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.
For families, a major challenge of wealth management is truly understanding their data. We can help.
Our reporting platform is truly unique. We threw aside the institutional format and created our own solution. A report that was built by families, for families. Forget static spreadsheets—we listened to the needs, pain points, and feedback of families we’ve worked with to build a custom tool that reports financial data in a way they can truly understand. In a way that drives conversation. It contains the information you truly want to see, with live cash availability and performance metrics.
Ready to experience the difference of consolidated reporting?
We spend time getting to know you and your financial portfolio. As we collect data, we’re noting what you’ve got covered and identifying what may be missing.
Information can be overwhelming—especially when it contains years’ worth of unorganized data. Leave it to us. We’ll help you identify what data is critical, and what can be archived for later.
We cut out the noise of the numbers and focus on two things: portfolio-wide cash availability and performance analytics across several key metrics.
If desired, we can bring reporting to life in the form of active asset management. We can flag critical data, provide analysis, and give structured guidance on the future of your portfolio and its value.
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.
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.
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.
To sum it up, a CNBC article described it as: “…when the money began to run out, it triggered a family feud … [one] that saw mother and son turn on each other, landed one family member in prison, and left a name once associated with entrepreneurship and philanthropy forever tarnished by scandal.”