Kevin Heaton
- Role
- Principal - Family Office CFO, Private Asset Management Strategies at I3 Global Enterprises
- Location
- Lexington, SC, US
- LinkedIn followers
- 500 followers
About Kevin Heaton
My experience is grounded in wealth management and business valuation. I work with a…
Experience
Principal - Family Office CFO, Private Asset Management Strategies
Nov 2007 — Present
i3 is a Boutique Private Asset Management Family Office with a passion for helping families manage the complexities of family wealth and behavioral dynamics. i3 Private Asset Management’s value proposition is in our breadth of market knowledge, transaction and due diligence experience. We combine this experience with senior-level, on-going management and comprehensive reporting necessary to insure our clients have the information to make informed decisions about their private assets. We offer a proprietary, open-architecture platform that allows high-wealth families, closely-held companies and private institutions to access relevant information allowing key decision-makers to make informed decisions, the infrastructure to acquire and manage assets, preserve and grow a portfolio of private holdings (e.g. partnership interest, operating companies, direct investments and real estate), and investment options that allow the preservation and continued reinvestment of capital. i3 does not replace current professional service advisors; rather, we augment and enhance existing services and relationships. Most important, i3 brings a unique passion, perspective and real-world, family dynamics management skill-set to every engagement. To learn more, visit us on the web at i3resources.com.
Skills
- P&L
- Business Valuation
- Operations Management
- Litigation Support
- Due Diligence
- Contract Negotiation
- Valuation
- Private Equity
- Financial Analysis
- Hedge Funds
- Financial Modeling
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