The world is always changing, that’s not the problem.
It’s how we deal with change that matters.
At the moment $68 trillion multi-generational wealth transfer, globalization and digitization is distorting how families engage – with themselves and with the world and other families beyond.
The next generation of these Ultra-High Net Worth (UHNW) families are not totally engaged with the family leadership or involved in their family businesses.
Existing wealth management options do not address the digital, social and communication needs this disjoint causes.
So valuable opportunities to make a positive impact go missing. It’s not the kind of legacy anyone wants to leave.
Happily, we do have a unique answer.
© 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