Itriom helps ensure that great families endure

Itriom helps ensure that great families endure

Itriom helps UNHW families align on their. values, make impactful investments, and prepare the next generation to create a worthy legacy.

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Itriom helps ensure that great families endure

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.

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.

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But in family offices, that responsibility often falls to one elder. This is unsustainable and undesirable for everyone involved.

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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.