We establish the family’s values and then select initiatives to deliver that purpose by promoting targeted and impactful sustainable, environmental, social and governance change. Our approach helps make meaningful interaction possible across the generational spectrum. By fostering a genuine understanding of each other’s views, we inspire better relationships. We also enable families to connect discreetly, constructively and securely with other like-minded families, wherever in the world they might be. Above all, we ensure impact is measurable, sustainable and positive.
Because that’s the basis of a lasting and credible legacy while also bringing the UN’s Sustainable Development Goals closer to fruition. We are here to create and manage long-term change by creating wealth not worth.
Here the family can connect to their SDG ambitions and have a space to define, drive and measure ESG and SDG progress.
They can engage the next generation and prepare them for responsibility and family leadership, and take advantage of a trusted and discreet environment that encourages family to family involvement and co-operation.
All of this is underpinned by the platform’s algorithm which uses data activities to inform, educate and develop users across the family offices. Finally, our platform gives families access to leading thinkers and practitioners in the leadership, geo-strategy and sustainability areas. In summary, we refer to these benefits collectively as LEIP.
We craft a family charter from which a strategy for sustainable and positive change is agreed and which then drives bespoke initiatives to deliver it. For this, we use our unique, secure, trusted and invite only peer-to-peer platform. Supported by our proprietary values matrix. Our own IP uniquely links values to ESG / SDG principles and provides a single source for defining, driving and measuring ESG and SDG outcomes.
The Itriom platform also provides a network for family principals and decision makers to meet and engage in meaningful dialogue, while collaborating digitally, physically and discreetly.
Strengthening & instilling future leadership
We instil unique and all-encompassing leadership. Uniting UHNW families in purpose and engaging multiple generations in delivering collective initiatives while creating legacies with enduring and significant ESG impact.
Providing a strategy for understanding
We develop the methodologies to help families identify opportunities for impact that best express their values, and the frameworks which track the resulting impact. Enabling families to make genuine and lasting environmental commitments.
Accelerating & maintaining sustainability
Through courses and collaborative projects, we’re providing the next generation with the geostrategic knowledge, understanding and opportunities they’ll need to take their future place in the world.
Succession is often a critical and delicate moment for any family business. The passing of leadership and wealth ownership from the incumbent to the next generation is not merely a technical handoff; it is a deeply intricate and emotionally charged
As baby boomers prepare to pass the baton, an estimated $68 trillion will change hands by 2030. That’s not pocket change; that’s a revolution in the making. But here’s the kicker: wealth management firms might be left holding the short
Effectively managing finances is crucial when planning for wealth across different generations. To ensure that wealth not only remains intact but also grows to benefit children and grandchildren, a strategic plan is essential. This is where a Family Office Wealth
© 2024 Itriom Limited. Company Registration Number 134815 Jersey Financial Services Commission. Registered Office 9 Bond Street, St Helier, Jersey, JE2 3NP
ESG Consultant
Alizah is an ESG Consultant and researcher. She supports Itriom developing sustainability related products and services, helping our clients identify potential opportunities for creating positive environmental, social and sustainable impact.
ESG Analyst
Georgie is an ESG Analyst and researcher. She researches trends, develops insights and reports, and writes insight articles on sustainability and ESG related topics to ensure Itriom’s clients are up to date on the latest policy, progress and initiatives to inform the platform and help our clients maximise their positive impact.
Senior Partner
Practice Leader – Leadership & Resilience
Renowned family office thought leader, Tim works with UHNW families to ensure they are fully equipped to deliver their legacies inter-generationally and effectively.
Associate Partner
Practice Leader – Sustainability
Dr. Herb creates methodologies and frameworks for managing, measuring and assessing sustainability performance. His work identifies where maximum impact can be made.
Senior Partner
Practice Leader – Geostrategy
Simon harnesses research, liaison and networks globally to identify opportunities for Itriom, building the knowledge needed to deliver intergeneration legacies for UHNW families.
Managing Partner
Practice Leader – Strategy
