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

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

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 Are i3

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.

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

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Hear from us.

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Family Matter by Kevin Heaton

Follow i3’s Founder and President, Kevin Heaton, as he puts pen to paper to reflect on his twenty-plus year career as a CFO for high-net-worth families on his Substack Blog, Family Matter.

Wealth is a Gift, Not an Entitlement: i3 Founder’s Article Published on Family Business Magazine Website

As my dad used to say “life is not fair,” but we can strive for harmony in the family business, and set families up to never experience a lifestyle disruption, nor to believe that an unjust enrichment has occurred.

i3 Founder Publishes Article for Family Business Magazine: The Fairness Trap, 9 Tips for Families in Transition

In my 20 years of meeting with family-owned enterprises and managing family wealth, I have yet to meet a family who is free from the struggle of defining fairness among family members. Why is it so hard to define fairness?

Ways for Your Family to Invest in Commercial Real Estate (CRE)

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.

Where Have All the Assets Gone?

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.

The Royal Family in All of Us: How Married-In’s Change Family Dynamics

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.