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Embedding a brand strategy within the Family Charter is essential for aligning values and fostering next-generation engagement. While traditional approaches rely on facilitated workshops, technology offers a more dynamic and accessible alternative. At Itriom, our values configurators and digital family charter provide families with structured tools to articulate, refine, and live their brand identity in an interactive and self-directed way.
The creation of a family brand is not just about visual identity; it’s about defining the principles and values that shape every decision. Our values configurators allow families to collectively define and refine their guiding principles in a structured way. Instead of relying solely on consultant-led discussions, family members can interact with these tools to express what matters most to them, underpinned by UN SDGs to drive meaningful impact. This creates a clear, data-backed picture of shared values, which becomes the foundation of their Family Charter and brand identity.
Aligning brand strategy with a Family Charter ensures consistency between internal governance and external identity. At Itriom, we take this a step further with our digital family charter, which serves as a dynamic, continuously updated document rather than a static one. Families can integrate their branding principles directly into their governance framework, ensuring that their identity is actively reinforced in investment decisions, philanthropy, and partnerships.
The brand creation process fosters engagement across generations. Rather than relying on traditional workshops, our platform enables real-time, interactive participation. Younger family members, who may be less inclined to engage in formal meetings, can contribute via digital surveys, sentiment analysis tools, and structured discussions within the platform. This ensures their voice is heard in shaping the family’s evolving brand.
Embedding a brand strategy in a Family Charter strengthens alignment, drives engagement, and ensures that a family is the author of its own narrative. Itriom’s digital tools empower families to navigate this process independently, fostering continuous engagement without reliance on external facilitators.
By leveraging technology, families can ensure that their brand identity is not only well-defined but also deeply integrated into governance, decision-making, and legacy planning—on their own terms and at their own pace.
Matthew Millard-Beer is CEO & Founder, based in Itriom’s London Office.
Itriom is the global impact platform helping leading families shape a better world. Itriom’s platform enables families to refresh and redesign their values, aligns them with the right UN Sustainable Development Goals, combining them in an agreed purpose and a Family Impact Charter. Itriom’s platform supports the development of impact initiatives and whilst providing discrete and secure spaces for peer-to-peer messaging and collaboration. Itriom’s core practices in leadership, geostrategy, and sustainability benefit clients by developing strategies to engage and support the next generation in building a lasting legacy of which families can be proud.
Itriom’s leadership and resilience practice instils all-encompassing leadership in support of principals of leading families and the next generation preparing for family succession, transition and evolution.
© 2024 Itriom Limited. All rights reserved. Republication or redistribution of Itriom’s content, including by framing or similar means, is prohibited without the prior written consent of Itriom Limited. This material is provided for informational purposes only.
© 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.
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Practice Leader – Strategy
