i3 Insights: After the Documents are Executed: The Hows and Whys of Creating a Family Office

The foundation of a single family office is a family’s desire to have access to information through multiple channels, they want an infrastructure that enables them to manage assets, philanthropic endeavors and administer the family’s lifestyle, and they want investment counsel and opportunities for both private assets and financial assets.
i3 Family Office and Family CFO Services
Facebook
Twitter
LinkedIn

Preparing the High Wealth Family for a Recession

It is wise to direct efforts focused on identifying and acquiring assets that meet the current and long-term needs, establishing a healthy balance for risk/reward appetite, and meeting the goals of an investment timeline during a recession period and beyond.

Read More »
Kevin Heaton Feature in Authority Magazine 2019

i3 CEO Featured in Authority Magazine

Authority Magazine, a Medium publication, is devoted to sharing interesting “interview series” featuring people who are authorities in Business, Film, Sports and Tech. They use interviews to draw out stories that are both empowering and actionable. This enlightening interview from Kevin Heaton highlights the “5 Things I Wish Someone Told Me Before I Became the CEO of i3”

Read More »
i3 Services, Kevin Heaton The Family CFO and the Family Office Insurance Program

The Family CFO and the Family Office Insurance Program

(This article by Kevin Heaton is reprinted by permission and originally appeared in the Insurance Research Letter, November 2019 issue.)

Leveraging the expertise of a Family Office and guidance of a Family CFO, high-wealth families can conduct the due diligence necessary to identify insurance coverage gaps before crisis occurs.

Read More »