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An Unparalleled Network of Influence and Impact
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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.
We engage multi-generational families, connecting them in delivering real change and opening their eyes to networking with like-minded families world-wide.
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.
Unifying the family with a clear purpose provides the guidance required to deliver the family’s commitments and initiatives on time and as promised.
65% of next generation inheritors plan to switch advisors, citing misaligned values and outdates services.*
*Schroders 2021
Define values and align around a common purpose that links impact and legacy, fostering unity and openness across generations
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.
Achieve meaningful and measurable impact aligned with your family’s values and SDG ambitions.
Develop the next generation with the skills and knowledge required to address some of the most pressing global challenges.
Foster multi-generational collaboration with seamless communication between families, advisors and the global network.
Position yourself as an innovative leader with cutting-edge advisory and digital services, differentiating you in a competitive market.
Bridge the advice gap for tech-savvy clients and stay relevant to future inheritors with holistic wealth management that brings clarity, unity, and alignment through shared values and purpose
© 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