Kevin Heaton, Founder, i3
We would love to put our experience to work for you.
Private Asset Management and Family CFO Consulting Services for High-Wealth Families
At the core of our philosophy and based on more than twenty years of experience, i3 believes that those families that approach wealth as a gift from one generation to the next are better positioned for the continued growth of wealth and achievement of investment goals than those that view generational wealth as an entitlement.
“Families that breed a culture of entitlement are unlikely to implement the core foundational tools of wealth education and management. Not only may the growth of wealth stagnate, but in times of crisis, wealth may liquidate completely.”
Families that value the generational gift of wealth define core values and document these in a Family Constitution. This Constitution defines the generational asset management strategy and articulates the investment policy of the family. The i3 mission is to work in concert with the family to create the framework for this Constitution and provide the training platform to support the management of future wealth within it.
For i3, and for our families, the education of subsequent generations to maturely and responsibly continue to implement and manage sound investment policies is the cornerstone. i3 is the family wealth program for generational wealth education. We provide a framework for maximizing cash flow from existing assets with a strategic blueprint for how to manage the assets into the future.