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

Accepting New Clients

Accepts Trusts/Business in Other States


Contact Keith

1224 Coast Village CircleSuite 11Santa Barbara, 93108

Send an email to Keith

This field is hidden when viewing the form
This field is hidden when viewing the form

By submitting this form, you may receive communications via email from ITA. We promise your data will not be sold or used in any way other than to communicate directly with you. View our privacy policy.