A Global Impact Platform, Helping Leading Families Shape A Better World.
Welcome to Itriom
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Foster unity and openness across generations
Family Governance Framework Tools
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Global Family Network
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Impact Investing and Philanthropy
Deliver meaningful and measurable impact
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Equip the next generation for leadership
Next Generation Leadership Development
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ABOUT US

Itriom helps UHNW families, Family Offices and Wealth Advisors shape a better world and build a lasting legacy by aligning on purpose, delivering impact, fostering global connections, and preparing the next generation for leadership.

PRESERVE FAMILY WEALTH

70% of family wealth is lost by the end of the second generation, and 90% is gone by the end of the third generation. Securing a legacy requires clear communication, aligned values and purpose, and the delivery of meaningful and measurable impact.

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Who we serve

How we help you

Integrated solutions that build alignment and legacy

Itriom is a platform for family unity and longevity. It enables everyone to have a voice and align on a family purpose and values.

Define values and align around a common purpose that links impact and legacy, fostering unity and openness across generations

Solving the world’s biggest challenges requires collaboration and shared learning. Our platform fosters meaningful connections within your family, with peers, and leading experts through our private, secure network.

Achieve meaningful and measurable impact aligned with your family’s values and SDG ambitions.

Develop the next generation with the skills and knowledge required to address some of the most pressing global challenges.

ABOUT ITRIOM

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News & Insights

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Winners of the 2024 Earthshot Prize

The Earthshot Prize, launched by Prince William in 2020, celebrated its winners in a groundbreaking ceremony in Cape Town, South Africa—marking the first time this prestigious environmental award has been hosted on the African continent. The ceremony spotlighted remarkable solutions to our planet’s most pressing environmental challenges, each winner receiving £1 million to scale their innovations.

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Building intergenerational trust: The key to successful family business succession

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 affair specifically as family businesses are built on trust, loyalty and long-term goals. Without a firm foundation of intergenerational trust, succession risks unravelling family discords, which could jeopardise the very legacy families strive to preserve.

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From boomers to zoomers: Is your wealth management strategy stuck in the past?

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 end of the stick. The next generation of wealth holders isn’t just tech-savvy; they’re tech-native. They don’t just want digital integration; they expect a seamless digital experience.

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Find out more by booking a demo. For every demo, we plant a tree in a global location of your choice.

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OUR TEAM

Meet our
Practice Leaders

Everything starts with a conversation

Talk to an advisor today, find out more or request a demo of our
platform and solutions

Alizah Beg

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.

Georgina Murrin

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.

Tim Boughton

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.

Dr. Herb Castillo

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.

Simon Hulland-Lucas

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.

Matthew Millard-Beer

Managing Partner
Practice Leader – Strategy

Matthew is Founder & CEO of Itriom, providing solutions and a global platform for Ultra High Net Worth Principals and their families to engage in unifying purpose, enduring legacy, and sustainable impact.