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An Unparalleled Network of Influence and Impact
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70% of family wealth is lost by the end of the second generation, and 90% is gone by the end of the third generation.*
Securing a legacy requires clear communication and aligned values and purpose.
*The Williams Group
Every family member is heard, ensuring alignment on values
Inspires engagement and shared decision-making
Aligns family actions with shared
values and sustainable goals
Aligns family wealth management priorities across People, Profit, Planet, and Purpose.
Our tool guides families through a seamless process, allowing each member to select their priorities independently. It then combines all contributions in a report, providing a clear view of the family’s collective vision.
Identify and align on the values that matter most.
Our tool guides each family member through 16 core values, allowing them to score their importance. The results are collated to produce values across Organisational, Advancement, Contribution, and Societal categories.
Enables families to identify and prioritise their SDG commitments.
The tool guides each family member through the UN Sustainable Development Goals, consolidating their rankings into a unified view of the family’s top three priorities.
Organising governance framework to align the family around shared goals.
The charter is a document that enshrines the family’s purpose, values and SDGs, guiding investments and philanthropy to maximise impact in agreed areas. It complements existing formal structures, strengthening family governance and unity.
A secure, central place to safeguard your family’s most important documents.
Our Family Library ensures that key documents are protected and easily accessible when needed. It supports ongoing governance and organisational needs, providing a streamlined solution for efficient document management.
Achieve meaningful and measurable impact aligned with your family’s values and SDG ambitions.
Network
Connect with family, peers, and experts to collaborate on solving the world’s biggest challenges securely and privately.
Develop the next generation with the skills and knowledge required to address some of the most pressing global challenges.
© 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