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An Unparalleled Network of Influence and Impact
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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.
These are challenges that Itriom is designed to solve.
Itriom is a tech platform for family unity and longevity. It brings perspectives together, enabling everyone to have a voice and to align on a family purpose and values. Family trusts can then select investments based on those values and the corresponding UN SDGs, and to deliver the biggest positive impact.
Itriom can also securely connect other families to facilitate collaborative investment, or simply conversation. And our in-house experts can advise and upskill families to develop sustainability and investment strategies, and help upcoming generations to lead successfully.
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.
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.
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.
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.
Determined, we challenge – everything.
We're imaginative and inventive – because that's how everyone benefits.
We're fresh and engaging – whilst grounded in conventional and corporate practice.
We're informed and enlightening – because of our experienced and knowledgeable team
© 2023 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
