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.
The only conference for family businesses, family offices and family enterprises, this virtual event details real-life solutions to issues of wealth management and family dynamics, and takes a deeper look at the economic outlook for family enterprises, risk management, and family investment and stewardship strategies.
Direct investing in today’s unpredictable CRE market can be a challenging venture, especially for first time investors and families. For more than 20 years, our team has been developing a system of best practices to reduce these challenges and help families invest and invest successfully. Join us for a discussion that explores our best practices and why we recommend them to families to help them construct their own successful CRE portfolios.
During the conference, attendees can schedule one-on-one virtual meetings with the i3 team to learn how our solution-minded suite of services can help your family.
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.
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.
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?
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.
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.
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.