i3 Insights

We would love to put our experience to work for you.

Family-Focused Wealth Management

Data in and of itself is not nearly as important as the analytics that accompany it. When i3 analyzes market intelligence, we access leading industry databases, family planning and proprietary management software and use business analytics to gain the insight required for recommending ideal asset management decisions and strategic initiatives on behalf of our clients. i3 accesses real-time market intelligence and information; we conduct asset-specific research and interpret the data through internal and external subject matter experts. 

Next, we support data-driven decisions through the effective management of third-party vendors such as property managers, and then nurture and maintain relationships with these vendors. 

Lastly, data is knowledge. Whether investment program management, performance tracking, performance versus benchmarking, risk mitigation and insurance, or capital stack — the total capital invested in a project — we support origination, underwriting, due diligence, and investment approval for the family or individual members. 

Families may invest directly into real estate assets with our team providing the due diligence, acquisition, and management services historically offered only to institutions

“We access leading industry databases, family planning and proprietary management software and use business analytics to gain the insight required for recommending ideal asset management decisions ”

A History of Insights

Research data is essential in understanding how to better manage internal performance metrics toward achieving strategic goals and to benchmark against best-of-class, like industries. 

i3 is built on a clear methodology based upon personal, high-wealth family-dynamic experience. We focus on access to information, an infrastructure to support and manage complex needs, and investment options for capital placement. 

i3 is the Family CFO – an objective, experienced voice in crisis and calm. A trusted team of experts who consider the complex dynamics of family change in all situations and transactions.

THOUGHT LEADERSHIP

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”

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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.

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From the Field to the Family Office: Taking your Brand to Business – New, No-fee Webinar Announced

This webinar is presented by Kevin Heaton, Founder i3, LLC Private Asset Management & Family CFO Consulting Services, and David Lisko, a litigation and business attorney with Holland & Knight and a member of the firm’s national Entertainment Law and Sports practice. David is also the Founder of the Sports Business & Leadership Association https://nationalsbla.com

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Yes, I made Tony Dungy Laugh (and I have a picture to prove it)

I wanted to give you a short recap of an event I attended last month with a presentation by a celebrated man (who I made laugh) for a worthy organization.

I recently finished The Soul of a Team: A Modern-Day Fable for Winning Teamwork by Super Bowl–winning coach Tony Dungy and author Nathan Whitaker.

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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?

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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