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i3 Private Asset Management and Family CFO
i3 Private Asset Management and Family CFO

i3 Insights

INSIGHTS ASSETS

What’s My Exposure? Protecting Business Sensitive Data Amidst the Pandemic Chaos

Download the webinar PDF: Bad actors have increased cyber-attacks and capitalize on strained technology security teams. They may launch their attacks under the cover of COVID-19 related information while using tactics such as phishing, whaling, malware, sale of counterfeit goods, investment fraud, and more.
Insights Access

Crisis Communication - Family Business Recovery after a Pandemic with Dr Robert Chandler March 2020

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?
Insights Access

The Family CFO and the Family Office Insurance Program

Family offices and Family CFOs are offering high-wealth family members a broad range of services through the Family Office, and an established set of insurance standards that provide a clear governance framework for decision-making is an example of this nextgeneration of Family CFO advisory services.
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Family Office: After the Documents are Executed Part I

If you’re reading this, you are either exploring or are in the process of setting up a family office. You may have come to this place after being a member of a successful family business that has operated over the past two or three (or more) generations. The business itself may be enjoying great success or be experiencing a time of crisis.
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Family Office: From Family Business CFO to Family Office CFO Part II

Last month, we discussed the “Hows and Whys” of a family office: when a decision has been made to create a family office and the legal paperwork has concluded. Now, we must address the “who” of a family office; leadership for the newly-formed entity.
Insights Access

The i3 Services Brochure

Learn more about the core services of i3 -- from private asset management services and internal family conflict challenges to crisis management and leadership development.
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