An Unparalleled Network of Influence and Impact

itriom

An Unparalleled Network of Influence and Impact

itriom

An Unparalleled Network of Influence and Impact

For Family Offices

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

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About Itriom

Itriom is a tech platform for family unity and longevity. It enables every-one to have a voice and align on a family purpose and values. Your family trusts can then select investments that deliver measurable positive impact against SDGs.

Itriom can also help you build networks and connections and facilitate collaboration with other like-minded families. And our in-house experts can support your family to develop sustainability and investment strategies, and help the next generation to lead successfully.
Platform

Why this is important?

  • A single solution to develop your Family Charter and link purpose, initiatives and legacy together
  • Define your ESG and SDG ambitions and measure progress
  • Access opportunities to deliver real impact
  • Develop meaningful succession and legacy plans with the next generation

Purpose

Splendid statement about Purpose to go here to introduce the three tools and the benefits Purpose brings to a family. Splendid statement about Purpose to go here to introduce the three tools and the benefits Purpose brings to a family.

12 Dimensions of Wealth

The Itriom 12 Dimensions of Wealth tool leads families through an intuitive process of aligning on its wealth management priorities.
The tool provides information to family members individually around 12 dimensions in four key areas (People, Profit, Planet, and Purpose) so they can select their priorities. It then combines all contributions in a report that sets out the family’s overall view.
  • Clear collated priorities for a Family to focus on
  • Ensures everyone has a voice
  • Shapes a vision for the future
  • Can be used remotely or in-person
Find out more
Dimensions 1

The Itriom values Configurator

The Itriom Values Configurator helps families identify agree on values that matter most to them.
itriom VC browser mock up Low Res
The tool guides individual family members through 16 potential values which they score in importance. The results are collated into a set of four values across Organisational, Advancement, Contribution, and Soecietal categories.
  • Engages the whole family and represents a unified view
  • Raises awareness of the importance of values to the family
  • Provides clarity and direction to wealth management
  • Creates a foundation for wider philanthropy
Find out more

Family Charter

A Family Charter is an organising governance framework to align the family around common goals.
The charter is a document that clearly enshrines the family’s purpose, values and SDGs and guides future investment and philanthropy to consistently maximise impact in agreed areas.
  • Creates a strong, unified outlook and reduces the risk of friction
  • Helps a family achieve greater collective impact than pursuing individual projects
  • Drives actions and behaviours
  • Commits the family to purpose-driven collaboration that inspires and engages everyone
Find out more
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Impact

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Network & Connections

Reach out to other families that share the same values, and get curated news and insights.
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Next Generation

Prepare the next generation to continue the family’s legacy.
Explore

Impact

Splendid statement about Impact to go here to introduce the three tools and the benefits Impact brings to a family.

SDG Configurator

The Itriom Sustainable Development Goals Configurator enables families to identify their priorities.
The tool walks individual family members through each of the SDGs, and asks them to prioritise them. The results are brought together to define the three priority SDG goals for the family as a whole
  • Aligns SDGs to the family’s values and feeds into the Family Charter
  • Drive a sense of both individual and collective purpose in philanthropy
  • Enables work towards tangible, positive impacts in the world
  • Fosters a sense of responsible stewardship to enhance the family’s legacy
Find out more
SDG

Impact Investment and Philanthropy Marketplace

Find opportunities to deliver measurable environmental, social and sustainable impact.
Our marketplace provides families access to a curated shortlist of diverse existing investment and philanthropy opportunities that directly match its values, and provides a platform to create, share and collaborate on new deals and initiatives
  • Helps deliver impact directly and at pace
  • Prepares the next generation for greater responsibility through active participation
  • Use the Itriom network to collaborate, promote initiatives and access broader investment and expertise
  • Verifies initiatives to ensure genuine impact and transparenc
Find out more
itrion marketplace

Investment Dashboard and Reporting

Monitor, measure and manage impact investments and projects in a single digital dashboard
The Itriom dashboard gives an intuitive, overarching view of a family’s investment projects. Transparent reporting supports governance efforts, and helps ensure initiatives are delivering the expected impact. And advanced insights and analytics help guide strategic decision making.
  • Securely integrates data from other investment providers
  • Quantifies the impact and alignment of investments and projects
  • Reports impacts against key metrics such as UN SDGs, IRIS and ESE standards
  • Simplified governance helps meet global disclosure requirements
Find out more
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Purpose

Make investments that align with SDG ambitions and enable transparent reporting.
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Network & Connections

Reach out to other families that share the same values, and get curated news and insights.
Explore

Next Generation

Prepare the next generation to continue the family’s legacy.
Explore

Network & Connections

Splendid statement about Network & Connections to go here to introduce the three tools and the benefits Network & Connections brings to a family

Groups, Forums, and Events

Connect with other families in the Itriom network.
Itriom offers a private, secure space for families to connect for the first time – whether to share experiences and best practices or forge collaborations for new initiatives. And with our experts on hand, you can tap into the latest trends.
  • Access curated activities that align to a family’s values and purpose
  • Host groups, forums and events to incubate and collaborate on your own initiatives
  • Provides a testbed to validate ideas before promoting them on our marketplace
  • Build and strengthen connections within your own family and with others
Find out more
groupsform

