Kevin Heaton, Family Cfo Email & Phone Number

Lexington, South Carolina, Us

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.

Invested in and managed day-to-day operations at Standard Resource Center, LLC (SRC). SRC supported 30+ million in revenues and offered a call center, sales support desk, dispatch center, purchasing desk, human resources and other business development programs for clients. Standard Resources Center reached into SC, NC and GA.

Parent company for Mr. Central home services companies and Standard Resource Center, LLC. Mr. Central provided electrical, solar and HVAC services to residential and commercial clients in NC, SC and GA while Standard Resource Center provided the centralized administrative support infrastructure for all locations.

Responsible for establishing feeder fund structure for domestic (United States) investors to access the Bucephale Legends Fund, a $250 million hedge fund of funds. During this time I worked diligently to raise capital through institutional partners and private investors throughout the United States.

New York, Ny, Us

Using the Merrill Lynch platform I built and managed an investment advisory practice focused on advising high net worth families and privately-held small and middle market companies. Using debt and equity structures we were able to assist these families with concentrated positions in privately-held companies diversify their risk with a three (3) stage process; establishing a value, structuring and funding the transaction and protecting proceeds using a well thought out investment strategy.

Education record

Education record