SERVICES

At Impact Family Office, we work with clients to align their values and goals with their investments, spending and philanthropy. In pursuit of impact alignment, we are able to provide the following services:

 

Core Services

 

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

  • Independent trustee services - both as active trustee and successor trustee

  • Asset management and investment oversight

  • Financial coaching and consulting

  • Impact investment policy statement development

  • Financial planning and education

  • Social enterprise formation and structural consulting

 

Additional Support Services

 

  • Bookkeeping and accounting services

  • Impact strategy development

  • Corporate social responsibility

  • Financial analysis and operational dashboards

Fees: Our services are provided by fees that are commensurate for the time and responsibilities involved with the engagement. We believe that communication between Impact Family Office and clients should not be constrained by hourly fees, but at times we will utilize hourly billing for short-term projects or to establish a fair flat monthly fee. Trustee fees are assessed based on the each trust and the client's specific needs.

Need more details? Contact us

Santa Barbara, California

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© 2016 by Impact Family Office