About us
A global platform providing solutions for UHNW Principals and their Families to engage with unifying purpose, enduring legacy and sustainable impact.
About us
We are creators of wealth, makers of change and a force for good.
Dealing with change
Dealing with change
We believe in building sustainable legacies that count
Ensuring progress: Who we are
Making a difference
We are a global network of strategists, advisors, innovators and experts in policy, organisational effectiveness, sustainability driven investment and family dynamics.
Covering legacy, engagement, impact and purpose, our resources and activities are managed in the digital and physical domains from our unique platform.
We help bring about change by working with the world’s leading UHNW families, harnessing their wealth, power and influence to SDG / ESG agendas and putting in place the accredited metrics needed to objectively measure the change we make.
In doing so, we inspire full commitment and communications within and between families in a totally inter-generational approach.
Ultimately fostering better cross border and international relationships worldwide.
By also encouraging families to act on chosen initiatives together we create a force multiplier effect, enlarging the difference they make.
All of the above serve to help improve people’s lives and enhance the environment.
While keeping those organisations and institutions tasked with delivering change on track.
We cannot think of a better basis for building a meaningful family legacy – which is our ultimate mission and product.
"If you want to go fast, go alone. If you want to go far, go together."
Meet the Practice Leaders
and the people behind Itriom
Matthew Millard-Beer
Managing Partner
Practice Leader – Strategy
Matthew is Itriom Founder & CEO, 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.
Dr. Herb Castillo
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.
Tim Boughton
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.
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.
Simon Hulland-Lucas
Karoline Molberg
Karoline Molberg
Advisor
Karoline is an Adviser focused on financial institutions and companies, guiding and advising on the marketing of financial products, client engagement and raising capital.
Quentin Naylor
Quentin Naylor
Senior Partner
Quentin is Itriom COO, bringing to life our solutions and the global platform for clients and their families as they embark on their journey to achieve their purpose and leave a lasting legacy.
Stuart Gibson
Advisor
Dr Stuart Gibson, PhD MSc DipM FCIM FCMI, is an expert and leading authority on global private wealth, family offices and private wealth professionals in private banking, wealth management, family office, fiduciary, asset management, insurance, legal and professional services sectors.
Stuart Gibson
Alizah Beg
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.
Chris Walmsley
Chris Walmsley
Creative Director
Chris leads the creative side, interpreting strategy into compelling design solutions and bringing innovation to life for clients. He believes in the business value of design, creating change, and making brands stand for something bigger, in a purpose driven world.
Gabriella Vieru
Library & Document Repository
- Document Repository
- Private Media Channels
- Media Content (video, audio, podcast, etc.)
Georgie
Georgie
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.
Martha Torrington
Martha Torrington
Executive Assistant
Martha is the Executive Assistant to the CEO of Itriom. She manages the day to day administration of the Itriom head office and is on hand to support our clients.
Samuel Panda
Library & Document Repository
- Document Repository
- Private Media Channels
- Media Content (video, audio, podcast, etc.)
Andy York
Georgie
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.
Alex
Martha Torrington
Executive Assistant
Martha is the Executive Assistant to the CEO of Itriom. She manages the day to day administration of the Itriom head office and is on hand to support our clients.
Matthew Millard-Beer
Matthew Millard-Beer
Managing Partner
Practice Leader – Strategy
Matthew is Itriom Founder & CEO, 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.
Dr. Herb Castillo
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.
Tim Boughton
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.
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.
Simon Hulland-Lucas
Karoline Molberg
Karoline Molberg
Advisor
Karoline is an Adviser focused on financial institutions and companies, guiding and advising on the marketing of financial products, client engagement and raising capital.
Quentin Naylor
Quentin Naylor
Senior Partner
Quentin is Itriom COO, bringing to life our solutions and the global platform for clients and their families as they embark on their journey to achieve their purpose and leave a lasting legacy.
Stuart Gibson
Stuart Gibson
Advisor
Dr Stuart Gibson, PhD MSc DipM FCIM FCMI, is an expert and leading authority on global private wealth, family offices and private wealth professionals in private banking, wealth management, family office, fiduciary, asset management, insurance, legal and professional services sectors.
Alizah Beg
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.
Chris Walmsley
Chris Walmsley
Creative Director
Chris leads the creative side, interpreting strategy into compelling design solutions and bringing innovation to life for clients. He believes in the business value of design, creating change, and making brands stand for something bigger, in a purpose driven world.
Gabriella Vieru
News & Insights
- Curated News
- Targeted Insights
- Private Briefings
Georgie
Library & Document Repository
- Document Repository
- Private Media Channels
- Media Content (video, audio, podcast, etc.)
Martha Torrington
Concierge & Support
- Dedicated LEIP Concierge
- Tech Support
- White Glove Onboarding
Samuel Panda
News & Insights
- Curated News
- Targeted Insights
- Private Briefings
Andy York
Library & Document Repository
- Document Repository
- Private Media Channels
- Media Content (video, audio, podcast, etc.)
Alex
Concierge & Support
- Dedicated LEIP Concierge
- Tech Support
- White Glove Onboarding

