Digital Products

Impact investing &
philanthropy

Curated opportunities and tools to drive impact

How we help you

Our Marketplace provides access to curated investment opportunities that align with family values, while enabling you to create, share, and collaborate on your own deals and initiatives. Our integrated dashboard and reporting tools support strategic decision-making and enhance governance.

FAMILY DYNAMICS

80% believe involving the next generation in impact investing and philanthropy prepares them for greater responsibility. Yet, finding opportunities that match a family’s values and priorities is often complex.

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Benefits

How our Impact Investing & Philanthropy tools help you:

Curated Marketplace

Access opportunities that align
with your family’s values and purpose.

Reporting

Consolidate and monitor all investments and projects in one place, with secure data integration from other providers.

Impact

Utilise insights to optimise performance and amplify your impact, through reporting that meets global standards.

Impact Investment and Philanthropy Marketplace

Access curated opportunities for measurable environmental, social, and sustainable change, aligned with your family’s values.

Our marketplace connects families with a diverse range of investment and philanthropy opportunities that match their values, while also offering a platform to create, share, and collaborate on new initiatives.

Itriom Home Next Generation Family Office Initiative Dashboard

Family Impact Initiative Framework & Reporting

Create, collaborate, and share meaningful projects

Itriom marketplace 2 Family office impact investing

Our framework brings together like-minded families to drive impactful change by providing the tools to design and implement initiatives that align with your family’s values while collaborating with others who share similar goals to maximise impact

Wealth Aggregation Dashboard

All your assets in one place

A comprehensive view of your family office’s complete financial landscape, seamlessly consolidating data from multiple investment accounts, asset classes, and entities into a single, intuitive interface

Itriom Home Next Generation Family Office Wealth Dashboard

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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.