For UHNW Families & Family Offices

A pioneering solution for
family unity and longevity.

Shape a better world and build a lasting legacy.

about itriom

Itriom helps UHNW families and Family Offices shape a better world and build a lasting legacy by aligning on purpose, delivering impact, fostering global connections, and preparing the next generation for leadership

We refer to these benefits collectively as LEIP.

Legacy

We put in place the elements needed to create a lasting, tangible legacy that’s a true expression of the family’s values and ambitions.

Engagement

We engage multi-generational families, connecting them in delivering real change and opening their eyes to networking with like-minded families world-wide.

Impact

Locally and regionally, whatever the scope of the project, the impact made is positive relevant and immediate, aligning families in making SDG / ESG goals a reality sooner.

Purpose

Unifying the family with a clear purpose provides the guidance required to deliver the family’s commitments and initiatives on time and as promised.

Why Itriom

92% of family offices advocate introducing the next-generation to family values as part of effective succession planning.*

*Campden Wealth 2023

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how we help you

Integrated solutions that build alignment and legacy

Itriom is a platform for family unity and longevity. It enables everyone to have a voice and align on a family purpose and values.
Itriom dimensions of wealth Family office Next generation

Family Governance Framework tools

Define values and align around a common purpose that links impact and legacy, fostering unity and openness across generations

Global Family Network

Solving the world’s biggest challenges requires collaboration and shared learning. Our platform fosters meaningful connections within your family, with peers, and leading experts through our private, secure network.

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Itriom Home Next Generation Family Office Marketplace

Impact Investing and Philanthropy

Achieve meaningful and measurable impact aligned with your family’s values and SDG ambitions.

Next Generation Services

Develop the next generation with the skills and knowledge required to address some of the most pressing global challenges.

Itriom Next Generation Leadership Resilience Sustainability Geostrategy Services

Benefits

How our tools and products help you

Preserve family narratives

Create a digital family charter to safeguard core values and history, serving as a guiding compass for future generations.

Values-based decision making

Facilitate impactful conversations using interactive prompts, engaging all generations to shape core family values that extend beyond financial wealth.

Expand your community

Facilitate multi-generational collaboration through seamless communication among family members, advisors, and the global network.

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.