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Category: Family Office Services

i3 CEO Featured in Authority Magazine

Authority Magazine, a Medium publication, is devoted to sharing interesting “interview series” featuring people who are authorities in Business, Film, Sports and Tech. They use interviews to draw out stories that are both empowering and actionable. This enlightening interview from Kevin Heaton highlights the “5 Things I Wish Someone Told Me Before I Became the CEO of i3”

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The Family CFO and the Family Office Insurance Program

(This article by Kevin Heaton is reprinted by permission and originally appeared in the Insurance Research Letter, November 2019 issue.)

Leveraging the expertise of a Family Office and guidance of a Family CFO, high-wealth families can conduct the due diligence necessary to identify insurance coverage gaps before crisis occurs.

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Private Asset Management and Family CFO Consulting Services for High-Wealth Families | 803.399.9009 | [email protected]