Archive - Family Matter

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More than Private Asset Management: The Family Office and Crisis Management

The best way to manage a crisis is to not be surprised by it.

Jan 4, 2022 •

October 2021

Wealth is a gift, not an entitlement

As published on the Family Business Magazine website - October 13th, 2021

Oct 19, 2021 •

The Fairness Trap

as published on Family Business Magazine website - October 5th, 2021

Oct 11, 2021 •

September 2021

Ways for Your Family to Invest in CRE

The options you have to invest in commercial real estate

Sep 8, 2021 •

June 2021

As a kid, my grandmother assured me that I’d be a writer one day. My career took a slightly different path than she anticipated, but I’ve enjoyed…

Jun 12, 2021 •

May 2021

Picking the Right One

A deep dive. Guidance for the Individual Accredited Investor investing directly into venture companies.

May 28, 2021 •

Where Have All the Assets Gone?

A look at how your family can keep track of your (filing cabinet) assets.

May 28, 2021 •

The Royal Family in All of Us

How Married-In’s Change Family Dynamics

May 28, 2021 •

Musings on family dynamics.

Welcome to Family Matter by me, Kevin Heaton. Founder/ President of i3, trusted CFO to high net worth families and those families with high profile…

May 10, 2021 •

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