803.399.9009

info@i3resources.com

i3 Insights – From Family Business CFO to Family Office CFO

When the time to create a family office arrives, many families settle for what, or who, they already know. High net-worth families and their businesses have complex structures and those complex structures are most often understood by either their current CPA or their CFO, but is that the best approach?
Senior couple discussing with financial consultant
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 »