About Kevin Heaton, Founder i3 Family CFO and Private Asset Management
Mr. Heaton is the founder and principal of i3, LLC, a Family CFO consulting and Private Asset Management firm, and has grown the organization into a team of highly-regarded associates providing clients with access to information, infrastructure, and investment opportunities. He is a dynamic speaker and presenter, and has contributed to Forbes, Business News Daily, MSN Money, US News and World Report and other outlets related to asset management and CFO leadership.
The i3 team works closely with family members and decision-makers to manage the 1031 Exchange process including the identification and selection of like-kind assets, the management of a significant real estate portfolios, the provision of services to support day-to-day private asset portfolio management, private asset risk assessment and management, and the design of acquisition and asset management strategies.
Prior to founding i3, LLC, Mr. Heaton was CFO of a home services investment company, and grew revenues from $2 million dollars to $30 million dollars in only two years. Kevin was also responsible for developing the US presence of Bucephale Asset Management, a Swiss-based, $250 million-dollar hedge fund. Mr. Heaton began his career as an investment advisor at Merrill Lynch.
Latest News & Information
WATCH: Black Lantern Security on Covid-19 Crisis and Data Security
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.
Special Webinar: Family Business and Data Security during Pandemic 04/23/3 PM ET
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
SPECIAL WEBINAR: Family Business Recovery after a Pandemic with Dr. Robert Chandler
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?
Forbes Contribution: Family Business Owners’ Three Biggest Practical Personal Wealth Questions
i3 CEO Kevin Heaton enjoyed contributing to this
Forbes article from Christopher Carosa on #FamilyBusiness Owners’ Three Biggest Practical Personal #Wealth Questions
FBI Report: Losses from internet crime top $3.5B – is your family prepared?
Internet-enabled crimes and scams show no signs of letting up, according to data released by the FBI’s Internet Crime Complaint Center. Educating the family as to potential threats, and having a clear, realistic and actionable policy in place will go far in protecting the family from cybercrime.
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.
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 | [email protected]
