i3 Insights: After the Documents are Executed: The Hows and Whys of Creating a Family Office

The foundation of a single family office is a family’s desire to have access to information through multiple channels, they want an infrastructure that enables them to manage assets, philanthropic endeavors and administer the family’s lifestyle, and they want investment counsel and opportunities for both private assets and financial assets.
i3 Family Office and Family CFO Services

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.

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