ADVENTUM IMPACT
Guiding families and their impact to new heights
"Life is either a daring adventure or nothing at all." - Helen Keller
Adventum Impact is a boutique advisory firm that guides high-net-worth families and individuals in creating meaningful, legacy-driven impact through philanthropy, business leadership, and values-aligned investing. Rooted in the concept of “ascending in discovery,” Adventum believes that stewarding wealth with purpose is not just a responsibility - but a journey toward deeper fulfillment and lasting significance.
OUR SERVICES
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
​“Each fresh peak ascended teaches something.” Sir Martin Conway
Adventum Impact has been an excellent guide for our family philanthropy – helping us
think about our giving and how to make it impactful in our family and in the world. We’re also very thankful how Keith continues to provide valuable executive-level management services to our biggest grantee to help it be even more impactful.
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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