Clarity and Confidence—Powered by Infrastructure
3W helps individuals, families, advisors, and charitable organizations navigate complex financial, legal, and philanthropic decisions with clarity and confidence.
CLIENT WINS
PHILANTHROPIC Impact Wins
ADVISORY Team Wins
3W exists to make complex financial conversations simple via access to infrastructure.™
our pillars
Integrated Expertise Across Key Disciplines
Complex financial decisions require coordination across disciplines. 3W’s pillars work as an integrated platform, aligning strategy, execution, and infrastructure across your financial and philanthropic life.
Philanthropic Architecture
We help individuals, families, businesses, and nonprofit leaders design, build, and manage philanthropic organizations that endure—providing formation, governance, compliance, grantmaking, stewardship, and operational infrastructure for foundations, public charities, and other charitable initiatives.
Wealth and Legacy Strategy
We help individuals, families, and family offices design coordinated strategies that protect wealth, support tax efficiency, and align estate, investment, and philanthropic goals within an integrated long-term plan. Through a curated network of specialized partners, we bring structure, coordination, and continuity to complex planning decisions.
Customized Consulting
We provide tailored support for nonprofit organizations, families, and individuals navigating complex decisions—bringing together strategy, structure, and implementation across areas such as charitable planning, governance, fundraising, liquidity events, and multigenerational planning.
HOW WE WORK
Partner With a Coordinated Team—Not Siloed Advisors
When you work with 3W, you can expect:
A Coordinated Team
We work alongside your existing advisors so everyone stays aligned and nothing falls through the cracks.
Clear Decision Points
You will always know what has been decided, what comes next, and who is responsible.
Follow-Through That Lasts
We do not stop at strategy. We help ensure the plan can be implemented and sustained over time.
leadership
Built With Intention. Grounded in Experience.
Our leadership team brings more than 100 years of combined experience across philanthropy, legal strategy, wealth management, and nonprofit leadership. We built 3W as a platform designed to align these disciplines, providing the clarity, structure, and infrastructure needed to navigate complex decisions with confidence.
Dan Bolsen
Cofounder and Chief Executive Officer
Executive leader with a decade of experience across philanthropy and cross-sector strategy.
Jacob A. Griffin, J.D.
Cofounder and Chief Legal Officer
Legal strategist with a decade of experience facilitating charitable, estate, and tax-efficient solutions for clients.
Ready to Start a Conversation?
Whatever you are working through, we are here to help. No pressure. No sales pitch. Just a conversation about what you are trying to accomplish.