An impact-focused, collaborative multi-family office. 

Impact Family Office is an impact-focused, collaborative multi-family office with no assets under management. We provide clients with customized services based on the belief that all financial decisions create an impact on families, communities, and the world. We guide the development of a purposeful impact strategy that can create intentional alignment of capital resources with values.

 

We serve as guides, advisors, and trustees to assist in the decision-making, management, and deployment of financial resources. We are committed to providing honest advice and transparent operations through clarity of all third-party relationships and conflict-free financial transactions.

WHAT WE DO
 

Impact Family Office’s works with clients to align their values and goals with their investments, spending and philanthropy. In order to pursue and accomplish this, the following services may be provided...

  • Family office services - coordination of legal, investment, accounting, and insurance professionals, etc.

  • Independent trustee services

  • Asset management and investment oversight

  • Financial coaching and consulting

  • Impact investment policy statement development

  • Financial planning and education

  • Bookkeeping and accounting services...

 
Need more details? Contact us
WHO WE ARE
 
 

Santa Barbara, California

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© 2016 by Impact Family Office