About Us
Our Mission
To steward financial resources for positive impact across generations through education, careful decision-making, and strategic execution.
Our Unique Approach
At Impact Family Office, our mission is to serve a select group of high-net-worth individuals, families, and estates who truly care about the impact of their financial resources. We focus on aligning a client's values and goals with the sources and uses of their finances—from investments to philanthropy—always with a long-term perspective on the impact upon their balance sheet, succession plans, wealth transfer plans, and their community.
This emphasis on value alignment isn’t reserved for client interactions. Impact Family Office is certified by Nori for offsetting our carbon emissions each year and we are proud to be a WeVow Charter Member. As a certified B-Corporation, we’ve pledged to take into consideration the impact on people and the planet of all our business decisions. B-Corporations are businesses that meet the highest standards of verified social and environmental performance, public transparency, and legal accountability to balance profit and purpose. As a company, we have a formal commitment to donate at least 20% of our net income to nonprofits and our employees serve in a variety of volunteer capacities for different organizations around Santa Barbara. Some of our nonprofit partnerships include Sustainable Change Alliance , White Buffalo Land Trust and the Santa Barbara Food Action Network.
We are committed to serving clients in our local communities. More than 75% of our clients are based in the geographic regions in which we live, where we have a significant network and involvement that benefits our clients.
Our expertise is matched only by our commitment to integrity; above all, we value the relationship we build with each client and, as a team, we are committed to providing honest advice and information in all interactions.
Our Team
Our Board of Advisors
Tom Bird, Impact Investor
Tom has been an entrepreneur and investor in early stage impact firms since 1988. Professional highlights include serving as: Mentor and entrepreneur in residence at the Harvard Innovation Lab, Founder and CEO of the Silicon Valley information management firm FARM Inc., trustee of the American University in Bulgaria, Director of B Lab, and Board Chair of the Global Giving Foundation.
Tom currently serves as a board of director member for Unleesh, One Summit, On Frontiers, and two investment committees for the Patient Capital Collaborative.
Tom earned a B.A. in Economics from Dartmouth College, an M.B.A from Stanford University, and a Master of Theological Studies degree with an emphasis on ethics from Harvard University.
Jessica Jackley, Social Entrepreneur
Jessica Jackley is an entrepreneur and investor best known as founder of Kiva, the first microfinance crowdfunding platform with over $2B in loans since 2005. She is currently a Professor of the Practice of Entrepreneurship at the Marshall School of Business at USC, and Founder and GP at Untapped Capital. Previously, Jessica was Founder/CEO at Alltruists, creating unique volunteer experiences that can be done anywhere. Other notable experience includes serving as Walt Disney Imagineering's inaugural Entrepreneur in Residence, Chief Impact Officer at Aspiration, Venture Partner at Collaborative Fund and Mustard Seed Maze, author of CLAY WATER BRICK(PenguinRandom House), and founder/CEO of Profounder (acquired by GOOD Inc. in2010), among others. Jessica was previously a Visiting Practitioner at Stanford’s Center for Philanthropy and Civil Society. Extensive board service includes Habitat for Humanity, Opportunity International, International Museum of Women, and more.
Jessica’s work has been widely recognized including The Economist’s No Boundaries Innovation Award, Fast Company’s Most Influential Women in Tech, Silicon Valley Forum’s Visionary Award, the Pasteur Institute’s Common Congress Award, TIME’s 100 Most Influential People finalist list, USA Network and Vanity Fair’s Character Approved Award, CNN Heroes award, USC’s Marshall School of Business Visionary award, UC Irvine’s Human Security Award, and more.
She holds an MBA from the Stanford Graduate School of Business, a certificate in Global Leadership and Public Policy from the Harvard Kennedy School, a BA in Philosophy and Political Science from Bucknell University, and three honorary PhDs from University of Portland, Centenary College, Quinnipiac University. She is a World Economic Forum Young Global Leader and previous member of the Council on Foreign Relations. Her first book, CLAYWATER BRICK: Finding Inspiration from Entrepreneurs Who Do the Most with the Least was published in June 2015 (Penguin Random House).
Jessica lives with her husband Reza Aslan and their four children in LA.
David Grotenhuis, Real Estate and Financial Strategist
David Grotenhuis is a Founding Partner at Santa Barbara Capital, a Santa Barbara based investment firm, and Cascade Investment Capital, a real estate investment firm with its headquarters in Portland, Oregon.
David served as the President of Birnam Wood Golf Club and as a Director at the Bank of Santa Barbara. He and his wife reside in Santa Barbara. They are active supporters of the Neighborhood Clinic, Cottage Hospital's Grotenhuis Multi Specialty Pediatric Clinic and Ridley Tree Cancer Center, and annually fund the Grotenhuis Diversity Scholarship at Westmont College.
David earned his B.A. in Economics and Business from Westmont College in Santa Barbara, California.
Robert Benham, Estate and Probate Law Consultant
Robert served as Judge in Division One of the Probate Court of Shelby County, TN (Memphis) for over 15 years following 33 years in private practice and two years with the U.S. Treasury Department. Robert received both his undergraduate and law degrees from Vanderbilt University. During his professional career he taught and lectured extensively to professional groups in the areas of estate and disability planning. Robert was active in numerous civic and quasi-governmental organizations including serving as Chairman of the Board of Memphis Light Gas and Water, the largest three service municipally owned utility in the U.S.
After retiring and moving to Santa Barbara with his wife Ann, he has served as a mediator and is an active member of Vistas Lifelong Learning.
Lois Mitchell, Philanthropic Consultant
Lois Mitchell has extensive experience directing philanthropic initiatives, navigating strategic plans, crafting stakeholder content, and building key partnerships with cross-sector leadership. She has guided multi-generational family, community, corporate, private, and operating foundations to build governance, processes, organizational culture, legacy, branded programs and managed retreats, forums, and board sessions.
As President of the Orfalea Foundation from 2000-2015, Mitchell led a 20+ member team through innovative collaborations, audacious campaigns, public events, and an intentional sunset spend-down.