At Impact Family Office, we serve as guides, advisors, and trustees to assist in the decision-making, management, and deployment of financial resources.
We believe every financial decision–investment, spending, philanthropic–has the potential to affect, not just your own family and livelihood, but the greater community and even the world. There is both a responsibility and a privilege within this truth. Our approach with clients is to build an intentional impact strategy that purposefully aligns your financial resources with your priorities and values, building a legacy for good.

Services

Accepting New Clients

Yes

Accepts Trusts/Business in Other States

Yes

Services Offered

Trustee, Trustee - ILIT, Trustee - Successor, Trustee - Co-Trustee, Trust Protector, Family Office Advisor, Estate Executor / Administrator

Types of Trusts / Specialties

Businesses in Trusts, Real Estate in Trusts, California Licensed Professional Fiduciary, Alternate Assets

Contact Kiah

1224 Coast Village Circle, Suite 11 Santa Barbara, California 93108

Send an email to Kiah

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