Impact Family Office

Impact Family Office is a Santa Barbara-based multi-family office specializing in helping high-net-worth individuals and families align their financial resources with their values and goals. They provide a range of services including independent trustee services, family office services, and a unique project-oriented service called the Bus Book™. Their mission is to steward financial resources for positive impact across generations through education, careful decision-making, and strategic execution.

Impact Family Office is committed to ethical and transparent practices, being a certified B-Corporation and donating at least 20% of their net income to nonprofits. They also emphasize building strong relationships with clients and providing honest advice. Their team of experienced professionals brings diverse expertise in areas like finance, real estate, estate planning, and philanthropy.

Impact Family Office does not provide information about job flexibility on their website or in their job postings.

Impact Family Office is committed to the well-being of their employees and provides a comprehensive benefits package. They offer a competitive salary, paid time off, and a generous health insurance plan that includes medical, dental, and vision coverage. They also offer a 401(k) retirement savings plan with an employer match, demonstrating their commitment to long-term employee financial security. Additionally, they provide opportunities for professional development through continuing education, allowing employees to enhance their skills and advance within the company.

Impact Family Office is a mission-driven multi-family office committed to helping high-net-worth individuals, families, and estates align their financial resources with their values and goals. They focus on creating intentional impact strategies that prioritize long-term positive change for their clients' families, communities, and the world. They offer a range of services, including independent trusteeship, family office management, and the unique "Bus Book" service, which provides a comprehensive snapshot of a client's financial standing and estate balance sheet. Impact Family Office is dedicated to transparency and ethical practices, ensuring that all financial decisions are made with integrity and purpose.

Impact Family Office cultivates a culture of integrity, transparency, and collaboration, prioritizing impact-driven decision-making. This is evident in their commitment to social responsibility, demonstrated through their B-Corporation certification, carbon offsetting practices, and employee volunteer initiatives. They prioritize building strong relationships with clients, fostering open communication and trust, and encouraging a collaborative approach to managing financial resources for the benefit of both individuals and the greater community.

Impact Family Office is committed to diversity, equity and inclusion in all aspects of its business. They are a certified B-Corporation, which means they meet the highest standards of verified social and environmental performance, public transparency, and legal accountability to balance profit and purpose. They are also a WeVow Charter Member and offset their carbon emissions each year. These commitments demonstrate their commitment to creating a workplace that is inclusive and equitable for all employees and clients. They are proud to partner with organizations that share their values of inclusivity and are actively working to create a more diverse and equitable society.