i3 Insights: After the Documents are Executed: The Hows and Whys of Creating a Family Office

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.

Wealth is a Gift, Not an Entitlement: i3 Founder’s Article Published on Family Business Magazine Website

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.

i3 Founder Publishes Article for Family Business Magazine: The Fairness Trap, 9 Tips for Families in Transition

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?

Ways for Your Family to Invest in Commercial Real Estate (CRE)

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.

Where Have All the Assets Gone?

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.

The Royal Family in All of Us: How Married-In’s Change Family Dynamics

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.