At Impact Family Office, we serve as guides, advisors, and trustees to assist in the decision-making, management, and deployment of financial resources.
We believe every financial decision–investment, spending, philanthropic–has the potential to affect, not just your own family and livelihood, but the greater community and even the world. There is both a responsibility and a privilege within this truth. Our approach with clients is to build an intentional impact strategy that purposefully aligns your financial resources with your priorities and values, building a legacy for good.
Services
Trustee, Trustee - ILIT, Trustee - Successor, Trustee - Co-Trustee, Trust Protector, Family Office Advisor, Estate Executor / Administrator
Types of Trusts / Specialties
Businesses in Trusts, Real Estate in Trusts, California Licensed Professional Fiduciary, Alternate AssetsAccepting New Clients
Yes
Accepts Trusts/Business in Other States
Yes
Contact Kiah
1224 Coast Village Circle, Suite 11Santa Barbara, California 93108