"Wealth is a Gift,
not an Entitlement"

Kevin Heaton, Founder, i3

Private Asset Management & Family CFO Consulting Services for High-Wealth Families & their Businesses

Family CFO/ private asset Management

WHO WE ARE

WHAT WE DO

HOW WE DO IT

i3 is a boutique private asset management firm providing high net worth families, closely-held companies and private institutions access to relevant information, the infrastructure to acquire and manage assets, and investment options that allow the preservation and continued re-investment of capital.

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.

With more than twenty years of experience working with high net worth families, their closely-held businesses and private institutions, we have learned that there are three things a family needs:

 – Access to relevant Information to include market intelligence and information, asset-specific research and subject matter expertise;

 – Infrastructure support in terms of people and relationships to provide and manage third-party vendors and property managers;

 – Investment options including comprehensive performance tracking and reporting, performance versus benchmarking, risk mitigation and insurance analyses, and capital stack and deal flow.

i3 Principals spend two- to three-thousand hours with each engagement drafting a Family Constitution and constructing a Global Family Balance Sheet and Cash Flow.

To access i3 services, a client, family or third-party advisor may engage our Principals as a Family CFO, a Family Office Advisor, or any one or all three of the i’s at i3:

  1. Information – the information platform provides access to research and reporting.
  2. Infrastructure – the professional team to manage private assets.
  3. Investment –  includes origination, due diligence, acquisition, management and disposition.  

Building Collateral Wealth

“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.”

family wealth program for
generational wealth education

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.

A Family Constitution outlining core values

The i3 formal process begins with a series of face-to-face meetings. We construct a Family Profile which includes a Family Constitution, a Family Investment Philosophy and an Investment Policy.
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An Investment Policy

Our efforts are focused on the identification and acquisition of assets that meet both the investor’s current and long-term needs, the establishment of a healthy balance for risk/reward, and achievement of affinity preference goals and investment timelines.
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A Training Platform to guide family members in asset management

The i3 mission is to work in concert with the family to create the framework for the Family Constitution and provide the training platform to support the management of future wealth within it.
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A Global Family Balance Sheet and Cash Flow Statement

A Global Balance Sheet and Global Cash Flow Summary are created for review. The documents provide a comprehensive financial inventory and ten-year forecast for projected income generation for family members or related beneficiaries.
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A Strategy for maximizing cash flow from existing assets

i3’s Investment Philosophy was developed to assist investors with their private asset and commercial real estate (CRE) investment needs and centers around a proprietary set of strategic tools.
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A Strategic Blueprint for future asset management

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.
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We’ll chat with you or an advisor at no fee.  We would love to put our experience to work for you.

Private Asset Management and Family CFO Consulting Services for High-Wealth Families | 803.399.9009 | info@i3Resources.com