For Family Offices

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

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?

Purpose

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

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.
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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.

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.
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Impact

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

Network & Connections

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

Next Generation

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

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
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
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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.
investement dashboard1

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Purpose

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

Network & Connections

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

Next Generation

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

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.
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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.

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.
newsinsight

You may interested in our other services

impactbg

Impact

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

Purpose

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

Next Generation

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

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.
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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.
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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
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.

Platform

The Itriom Global Platform TM

The Itriom SDG Configurator

Based on a clear set of Family values the Sustainable Development Goals (SDG) Configurator is an interactive tool, that enables Families to align the SDG goals in order of their priorities.

The tool begins by defining each of the SDGs and then provides the opportunity for individuals to order the goals in order of highest to lowest priority. These results are then normalised for a Family, producing three key SDG goals, that are most relevant to the entire Family’s values and purposes which are displayed in the Family Charter.