Orchestrating harmony among family members and reducing future conflict around the transfer and growth of wealth with clearly articulated guidelines and amendments.
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.
There are countless challenges to family wealth planning and management. Our strategies and solutions are as unique as the families we serve.
Our team helps families navigate the complexities of interpersonal behavioral dynamics and multi-generational wealth.Learn More
The last decade has proven to be a golden age for Commercial Real Estate (CRE). If you have not yet chosen to invest in CRE, I’d certainly venture to guess that you have been approached about it.
After twenty years of working with families in business, we have learned that they accumulate “things” that are filed away in those filing cabinets and—in many cases—these things are now worth a lot of money. Here’s a look at how your family can keep track of your (filing cabinet) assets.
Watching Meghan Markle and Prince Harry’s interview with Oprah earlier this spring, I could not help but wonder how the Royal Family felt while watching the interview, or even how they felt when first hearing of its existence. If I had to venture a guess, their emotions likely spanned anger, frustration, confusion, retribution, indifference, or…all of the above.
WATCH VIDEO: i3 recently hosted the experts from Black Lantern Security, Dr. Philip Hartlieb and Larry Campbell, for a 90-minute session geared toward family office and family business data security.
Social Distancing requires increased remote-work security awareness. The latest FBI report details that Cyber Actors are taking advantage of the Covid-19 pandemic to exploit vulnerabilities and fears.
Join us April 23 @ 3PM to learn more about protecting your employees and data for a no-fee webinar with Black Lantern Security
Mar 26, 2020 03:00 PM EDT
The question for every Family Business becomes one of recovery after the event; how do we rebuild short-term losses and communicate resiliency to our customers, employees, vendors and communities?