Impact Family Office

🌎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

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.

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

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 …

How Church and State Are Paving the Way For Impact Investing to Go Mainstream - Conscious Company If past Divest-Invest movements are any indicator, a mass movement toward impact investing is on its way soon.

Millennials driving more ethical investing | IOL Personal Finance Socially responsible behaviour is becoming the new normal and is set to drive demand for more responsible investment practices, experts say.

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

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

Why The Ultra-Wealthy Prefer Multi-Family Offices 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.

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

The Appeal Of Family Offices To Successful Family Business Owners 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…

Now anyone can make a difference: Impact Investment Trust set for IPO Impact investing, where investors aim to further social and environmental causes as well as grab a good return, is set to hit the mainstream.

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/

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. …

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

National Geographic Society commits $50 million to impact investing The commitment represents 5% of NatGeo’s $1.2 billion endowment