At Impact Family Office, we serve as guides, advisors, and trustees to assist in the decision-making, management, and deployment of financial resources.
Keith comes to Impact Family Office with over 20 years of experience helping families and their closely-held businesses maximize impact through strategic philanthropy and social-impact initiatives. From private family foundations to social enterprises to corporate philanthropy, Keith has become a key, trusted partner to families committed to using their resources and assets to impact the world in transformative ways.
Services
Trustee, Trustee - Successor, Trustee - Co-Trustee, Family Office Advisor, Estate Executor / Administrator
Types of Trusts / Specialties
Businesses in Trusts, Real Estate in Trusts, California Licensed Professional Fiduciary
Accepts Trusts/Business in Other States