ADVENTUM IMPACT
Guiding your wealth and purpose to new heights
Trusted Stewardship for Wealth, Business, and Legacy
Families face growing layers of responsibility - enterprises to manage, wealth to safeguard, philanthropy to direct, and governance to uphold across generations. Adventum Impact unifies these diverse needs under one trusted relationship. We provide the clarity, continuity, and disciplined stewardship required to protect your family’s interests and advance your legacy.
SERVICES
At Adventum Impact, independence is our advantage. We serve families without conflicts of interest, bringing executive-level experience and fiduciary discipline to every decision. Whether guiding philanthropic strategy, managing a business enterprise, or acting as a professional independent trustee, our role is clear: to safeguard your family’s wealth and advance your legacy with integrity.
Philanthropy Leadership and Advising
We help families align their wealth with their values through thoughtful, strategic philanthropy. Whether you're just beginning your giving journey or stewarding a multigenerational foundation, we act as your guide, partner, and sounding board.
Our work goes beyond grantmaking—we help you define purpose, clarify priorities, and measure outcomes so your giving has lasting impact. We also facilitate important family conversations, ensuring everyone’s voice is heard and aligned with a shared mission. At every step, we aim to make philanthropy a source of meaning, connection, and joy for your family.
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Philanthropic visioning, strategy development, and governance design
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Family facilitation around values, purpose, and legacy
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Grant portfolio design and evaluation
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DAF, foundation, and charitable vehicle setup and administration
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Succession planning and ongoing coaching for the next generation of your family enterprise
Business Management Services
We step into the day-to-day and long-term needs of your family’s operating businesses with professionalism, discretion, and clarity. Whether you need strategic oversight, leadership transitions, or someone to help make the right hires and processes stick, we act as trusted advisors and embedded operators.
Our role is to preserve your business's core values while freeing your family to focus on what matters most—legacy, lifestyle, or new ventures. We bring structure, insight, and a steady hand to complex family enterprises.
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Interim leadership or embedded executive support
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Strategic and operational assessments of existing businesses
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Hiring, training, and team development for family-owned companies
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Governance design, reporting cadence, and owner oversight systems
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Financial planning, budgeting, and KPI tracking for operations
Professional Independent Trustee
At Adventum Impact, trusteeship is more than an administrative role - it’s the safeguard of your family’s vision and the bridge between intention and enduring impact. Our independent trustee services provide the clarity, continuity, and stewardship needed to ensure your legacy thrives across generations.
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Our Professional Independent Trustee Services, led by a licensed professional fiduciary, provide families with the clarity, integrity, and disciplined oversight needed to safeguard wealth, honor intent, and advance legacy-driven endeavors across generations.
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Trustee
- Estate and Trust Administration
- Agent under Power of Attorney
- Executor
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Fiduciary Fee Schedule
​“Each fresh peak ascended teaches something.”
Sir Martin Conway
Adventum Impact has been an excellent guide for our family endeavors – providing valuable executive-level management services to our biggest grantee, and helping us think about our giving and how to make it impactful in our family and in the world.
Sherman and Cheryl Balch
Balch family philanthropy
CONTACT
​Email
Phone
805.364.3190​
1224 Coast Village Circle, Suite 11
Santa Barbara, CA 93108
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We work with adventurous families, individuals, and organizations that aspire to reach new heights in their impact. ​If that's you, let's talk.
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