Articles

We explore how family enterprise and family relationships co-exist to foster harmony through wealth preservation, enterprise growth and family cohesion.

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Blog Collection
The Price of Admission
The Price of Admission

Why a small financial firm is developing its own software when plenty of software options already exist.

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News

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i3 Celebrates the Retirement of Karen Hart

After more than a decade with i3 Global Enterprises, the firm’s Director of Accounting, Karen Hart, is retiring. She leaves behind a legacy defined by loyalty, candor and an unwavering commitment to bringing order to chaos.

Emerging Charleston-Based Real Estate Company Announces New Hire Lark Harrison

i3 Real Estate, a brokerage and property management firm within i3 Global’s ecosystem of companies, has bolstered its growing team with the addition of Lark Harrison.  

i3 Strengthens Leadership Team with Cristen Farrell as Director of Tax & Finance

Farrell offers a well-rounded perspective on tax planning, compliance and advisory services. 

i3 Global Enterprises Names Amy Hatfield Director of Communications

i3 Global Enterprises has named Amy Hatfield director of communications. 

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Featured
Fracture Points: The Real Cause of Family Conflict Isn’t What You Think 
Fracture Points: The Real Cause of Family Conflict Isn’t What You Think 

Understanding the human dynamics beneath conflict — vices, emotions and behavior —helps clarify why fracture occurs in family enterprise. Economics and governance determine how much damage it does.

Digital Sovereignty: What Took Us So Long?
Digital Sovereignty: What Took Us So Long?

Why many middle-market family enterprises don’t own their own information, and how a changing digital landscape will pave the way for owners to own again.

Making a Case for Workplace Candor  
Making a Case for Workplace Candor  

Why a beginner’s behavior on a paddleboard is a useful way to think about workplace tepidness vs. respectful candor.

The Fairness Trap
The Fairness Trap

Fairness often comes down to shared expectations, and an understanding of how it’s defined and who’s defining it.

Family Enterprises & Juggling Acts
Family Enterprises & Juggling Acts

Balancing work and family — challenges abound, but with anticipation, balance is well within reach.

Cooking Up Success
Cooking Up Success

Collaboration in the kitchen can teach families in business quite a bit about collaboration in business.

When Estate Docs Can’t Answer Your Questions
When Estate Docs Can’t Answer Your Questions

Addressing the questions a family business' estate planning and other legal documents leave unanswered.

The Family Office & Crisis Management
The Family Office & Crisis Management

In moments of crisis a trusted family CFO and objective voice is an irreplaceable difference maker.

Ways to Invest in CRE
Ways to Invest in CRE

Six things to factor into your decision to invest in commercial real estate as a family enterprise.

Family Governance

Featured
Fracture Points: The Real Cause of Family Conflict Isn’t What You Think 
Fracture Points: The Real Cause of Family Conflict Isn’t What You Think 

Understanding the human dynamics beneath conflict — vices, emotions and behavior —helps clarify why fracture occurs in family enterprise. Economics and governance determine how much damage it does.

Making a Case for Workplace Candor  
Making a Case for Workplace Candor  

Why a beginner’s behavior on a paddleboard is a useful way to think about workplace tepidness vs. respectful candor.

The Fairness Trap
The Fairness Trap

Fairness often comes down to shared expectations, and an understanding of how it’s defined and who’s defining it.

Family Enterprises & Juggling Acts
Family Enterprises & Juggling Acts

Balancing work and family — challenges abound, but with anticipation, balance is well within reach.

Cooking Up Success
Cooking Up Success

Collaboration in the kitchen can teach families in business quite a bit about collaboration in business.

When Estate Docs Can’t Answer Your Questions
When Estate Docs Can’t Answer Your Questions

Addressing the questions a family business' estate planning and other legal documents leave unanswered.

Where Have All the Assets Gone?
Where Have All the Assets Gone?

Everything we do starts with reliable information. Here’s how we collect and use it to inform next steps.  

“Married Ins” — The Royal Family In All of Us
“Married Ins” — The Royal Family In All of Us

Trying to figure out how to “make it work” with new behavioral dynamics.