Integrating personal values with SDGs for transformative impact

At Itriom, we believe that true wealth transcends monetary value; it lies in the positive, lasting impact we leave on the world.

A cornerstone of our philosophy is the strategic integration of personal family values with the United Nations’ Sustainable Development Goals (SDGs). The Sustainable Development Goals (SDGs) are a set of 17 global objectives established by the United Nations to address pressing environmental, social, and economic challenges to create a more sustainable and equitable future for all. This approach not only defines a clear purpose but also empowers families to effect meaningful change in the areas that matter most to them.

The power of alignment

Aligning personal family values with the SDGs is akin to finding a compass that guides wealth management decisions. It’s about recognising and prioritising shared principles and beliefs among family members. These values span a spectrum of vital issues, from environmental conservation to education, poverty alleviation, healthcare, and social justice. When these ideals harmonise with the global SDGs, a powerful direction emerges, illuminating the path towards positive change which bridges the funding and action gap, that is needed to meet these goals by their 2030 target.

For example, a family deeply committed to education may choose to direct a portion of their resources towards initiatives that champion quality education (SDG 4). This could encompass funding scholarships, constructing schools, or supporting educational programs in underserved communities. By aligning their giving with their values and a specific SDG, the family crafts a philanthropic strategy that is both purposeful and results-driven.

Exemplifying leadership and accountability

Alignment with the SDGs is not just about giving; it’s about leading with purpose and demonstrating accountability for global challenges. It stands as a testament to a family’s commitment to structured, purposeful action. In addition, it encourages collaboration with other families, and organisations to be leveraged for maximum effect, extending the reach and impact far beyond what individual efforts could achieve. By openly sharing their endeavours and successes in integrating personal values with SDGs, families become beacons of inspiration, igniting a ripple effect of positive change in their communities and beyond.

To ensure their efforts translate into tangible progress, families can implement robust measurement and reporting mechanisms. This entails tracking specific indicators linked to their chosen SDGs and regularly evaluating the outcomes of their initiatives. This commitment to transparency and accountability solidifies their dedication to making a meaningful, quantifiable impact.

In summary, integrating personal values with SDGs is not just a strategy; it’s a purpose-driven approach to wealth management and philanthropy. It empowers families to align their resources with their deepest convictions, resulting in a more focused, impactful, and fulfilling approach to making a positive difference in the world. 

About the author:

Matthew Millard-Beer is CEO & Founder, based in Itriom’s London Office.

About Itriom

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. 

About Itriom's Leadership Practice

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. 

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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.

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.

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.

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.

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.

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.