The Earthshot Prize, launched by Prince William in 2020, celebrated its winners in a groundbreaking ceremony in Cape Town, South Africa—marking the first time this prestigious environmental award has been hosted on the African continent. The ceremony spotlighted remarkable solutions to our planet's most pressing environmental challenges, each winner receiving
Succession is often a critical and delicate moment for any family business. The passing of leadership and wealth ownership from the incumbent to the next generation is not merely a technical handoff; it is a deeply intricate and emotionally charged affair specifically as family businesses are built on trust, loyalty
As baby boomers prepare to pass the baton, an estimated $68 trillion will change hands by 2030. That's not pocket change; that's a revolution in the making. But here's the kicker: wealth management firms might be left holding the short end of the stick. The next generation of wealth holders
The Earthshot Prize, launched by Prince William in 2020, celebrated its winners in a groundbreaking ceremony in Cape Town, South Africa—marking the first time this prestigious environmental award has been hosted on the African continent. The ceremony spotlighted remarkable solutions to our planet’s most pressing environmental challenges, each winner receiving £1 million to scale their innovations.
Succession is often a critical and delicate moment for any family business. The passing of leadership and wealth ownership from the incumbent to the next generation is not merely a technical handoff; it is a deeply intricate and emotionally charged affair specifically as family businesses are built on trust, loyalty and long-term goals. Without a firm foundation of intergenerational trust, succession risks unravelling family discords, which could jeopardise the very legacy families strive to preserve.
As baby boomers prepare to pass the baton, an estimated $68 trillion will change hands by 2030. That’s not pocket change; that’s a revolution in the making. But here’s the kicker: wealth management firms might be left holding the short end of the stick. The next generation of wealth holders isn’t just tech-savvy; they’re tech-native. They don’t just want digital integration; they expect a seamless digital experience.
Effectively managing finances is crucial when planning for wealth across different generations. To ensure that wealth not only remains intact but also grows to benefit children and grandchildren, a strategic plan is essential. This is where a Family Office Wealth Management Platform becomes valuable, offering tailored solutions that meet the unique needs of each family.
Family businesses are like high-wire acts. They must constantly balance two evolving forces: the growth and adaptation of the enterprise itself, and the ever-changing dynamics of the family behind it.​
Succession is often a critical and delicate moment for any family business. The passing of leadership and wealth ownership from the incumbent to the next generation is not merely a technical handoff; it is a deeply intricate and emotionally charged affair specifically as family businesses are built on trust, loyalty and long-term goals. Without a firm foundation of intergenerational trust, succession risks unravelling family discords, which could jeopardise the very legacy families strive to preserve.
As baby boomers prepare to pass the baton, an estimated $68 trillion will change hands by 2030. That’s not pocket change; that’s a revolution in the making. But here’s the kicker: wealth management firms might be left holding the short end of the stick. The next generation of wealth holders isn’t just tech-savvy; they’re tech-native. They don’t just want digital integration; they expect a seamless digital experience.
Effectively managing finances is crucial when planning for wealth across different generations. To ensure that wealth not only remains intact but also grows to benefit children and grandchildren, a strategic plan is essential. This is where a Family Office Wealth Management Platform becomes valuable, offering tailored solutions that meet the unique needs of each family.
Family businesses are like high-wire acts. They must constantly balance two evolving forces: the growth and adaptation of the enterprise itself, and the ever-changing dynamics of the family behind it.​
The Earthshot Prize, launched by Prince William in 2020, celebrated its winners in a groundbreaking ceremony in Cape Town, South Africa—marking the first time this prestigious environmental award has been hosted on the African continent. The ceremony spotlighted remarkable solutions
Succession is often a critical and delicate moment for any family business. The passing of leadership and wealth ownership from the incumbent to the next generation is not merely a technical handoff; it is a deeply intricate and emotionally charged
As baby boomers prepare to pass the baton, an estimated $68 trillion will change hands by 2030. That’s not pocket change; that’s a revolution in the making. But here’s the kicker: wealth management firms might be left holding the short
© 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