Network & Communications

Build community, find inspiration, and drive collaboration with peers and leaders
network comnuction new1
As an invitation-only private network, Itriom provides unique access to global leaders and influencers who understand and share a family’s values and sustainability goals, and can offer new perspectives and insights on activities and objectives.
  • Helps deliver impact directly and at pace
  • Prepares the next generation for greater responsibility through active participation
  • Use the Itriom network to collaborate, promote initiatives and access broader investment and expertise
  • Verifies initiatives to ensure genuine impact and transparency
Find out more

News & Insights

Content to enhance strategic thinking and drive positive impact on global challenges.
Our curated news and insights bring together exclusive videos, articles, and podcasts from area experts, including families and members of our network. Much more than just news, it’s a springboard for transformative ideas and meaningful initiatives.
  • News and insights on specific SDGs, geographies, and ESG areas
  • Access content from innovators and thought leaders to spur ideas and action
  • Share and refine ideas in a community that values purpose-led innovation
  • Gain insights from other families to catalyse discussion, forums, and events
Find out more
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Purpose

Reach out to other families that share the same values, and get curated news and insights.
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Next Generation

Prepare the next generation to continue the family’s legacy.
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Next Generation

Splendid statement about Next Generation to go here to introduce the three tools and the benefits Next Generation brings to a family.

Leadership

Equip the next generation to lead a family’s next chapter
with skills, knowledge, and mindset.
Succession is one of the biggest challenges families face. Itriom has developed a unique set of services to help families plan and execute a seamless transition of responsibilities, including techniques to unite generations to deliver collective initiatives.
  • Embed skills and understanding to assume responsibility for the Family Office financial portfolio
  • Build a solid foundation of good health, mental strength and flexibility to tackle challenges and seize opportunities
  • Nurture curiosity and a continuous learning mindset to enhance decision-making and outcome
  • Supports families to assume a broader leadership role and enhance it societal impact
Find out more
leadershipimg

Sustainability

Deliver a significant legacy of sustainability through
clearly defined objectives and ambitions.
Itriom’s comprehensive suite of services help map out a strategic sustainability agenda, and deliver reporting and disclosure, all aligned to global increasingly demanding regulatory and organisational standards. And the progress of all activities can be tracked via Itriom’s dashboards, enhancing the family’s social licence.
  • Sustainability Risk Audit helps focus on risks and opportunities to make the biggest impact
  • Data and benchmarking helps create clear, measurable targets for families’ visions and goals
  • Strategy execution with full project management suppor
  • Family Sustainability Report provides full disclosure
Find out more
Sustainabilitynew

Geostrategy

Instil the next generation with geostrategic awareness and
provide opportunities to act on the world stage
triom delivers bespoke activities and opportunities to help establish the next generation as influential actors, pivotal to our geostrategic future. With courses, immersive collaboration projects and direct involvement in chosen issues, families can engage younger members to help understand what it takes to establish geopolitical coalitions and consensus
  • Understand the interplay of power and influence
  • Explore schools of economic thought, the effect of economics on geopolitics, and the human dynamics in markets
  • Discover the relationship between environmental issues and regional and national geopolitical limitations
  • Empower the next generation to establish environmental or humanitarian horizon projects that fuse the interests of internal agencies, lobby groups or governments
Find out more
strategy

The Itriom Platform brings it all together

Itriom is an invitation-only, secure Platform. It offers a single solution for the Family office to develop a Family Charter linking purpose, initiatives and legacy. Here the Family can connect to their SDG ambitions and have a space to define, drive and measure ESG and SDG progress.

Platform

The Itriom Global Platform TM

  • The Itriom Platform is a single solution for the Family Office to develop their Family Charter and link purpose, initiatives and legacy.
  • Connects the Family with their SDG ambitions and provides a single location to define, drive and measure ESG and SDG progress.
  • Provides a single unifying space to engage and develop the next generation.
  • Enables peer-to-peer collaboration in a secure and discrete environment.
  • Uses the Platform’s algorithms and data activities to inform, educate and connect users.
Find out more

The Itriom SDG Configurator

Based on a clear set of Family values the Sustainable Development Goals (SDG) Configurator is an interactive tool, that enables Families to align the SDG goals in order of their priorities.

The tool begins by defining each of the SDGs and then provides the opportunity for individuals to order the goals in order of highest to lowest priority. These results are then normalised for a Family, producing three key SDG goals, that are most relevant to the entire Family’s values and purposes which are displayed in the Family Charter.

  • Aligns SDGs to the Family’s values.
  • Drives wider Family impact and accelerates a sense of purpose.
  • Provides a sense of personal purpose in philanthropy endeavour.
  • Tangible solutions to help a Family create a positive impact on the world.
  • Enhances the long-term impact and legacy of the Family fostering a culture of responsible stewardship.
Find out more
SDG

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Network & Connections

Reach out to other families that share the same values, and get curated news and insights.
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Purpose

Prepare the next generation to continue the family’s legacy.
Explore

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Itriom Website Design Platform v013 Product pages copy 1

Impact

Make investments that align with SDG ambitions and enable transparent reporting.
Explore
Itriom Website Design Platform v013 Product pages copy 1

Network & Connections

Reach out to other families that share the same values, and get curated news and insights.
Explore
Itriom Website Design Platform v013 Product pages copy 1

Next Generation

Prepare the next generation to continue the family’s legacy.
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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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