co-founders and managing members. Daniel D. Vogelpohl and Eric M. Loftus hold principal and partner roles with advisory responsibilities.

Does Wealth Dimensions Family Office participate in fund commitments or only direct deals?

The firm uses both structures. Confirmed positions include the Fidelity Wise Origin Bitcoin Fund and Cincinnati Rental Apartments Properties, LLC.

What investment stages does Wealth Dimensions Family Office typically target?

The firm deploys across private equity, hedge funds, and direct real estate. No stage-specific restrictions are stated in available materials.

Where does the underlying wealth come from?

Wealth origin is not publicly attributed to any single family or operating company.

Does Wealth Dimensions Family Office maintain philanthropic structures?

Client-related giving flows through separate vehicles including the Cincinnati Parks Foundation and Habitat for Humanity of Greater Cincinnati.

How is Wealth Dimensions Family Office related to Wealth Dimensions Group Ltd?

Wealth Dimensions Group Ltd is the legal entity operating the multi-family office practice.

What geographic footprint does Wealth Dimensions Family Office maintain?

All disclosed activity and holdings sit within North America, centered on Cincinnati.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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