Impact Family Office

12/28/2022

06/11/2022

🌎Sustainable Change Alliance Presents: Net Zero: From Here to Antarctica 2041

Please join Sustainable Change Alliance on Tuesday, May 24th, 2022 from 4 p.m. - 6 p.m. at 800 Miramonte Dr., Santa Barbara, for an important conversation with Casey Rogers, Kiah Jordan, and our CEO, Sigrid Wright.

In March 2022 Casey Rogers, Director of The Ellen Fund, and Kiah Jordan, Founder of Impact Family Office, journeyed to Antarctica with polar explorers, Robert and Barney Swan, with support from the RSO Foundation. Joined by 150 leaders (ages 14-70 years old) from 37 countries, they returned to Santa Barbara committed to catalyzing climate-positive change close to home.

🍷Enjoy wine, appetizers, the spectacular view at TV Hill, and an exciting discussion about climate action and solutions for our community.

🎫Tickets: https://bit.ly/3wjO3eZ

07/03/2020

We are excited to announce that as of July 1st, 2020, Impact Family Office is registered as a California benefit corporation. This status, created by the Corporate Flexibility Act of 2011, allows corporate officers and directors to govern and make business decisions that account for profit, people, and planet. This step further solidifies the company structure with our purpose and the work we do with our clients to intentionally align their capital resources with their values.

04/21/2018

https://www.pacbiztimes.com/2018/04/20/new-alliance-spurs-social-investments-on-the-central-coast/

Some Central Coast financial advisers are convinced that doing good and making money aren’t mutually exclusive. With the increasing popularity of impact investing and entrepreneurial ventures come …

11/28/2017

If past Divest-Invest movements are any indicator, a mass movement toward impact investing is on its way soon.

11/22/2017

Socially responsible behaviour is becoming the new normal and is set to drive demand for more responsible investment practices, experts say.

09/28/2017

Maybe this is just Forbes' perspective, but I believe the purpose of operating a family office is to serve the family's best interests:

09/06/2017

Why The Ultra-Wealthy Prefer Multi-Family Offices: https://buff.ly/2wFECGr via Forbes

The ultra-wealthy are looking for super rich solutions and exceptional service. Not wealthy enough to establish and run a single-family office, they are choosing to use multi-family offices.

07/27/2017

The Appeal Of Family Offices To Successful Family Business Owners: "Many more [successful family businesses] will likely engage multi-family offices..." http://buff.ly/2uE8rpL

With the worldwide boom in greater personal wealth, there is a correlated boom in family offices. Family businesses are one of the most significant drivers of personal wealth creation and therefore…

06/25/2017

Impact investing, where investors aim to further social and environmental causes as well as grab a good return, is set to hit the mainstream.

06/23/2017

Exciting news! Santa Barbara's first impact investment fund by Michael Smith at Ponvalley. I couldn't be more excited to work with him on developing Santa Barbara's entrepreneurial impact ecosystem.

https://www.pacbiztimes.com/2017/06/23/dubroff-new-investment-fund-will-have-an-impact-on-state-street/

Of all the challenges facing Santa Barbara as it tries to reinvent its struggling State Street business district, the biggest may be getting the capital to attract and retain innovative companies. …

06/16/2017

National Geographic Society commits $50M of its $1.2B endowment to : http://buff.ly/2s6Fcfz Jessica Pothering National Geographic

The commitment represents 5% of NatGeo’s $1.2 billion endowment