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Itriom, the transformation digital solution for UHNW families and wealth managers, has been recognised with two prestigious awards at the WealthBriefing Channel Islands Awards 2024: “Best Family Office Governance” and “Best Thought Leadership.”Â
These awards acknowledge Itriom’s innovative approach to digitalising wealth management and its significant contributions to industry discourse. The “Best Family Office Governance” award recognizes Itriom’s transformative approach to family office advisory services. Our platform redefines governance through proprietary value alignment tools that create comprehensive family charters based on each family member’s values and aspirations. By mapping these values to UN Sustainable Development Goals (SDGs), we provide families with a globally recognised framework for impact measurement and sustainable wealth stewardship.Â
A standout feature of our governance solution is its collaborative networking capability, enabling secure inter-family knowledge sharing and co-investment opportunities. This innovative approach allows families with aligned values to pool resources and expertise, maximising their positive global impact while maintaining strong governance frameworks.Â
The “Best Thought Leadership” award acknowledges Itriom’s pioneering work in digital wealth management transformation. Our thought leadership has focused on four critical areas: next-generation communication, succession planning, digital legacy, and collaboration. We’ve championed innovative solutions that bridge generational gaps and enhance family engagement in wealth management decisions. Our insights have explored how digital tools can streamline succession planning, protect digital assets, and foster unprecedented levels of collaboration within and between families.Â
“These awards validate our mission to revolutionise wealth management through digital innovation,” said Matthew Millard-Beer, CEO of Itriom. “We’re proud to be recognised for both our practical solutions and our thought leadership in helping UHNW families navigate the digital age.”Â
The WealthBriefing Channel Islands Awards are among the most prestigious in the wealth management industry, celebrating excellence and innovation in the sector. These accolades reinforce Itriom’s position as a leader in digital wealth management solutions.Â
For more information about Itriom’s award-winning platform and thought leadership, visit itriom.com.Â
Matthew Millard-Beer is CEO & Founder, based in Itriom’s London Office.
Itriom is the global impact platform helping leading families shape a better world. Itriom’s platform enables families to refresh and redesign their values, aligns them with the right UN Sustainable Development Goals, combining them in an agreed purpose and a Family Impact Charter. Itriom’s platform supports the development of impact initiatives and whilst providing discrete and secure spaces for peer-to-peer messaging and collaboration. Itriom’s core practices in leadership, geostrategy, and sustainability benefit clients by developing strategies to engage and support the next generation in building a lasting legacy of which families can be proud.
Itriom’s leadership and resilience practice instils all-encompassing leadership in support of principals of leading families and the next generation preparing for family succession, transition and evolution.
© 2024 Itriom Limited. All rights reserved. Republication or redistribution of Itriom’s content, including by framing or similar means, is prohibited without the prior written consent of Itriom Limited. This material is provided for informational purposes only.
© 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
