i3 Resources

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i3 Resources Overview

Type

Multi Family Office

General Information

i3 Resources is a multi-family office headquartered in Lexington, United States. Founded in 2007, the firm grew out of principal Kevin Heaton’s experience stewarding capital for his own family’s third-generation manufacturing enterprise established in 1955 and later for his wife’s business. i3 Resources integrates family governance, private asset management, reporting and a direct investment platform to help entrepreneurial families preserve wealth and navigate multi-generational transitions.

Contact Information

Website:
https://www.i3resources.com/

Year Founded:

Investment Focus & Strategy


Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals


Corporate Office:
Lexington, SC, United States

Portfolio & Notable Allocations


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