Impact Family Office

Overview

The firm serves a select group of high-net-worth individuals, families, and estates. It reports no assets under management and offers a collaborative approach to coordinating financial, investment, estate, and philanthropic decisions. (Our Services)

Leadership

Kiah Jordan is Founder and President. The team also includes Alexa Colón, Director of Client Services & Operations, and Keith Cobell, Senior Family Office Advisor. (About Us)

Services

Impact Family Office may coordinate legal, investment, accounting, and insurance professionals; provide asset management and investment oversight; and offer financial analysis, coaching, and consulting. Its services may also include impact investment policy development, social enterprise consulting, bookkeeping, and accounting. (Our Services)

The firm provides independent trustee services, including executing estate plans and maintaining relationships with beneficiaries. Its Bus Book™ service creates a comprehensive snapshot of a client’s financial standing and estate balance sheet for trustees and executors. (Our Services)

What the firm offers

• Investment management
• Estate planning
• Trust and fiduciary
• Philanthropy
• Administration and bill pay
• Risk and insurance

Client Focus

Impact Family Office works with a select client group and reports that more than 75% of its clients are based in the geographic regions where its team lives and works. This regional presence supports relationship-centered guidance tailored to each client’s circumstances, values, and long-term priorities. (About Us)

Approach

The firm says its approach aligns clients’ values and goals with the sources and uses of their finances, including investments, philanthropy, succession planning, and wealth transfer. Its mission emphasizes positive impact across generations through education, careful decision-making, and strategic execution. (About Us)

The company identifies itself as a certified B Corporation and says it has committed to donating at least 20% of net income to nonprofits. (About Us)

Assets and Minimums

Impact Family Office reports no assets under management. Its published fiduciary rate schedule lists a professional trustee fee of 0.5% of gross estate value, with a $12,000 minimum annual fee. (Our Services)

FAQs

Related resources

• LocationMultifamily offices in Santa Barbara

  This regional guide helps families and business owners compare multi-family office options serving Santa Barbara and nearby communities. It provides context for considering services such as investment management, estate planning, philanthropy, administration, and risk planning when evaluating a firm for several generations.

• Network siteEstatePlanner.com

  EstatePlanner.com offers practical guides on wills, trusts, and related estate decisions. A reader can use these materials to prepare questions about trust and fiduciary services, estate planning, family education, and how financial resources may be directed across generations.

• GuideMFO vs SFO vs virtual family office

  This comparison explains how multi-family offices differ from single-family offices and virtual family offices. It can help a business owner or wealthy family consider which structure fits needs such as investment oversight, bill payment, philanthropy, fiduciary work, and ongoing family coordination.

• GuideThe annual MFO review

  The annual MFO review outlines topics families may revisit as circumstances change, including investments, spending, insurance, estate documents, and philanthropic priorities. It gives prospective clients a framework for discussing regular reviews and decision-making with a multi-family office serving as guide, advisor, or trustee.

• Similar firmsConfluence Capital Advisors, LLC
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  Profiles of Confluence Capital Advisors, Andina Capital Management, and Arrowroot Family Office offer additional points of comparison among firms listed on this site. Reviewing their services, client focus, and locations can help a family or business owner clarify which capabilities matter alongside investment management, fiduciary, and administrative support.

Sources

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.