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An Unparalleled Network of Influence and Impact
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Our Itriom marketplace takes the core goals of the sustainability strategy as developed as part of the charter and matches them to specific and relevant impact investment opportunities.
It’s the starting point for a lasting, meaningful and measurable impact and legacy of which future family generations can be proud.
Our values-led approach provide a family-specific focus to impact-investment
Family values are matched to specific and targeted SDG's to ensure that opportunities are relevant
We access relevant data to track performance
We ensure accurate reporting via our platform's family specific dashboards
Chief Executive | Itriom
Chief Executive | Itriom
Linking Family Values, Sustainable Development Goals (SDGs) and Impact Investment Opportunities – Our Process
At Itriom’s heart is our consultative process and unique digital tools which help families find clear values and a clarity of purpose across the generations.
This strategy directs impact investment and philanthropy and determines which bespoke longer-term cause-related initiatives are created.
Each strand has its own role in delivering the family purpose, respecting the values and honouring the promises of the charter with tangible, positive and identifiable change.
Measuring Positive Change – Linking Impact Investment with Data and Dashboards
Obviously, it’s crucial to ensure the family’s impact is tangible, sustainable and positive. Because that’s the only basis for a lasting and credible legacy.
With this in mind their impact investments, initiatives and philanthropic activity can be tracked based on chosen metrics. Reported on using visual dashboards to understand the positive impact of these actions.
All the visuals and data from the dashboard can be accessed and utilised in quarterly and annual reports, in family communications and externally for public affairs and discrete marketing.
Leaving a Lasting Legacy: Overview of Impact and Importance
By tackling the world’s most pressing problems through tangible, measurable and sustainable outcomes, we are creating credible and lasting legacies for the families we represent. While also helping bring the UN’s Sustainable Development Goals closer to fruition.
© 2023 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