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.
Our experienced team of asset management advisors is capable of overseeing 360⁰ of an investment cycle, or work with your family in a particular area.
Whether a private equity or real estate investment, i3 can facilitate the process of acquiring, developing, operating, maintaining, and selling interest in assets or operating companies. Ultimately, we organize and manage the capital structure of all family-owned assets.
Want to learn more? Schedule a consultation with a member of our team.
Advise upon, build, and execute.
i3 can tap into its network of banks, lenders, and other partners to secure competitive financing for any number of projects.
We can help set up and detail relationships with third party vendors, such as property managers and developers.
Based on portfolio study, i3 can provide a risk analysis that factors in any number of relevant points as relating to a family’s investment needs.
Based on our analysis of your reports, i3 can provide portfolio advice based on any number of critical categories within a family’s monthly reporting. (Such as future need for cash, future refinancing, future dispositions, and future acquisitions.)
We can assist and advise on negotiations, renewals, executions, language, and more.
While i3 won’t run your accounting process for you, we have a talented team of experts who can advise you on all aspects of that process.
We can assist with refinancing, appraisals, ownership structure, portfolio hierarchy, and more.
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.
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.
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
Internet-enabled crimes and scams show no signs of letting up, according to data released by the FBI’s Internet Crime Complaint Center. Educating the family as to potential threats, and having a clear, realistic and actionable policy in place will go far in protecting the family from cybercrime.
It is wise to direct efforts focused on identifying and acquiring assets that meet the current and long-term needs, establishing a healthy balance for risk/reward appetite, and meeting the goals of an investment timeline during a recession period and beyond.