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
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