Impact Family Office 1224 Coast Village Circle, Santa Barbara, CA 93108

Impact Family Office is a finance institution located at 1224 Coast Village Circle in Santa Barbara, California, United States. We believe in the power of financial decisions to make a positive impact not only on your family and livelihood, but also on the broader community and the world. With a sense of responsibility and privilege, we work with our clients to create intentional impact strategies that align financial resources with their priorities and values, creating a lasting legacy for good.

At Impact Family Office, we offer a unique onboarding service called the Bus Book™, which provides a comprehensive overview of a client's financial standing and estate directive. Our customized suite of services and relationship coordination ensures that our clients' financial resources are aligned with their lifestyle and values for maximum impact.

As independent trustees, we serve our clients with expertise and integrity, executing estate plans and emphasizing the value of relationships with beneficiaries. Our team, including Cathy Clark, Jed Emerson, and Ben Thornley, are committed to values that matter both personally and professionally.

To learn more about Impact Family Office, please contact us at (805) 699-5424 or visit us on LinkedIn and Twitter. We are proud to serve the Santa Barbara, California community with our specialized finance services.