Where Have All the Assets Gone?
May 3, 2021
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A look at how your family can keep track of your (filing cabinet) assets
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Data in and of itself is not nearly as important as the analytics that accompany it. When i3 analyzes market intelligence, we access leading industry databases, family planning and proprietary management software and use business analytics to gain the insight required for recommending ideal asset management decisions and strategic initiatives on behalf of our clients. i3 accesses real-time market intelligence and information; we conduct asset-specific research and interpret the data through internal and external subject matter experts.
Next, we support data-driven decisions through the effective management of third-party vendors such as property managers, and then nurture and maintain relationships with these vendors.
Lastly, data is knowledge. Whether investment program management, performance tracking, performance versus benchmarking, risk mitigation and insurance, or capital stack — the total capital invested in a project — we support origination, underwriting, due diligence, and investment approval for the family or individual members.
Families may invest directly into real estate assets with our team providing the due diligence, acquisition, and management services historically offered only to institutions
“We access leading industry databases, family planning and proprietary management software and use business analytics to gain the insight required for recommending ideal asset management decisions ”
Research data is essential in understanding how to better manage internal performance metrics toward achieving strategic goals and to benchmark against best-of-class, like industries.
i3 is built on a clear methodology based upon personal, high-wealth family-dynamic experience. We focus on access to information, an infrastructure to support and manage complex needs, and investment options for capital placement.
i3 is the Family CFO – an objective, experienced voice in crisis and calm. A trusted team of experts who consider the complex dynamics of family change in all situations and transactions.
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
WATCH VIDEO: i3 recently hosted the experts from Black Lantern Security, Dr. Philip Hartlieb and Larry Campbell, for a 90-minute session geared toward family office and family business data security.
Social Distancing requires increased remote-work security awareness. The latest FBI report details that Cyber Actors are taking advantage of the Covid-19 pandemic to exploit vulnerabilities and fears.
Join us April 23 @ 3PM to learn more about protecting your employees and data for a no-fee webinar with Black Lantern Security
Mar 26, 2020 03:00 PM EDT
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?
i3 CEO Kevin Heaton enjoyed contributing to this
Forbes article from Christopher Carosa on #FamilyBusiness Owners’ Three Biggest Practical Personal #Wealth Questions
We’ll chat with you or an advisor at no fee. We would love to put our experience to work for you.
Private Asset Management and Family CFO Consulting Services for High-Wealth Families | 803.399.9009 | [email protected]
