An Unparalleled Network of Influence and Impact

itriom

An Unparalleled Network of Influence and Impact

itriom

An Unparalleled Network of Influence and Impact

For Family Offices

Create consensus Itriom brings families together and ensures investments deliver the impact that matters to them.

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About Itriom

Itriom is a tech platform for family unity and longevity. It enables every-one to have a voice and align on a family purpose and values. Your family trusts can then select investments that deliver measurable positive impact against SDGs.

Itriom can also help you build networks and connections and facilitate collaboration with other like-minded families. And our in-house experts can support your family to develop sustainability and investment strategies, and help the next generation to lead successfully.
Platform

Why this is important?

  • A single solution to develop your Family Charter and link purpose, initiatives and legacy together
  • Define your ESG and SDG ambitions and measure progress
  • Access opportunities to deliver real impact
  • Develop meaningful succession and legacy plans with the next generation

Purpose

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12 Dimensions of Wealth

The Itriom 12 Dimensions of Wealth tool leads families through an intuitive process of aligning on its wealth management priorities.
The tool provides information to family members individually around 12 dimensions in four key areas (People, Profit, Planet, and Purpose) so they can select their priorities. It then combines all contributions in a report that sets out the family’s overall view.
  • Clear collated priorities for a Family to focus on
  • Ensures everyone has a voice
  • Shapes a vision for the future
  • Can be used remotely or in-person
Find out more
Dimensions 1

The Itriom values Configurator

The Itriom Values Configurator helps families identify agree on values that matter most to them.
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The tool guides individual family members through 16 potential values which they score in importance. The results are collated into a set of four values across Organisational, Advancement, Contribution, and Soecietal categories.
  • Engages the whole family and represents a unified view
  • Raises awareness of the importance of values to the family
  • Provides clarity and direction to wealth management
  • Creates a foundation for wider philanthropy
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Family Charter

A Family Charter is an organising governance framework to align the family around common goals.
The charter is a document that clearly enshrines the family’s purpose, values and SDGs and guides future investment and philanthropy to consistently maximise impact in agreed areas.
  • Creates a strong, unified outlook and reduces the risk of friction
  • Helps a family achieve greater collective impact than pursuing individual projects
  • Drives actions and behaviours
  • Commits the family to purpose-driven collaboration that inspires and engages everyone
Find out more
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Impact

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Network & Connections

Reach out to other families that share the same values, and get curated news and insights.
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Next Generation

Prepare the next generation to continue the family’s legacy.
Explore

Impact

Splendid statement about Impact to go here to introduce the three tools and the benefits Impact brings to a family.

SDG Configurator

The Itriom Sustainable Development Goals Configurator enables families to identify their priorities.
The tool walks individual family members through each of the SDGs, and asks them to prioritise them. The results are brought together to define the three priority SDG goals for the family as a whole
  • Aligns SDGs to the family’s values and feeds into the Family Charter
  • Drive a sense of both individual and collective purpose in philanthropy
  • Enables work towards tangible, positive impacts in the world
  • Fosters a sense of responsible stewardship to enhance the family’s legacy
Find out more
SDG

Impact Investment and Philanthropy Marketplace

Find opportunities to deliver measurable environmental, social and sustainable impact.
Our marketplace provides families access to a curated shortlist of diverse existing investment and philanthropy opportunities that directly match its values, and provides a platform to create, share and collaborate on new deals and initiatives
  • Helps deliver impact directly and at pace
  • Prepares the next generation for greater responsibility through active participation
  • Use the Itriom network to collaborate, promote initiatives and access broader investment and expertise
  • Verifies initiatives to ensure genuine impact and transparenc
Find out more
itrion marketplace

Investment Dashboard and Reporting

Monitor, measure and manage impact investments and projects in a single digital dashboard
The Itriom dashboard gives an intuitive, overarching view of a family’s investment projects. Transparent reporting supports governance efforts, and helps ensure initiatives are delivering the expected impact. And advanced insights and analytics help guide strategic decision making.
  • Securely integrates data from other investment providers
  • Quantifies the impact and alignment of investments and projects
  • Reports impacts against key metrics such as UN SDGs, IRIS and ESE standards
  • Simplified governance helps meet global disclosure requirements
Find out more
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Purpose

Make investments that align with SDG ambitions and enable transparent reporting.
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Network & Connections

