At Impact Family Office, we serve as guides, advisors, and trustees to assist in the decision-making, management, and deployment of financial resources.
We believe every financial decision–investment, spending, philanthropic–has the potential to affect, not just your own family and livelihood, but the greater community and even the world. There is both a responsibility and a privilege within this truth. Our approach with clients is to build an intentional impact strategy that purposefully aligns your financial resources with your priorities and values, building a legacy for good.
Our Services
Bus Book™
Unique to Impact Family Office, the Bus Book™ is an onboarding service that serves as a comprehensive overview of a client’s financial standing and estate directive.
Family Office
We serve our family office clients with a customized suite of services and relationship coordination that aligns their financial resources with their lifestyle and values for maximum impact.
Independent Trustee
As an independent trustee, we serve with expertise and integrity, executing the estate plans and emphasizing the value of the relationship with the beneficiaries.
"All capital creates impact."
– Cathy Clark, Jed Emerson and Ben Thornley, The Impact Investor
Impact and Integrity
Values that matter to us personally and professionally.