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

A global platform providing solutions for UHNW Principals and their Families to engage with unifying purpose, enduring legacy and sustainable impact.

Dealing with change

Dealing with change

We believe in building sustainable legacies that count

Ensuring progress

Ensuring progress

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.

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 our senior team
and practice leaders

Matthew Millard-Beer

Managing Partner

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

Associate Partner

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

Senior Partner

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

Senior Partner

Karoline Molberg

Advisor

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

Senior Partner

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.

Dr. Stuart Gibson

Advisor

Alizah Beg

ESG Consultant

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

Creative Director

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.

Georgina Murrin

ESG Analyst

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.

Talk to an advisor today

Everything
starts with
a conversation

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.

Gabriella Vieru

Library & Document Repository

  • Document Repository
  • Private Media Channels
  • Media Content (video, audio, podcast, etc.)

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

Managing Partner

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

Associate Partner

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

Senior Partner

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

Senior Partner

Karoline Molberg

Advisor

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

Senior Partner

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

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

ESG Consultant

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

Creative Director

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.

Georgina Murrin

ESG Analyst

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.

Talk to an advisor today

Everything
starts with
a conversation

Talk to an advisor today

Everything starts with a conversation

Georgina Murrin

ESG Analyst

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.

Gabriella Vieru

News & Insights

  • Curated News
  • Targeted Insights
  • Private Briefings

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

Talk to an advisor today

Everything
starts with
a conversation

Talk to an advisor today

Everything
starts with
a conversation

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

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 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 define
who we are

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

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

Insights from our
Practice Leaders

We live in a Volatile, Uncertain, Complex and Ambiguous (VUCA) world. Many of us cannot define what normal is in the World context or our daily lives. How do we take control and flourish?

"Our first to market platform reimagines UHNW family engagement and impact 
on a global scale."

An unparalleled, global private network of impact and influence

See it in action

Request
a demo of
the platform

Talk to an advisor today

Everything
starts with
a conversation

Talk to an advisor today

Everything
starts with
a conversation