Skip Navigation

You worked hard for your legacy. We’ll work hard to protect it.

Explore Our Services

Whether your family is experiencing a transition, dysfunction, or crisis — or you’re simply looking to invest in our deal flow — we can help.

Family Governance

Orchestrating harmony among family members and reducing future conflict around the transfer and growth of wealth with clearly articulated guidelines and amendments.

Asset Management

Managing a family’s private assets in a way that balances their beliefs with their financial objectives, resulting in a dual impact.


A central information hub that allows families, advisors, and our team to manage multiple levels of information within a secure, electronic environment.


AKA “direct investment platform company,” DIPCO gives families a rare, direct investment avenue that is managed by i3 and our partners.

We safeguard, manage, and grow family wealth.

We ask tough questions to restore communication channels. We work to facilitate clarity and consensus for future generations.

Because We Believe That Families Are stronger, together.

There are countless challenges to family wealth planning and management. Our strategies and solutions are as unique as the families we serve.

How can we help you?

Our team helps families navigate the complexities of interpersonal behavioral dynamics and multi-generational wealth.

Learn More

Hear from us.