What is Impact Family Office?
Impact Family Office acts as more than just financial advisors—they’re guides, trustees, and partners in navigating the complex world of managing and deploying financial resources. Their philosophy? Every financial choice, whether it’s investing, spending, or giving philanthropically, carries weight beyond just the family’s immediate circle. It’s about the ripple effect on communities and even the planet. This understanding brings both responsibility and privilege. The team works closely with clients to craft an intentional impact strategy, aligning money with personal values and priorities, ultimately building a legacy that does good.
The Main Benefit of Their Approach
Impact Family Office offers a unique blend of services designed to maximize the positive influence of capital. Here are some key highlights:
- BCorp Score: 80.8, reflecting strong commitment to social and environmental performance.
- Core Keywords: Trustee, Impact, Philanthropy, Services.
- Customized Family Office Services: Tailored to fit lifestyle and values for meaningful impact.
- Bus Book™: A one-of-a-kind onboarding tool providing a comprehensive snapshot of financial standing and estate directives.
- Independent Trustee Role: Expertise and integrity in executing estate plans while nurturing beneficiary relationships.
Unique Services Offered
One standout feature is the Bus Book™—a signature onboarding service exclusive to Impact Family Office. It’s not just paperwork; it’s a thorough overview that helps clients understand their entire financial picture and estate plans. This clarity sets the stage for intentional decision-making. Beyond that, the family office service is highly personalized, coordinating relationships and resources to ensure everything aligns perfectly with the client’s values and lifestyle. And when it comes to trusteeship, the emphasis is on integrity and the human connection, not just the technical execution of estate plans.
Vision That Drives the Mission
The vision here is crystal clear: to see capital used for the good of people and planet. It’s a bold, inspiring goal that guides every interaction and strategy. This isn’t about wealth accumulation alone—it’s about harnessing financial power to create positive change. The team believes that aligning money with meaningful impact is not just possible but essential in today’s world.
Core Values: Impact and Integrity
At the heart of Impact Family Office are values that resonate deeply both personally and professionally. Impact and integrity aren’t just buzzwords—they’re the foundation of how they operate. This means transparency, trustworthiness, and a genuine commitment to making a difference. Clients can expect a partnership built on these principles, ensuring that every financial decision reflects a higher purpose.
Project Impact and Sustainable Development Goals (SDGs)
- SDG 1: No Poverty – Supporting financial stability and responsible wealth management.
- SDG 8: Decent Work and Economic Growth – Encouraging investments that foster sustainable economic development.
- SDG 10: Reduced Inequalities – Aligning philanthropy and spending to promote equity.
- SDG 12: Responsible Consumption and Production – Guiding clients toward sustainable financial choices.
- SDG 17: Partnerships for the Goals – Building collaborative relationships for greater impact.
Connecting Beyond Finance
Impact Family Office isn’t just about numbers and portfolios. It’s about relationships—between families, beneficiaries, and the broader community. Located in Santa Barbara, California, they maintain an active presence on LinkedIn and Twitter, fostering ongoing dialogue and connection. Their approach recognizes that financial stewardship is deeply human, requiring empathy, communication, and a shared vision for a better future.