How we do it: Invaluable conversations
Our one-to-one consultative process creates a specific dialogue for every family.
With it we craft the family charter. Defining its commitments to the future, with a unique methodology and matrix framework aligning it with an ESG orientated strategy.
This strategy determines which initiatives are chosen.
Each have a role in delivering the purpose, respecting the values and honouring the promises of the charter with tangible, positive and identifiable change.
The digital and physical capabilities of the Itriom platform maintain, refresh and update commitments and progress.
“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”
How we do it: Invaluable conversations
Making a difference
Our one-to-one consultative process creates a specific dialogue for every family.
With it we craft the family charter. Defining its commitments to the future, with a unique methodology and matrix framework aligning it with an ESG orientated strategy.
This strategy determines which initiatives are chosen.
Each have a role in delivering the purpose, respecting the values and honouring the promises of the charter with tangible, positive and identifiable change.
The digital and physical capabilities of the Itriom platform maintain, refresh and update commitments and progress.
By also encouraging families to act on chosen initiatives together we create a force multiplier effect, enlarging the difference they make.
All of the above serve to help improve people’s lives and enhance the environment.
While keeping those organisations and institutions tasked with delivering change on track.
We cannot think of a better basis for building a meaningful family legacy – which is our ultimate mission and product.
"If you want to go fast, go alone. If you want to go far, go together."
Making worthwhile connections
Our globally well-connected team, understand the value of face-to-face engagement and is skilled at shaping relevant, involving and worthwhile conversations - without the complication of third parties.
Itriom hubs, such as ‘Davos’ and ‘Davos in the Sand’ Doha, give us the scope to create tailored events round individuals, or selected like-minded families.
They provide the perfect context for everything from bespoke next-generational leadership programmes to specific conversations with world renowned thinkers and speakers.
Our agile digital tools ensure all communications are up to date, relevant, confidential and timely.

“Our globally well-connected team, understand the value of face-to-face engagement and is skilled at shaping relevant, involving and worthwhile conversations”

Perfect Partners
When working with partners, our concern is not wealth management. Others are adept at that. We focus not on defining purpose, values and goals, aligning them in a way that’s not previously been offered.
Non-Financial proactive support from the Itriom practice partners is then geared to ensuring the Family Offices achieve their stated goals and prepare for the future. Which is the best investment they can make.
We are creators of wealth, makers of change and a force for good.
Our Values

Bold
Determined, we challenge – everything.

Innovating
We're imaginative and inventive – because that's how everyone benefits.

Involving
We're fresh and engaging – whilst grounded in conventional and corporate practice.

Insightful
We're informed and enlightening – because of our experienced and knowledgeable team
Our values determine who we are
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How we work with you
Find out more about our services
Insights from our
Practice Leaders
“An unparalleled, global private network of impact and influence”
"Our first to market platform reimagines UHNW family engagement and impact on a global scale."



