An Unparalleled Network of Influence and Impact

itriom

An Unparalleled Network of Influence and Impact

itriom

An Unparalleled Network of Influence and Impact

Itriom helps ensure that great families endure

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Itriom helps ensure that great families endure

Book a demo

Itriom helps UNHW families align on their. values, make impactful investments, and prepare the next generation to create a worthy legacy.

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Family office advisors

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Family Offices

Create consensus. Itriom brings families together and ensures investments deliver the impact that matters to them.
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Itriom helps ensure that great families endure

With great wealth comes great responsibility.

But in family offices, that responsibility often falls to one elder. This is unsustainable and undesirable for everyone involved.

With great wealth comes great responsibility. But in family offices, that responsibility often falls to one elder. This is unsustainable and undesirable for everyone involved. There are other complexities at play, too. Family relations may be strained. Different generations often have conflicting ambitions. Succession planning is essential but younger beneficiaries are not always equipped to take on the mantle. Trusts are facing increasing regulation around disclosures and reporting.

News & Insights

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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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But in family offices, that responsibility often falls to one elder. This is unsustainable and undesirable for everyone involved.

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Awards and Accreditations

Award winning Platform

WealthBriefing 2023 | Winner: Best Sustainability and ESG Thought Leadership – Global Reach
WealthBriefing 2023 | Winner: Outstanding CEO, Pursuing Wealth For Good – Global Reach

© 2024 Itriom Limited. Company Registration Number 134815 Jersey Financial Services Commission. Registered Office 9 Bond Street, St Helier, Jersey, JE2 3NP

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.

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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.

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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.

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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.

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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.

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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.
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