Impact Family Office

Impact Family Office is an impact-focused, collaborative multi-family office based in Santa Barbara, California. The firm serves as guides, advisors, and trustees, assisting high-net-worth individuals, families, and estates in the decision-making, management, and deployment of their financial resources. Their core mission is to steward financial resources for positive impact across generations, aligning clients' values and goals with their finances, encompassing investments, spending, and philanthropy. They emphasize that every financial decision has the potential to affect not only the family but also the greater community and the world, aiming to build a legacy for good.

Founded in 2018 by Kiah Jordan, Impact Family Office was established to advise clients on aligning their capital resources with an impact focus. Kiah Jordan, a Certified Financial Planner™ and Licensed Professional Fiduciary, brings a holistic planning perspective to personal finances and business operations. The firm operates with a unique approach, offering services like the "Bus Book™," a comprehensive overview of a client's financial standing and estate directive, and acting as independent trustees. They are a certified B-Corporation, committed to considering the impact on people and the planet in all business decisions, and pledge to donate at least 20% of their net income to nonprofits.

While Impact Family Office does not directly manage assets under management (AUM), they provide advisory services for various asset classes, including private equity, venture capital, and real estate, guiding clients toward impact-aligned investments. Their expertise extends to real estate assets, family businesses, and private foundations. The firm's board of advisors includes notable figures such as Tom Bird, an impact investor with experience in early-stage impact firms, and Jessica Jackley, a social entrepreneur best known as the founder of Kiva.

The team at Impact Family Office, led by Kiah Jordan, includes professionals like Alexa Colón (Client Services Manager), Keith Cobell (Senior Family Office Advisor), Joey Rodgers (Asset Manager), and Heidi Cougoule (Client Services Manager), among others. They are committed to serving clients in their local communities, with over 75% of their clientele based in the geographic regions where the team lives and has a significant network. The firm also partners with local nonprofits such as Sustainable Change Alliance, White Buffalo Land Trust, and the Santa Barbara Food Action Network.