Reach out to other families that share the same values, and get curated news and insights.
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Next Generation

Prepare the next generation to continue the family’s legacy.
Explore

Network & Connections

Splendid statement about Network & Connections to go here to introduce the three tools and the benefits Network & Connections brings to a family

Groups, Forums, and Events

Connect with other families in the Itriom network.
Itriom offers a private, secure space for families to connect for the first time – whether to share experiences and best practices or forge collaborations for new initiatives. And with our experts on hand, you can tap into the latest trends.
  • Access curated activities that align to a family’s values and purpose
  • Host groups, forums and events to incubate and collaborate on your own initiatives
  • Provides a testbed to validate ideas before promoting them on our marketplace
  • Build and strengthen connections within your own family and with others
Find out more
groupsform

Network & Communications

Build community, find inspiration, and drive collaboration with peers and leaders
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As an invitation-only private network, Itriom provides unique access to global leaders and influencers who understand and share a family’s values and sustainability goals, and can offer new perspectives and insights on activities and objectives.
  • Helps deliver impact directly and at pace
  • Prepares the next generation for greater responsibility through active participation
  • Use the Itriom network to collaborate, promote initiatives and access broader investment and expertise
  • Verifies initiatives to ensure genuine impact and transparency
Find out more

News & Insights

Content to enhance strategic thinking and drive positive impact on global challenges.
Our curated news and insights bring together exclusive videos, articles, and podcasts from area experts, including families and members of our network. Much more than just news, it’s a springboard for transformative ideas and meaningful initiatives.
  • News and insights on specific SDGs, geographies, and ESG areas
  • Access content from innovators and thought leaders to spur ideas and action
  • Share and refine ideas in a community that values purpose-led innovation
  • Gain insights from other families to catalyse discussion, forums, and events
Find out more
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Impact

Make investments that align with SDG ambitions and enable transparent reporting.
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Purpose

Reach out to other families that share the same values, and get curated news and insights.
Explore

Next Generation

Prepare the next generation to continue the family’s legacy.
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Next Generation

Splendid statement about Next Generation to go here to introduce the three tools and the benefits Next Generation brings to a family.

Leadership

Equip the next generation to lead a family’s next chapter
with skills, knowledge, and mindset.
Succession is one of the biggest challenges families face. Itriom has developed a unique set of services to help families plan and execute a seamless transition of responsibilities, including techniques to unite generations to deliver collective initiatives.
  • Embed skills and understanding to assume responsibility for the Family Office financial portfolio
  • Build a solid foundation of good health, mental strength and flexibility to tackle challenges and seize opportunities
  • Nurture curiosity and a continuous learning mindset to enhance decision-making and outcome
  • Supports families to assume a broader leadership role and enhance it societal impact
Find out more
leadershipimg

Sustainability

Deliver a significant legacy of sustainability through
clearly defined objectives and ambitions.
Itriom’s comprehensive suite of services help map out a strategic sustainability agenda, and deliver reporting and disclosure, all aligned to global increasingly demanding regulatory and organisational standards. And the progress of all activities can be tracked via Itriom’s dashboards, enhancing the family’s social licence.
  • Sustainability Risk Audit helps focus on risks and opportunities to make the biggest impact
  • Data and benchmarking helps create clear, measurable targets for families’ visions and goals
  • Strategy execution with full project management suppor
  • Family Sustainability Report provides full disclosure
Find out more
Sustainabilitynew

Geostrategy

Instil the next generation with geostrategic awareness and
provide opportunities to act on the world stage
triom delivers bespoke activities and opportunities to help establish the next generation as influential actors, pivotal to our geostrategic future. With courses, immersive collaboration projects and direct involvement in chosen issues, families can engage younger members to help understand what it takes to establish geopolitical coalitions and consensus
  • Understand the interplay of power and influence
  • Explore schools of economic thought, the effect of economics on geopolitics, and the human dynamics in markets
  • Discover the relationship between environmental issues and regional and national geopolitical limitations
  • Empower the next generation to establish environmental or humanitarian horizon projects that fuse the interests of internal agencies, lobby groups or governments
Find out more
strategy

The Itriom Platform brings it all together

Itriom is an invitation-only, secure Platform. It offers a single solution for the Family office to develop a Family Charter linking purpose, initiatives and legacy. Here the Family can connect to their SDG ambitions and have a space to define, drive and measure ESG and SDG progress.