Impact Family Office

Certified B Corporation
Headquarters

California, United States

Certified Since

July 2021

Industry

Other professional, scientific & tech

Sector

Service with Minor Environmental Footprint

Operates In

United States

Impact Family Office is an impact-focused, collaborative multi-family office with no assets under management. We provide clients with customized services based on the belief that all financial decisions create an impact on families, communities, and the world. We guide the development of a purposeful impact strategy that can create intentional alignment of capital resources with values. We serve as guides, advisors, and trustees to assist in the decision-making, management, and deployment of financial resources. We are committed to providing honest advice and transparent operations through clarity of all third-party relationships and conflict-free financial transactions.

Overall B Impact Score

Based on the B Impact assessment, Impact Family Office earned an overall score of 86.4. The median score for ordinary businesses who complete the assessment is currently 50.9.
86.4
86.4 Overall B Impact Score
80 Qualifies for B Corp Certification
50.9 Median Score for Ordinary Businesses

Governance 16.8

Governance evaluates a company's overall mission, engagement around its social/environmental impact, ethics, and transparency. This section also evaluates the ability of a company to protect their mission and formally consider stakeholders in decision making through their corporate structure (e.g. benefit corporation) or corporate governing documents.

Mission & Engagement2.7
Ethics & Transparency4.0
+ Mission Locked10

What is this? A company with an Impact Business Model is intentionally designed to create a specific positive outcome for one of its stakeholders - such as workers, community, environment, or customers.


Workers 18.7

Workers evaluates a company’s contributions to its employees’ financial security, health & safety, wellness, career development, and engagement & satisfaction. In addition, this section recognizes business models designed to benefit workers, such as companies that are at least 40% owned by non-executive employees and those that have workforce development programs to support individuals with barriers to employment.

Financial Security7.6
Health, Wellness, & Safety0.0
Career Development4.6
Engagement & Satisfaction6.4

Community 35.5

Community evaluates a company’s engagement with and impact on the communities in which it operates, hires from, and sources from. Topics include diversity, equity & inclusion, economic impact, civic engagement, charitable giving, and supply chain management. In addition, this section recognizes business models that are designed to address specific community-oriented problems, such as poverty alleviation through fair trade sourcing or distribution via microenterprises, producer cooperative models, locally focused economic development, and formal charitable giving commitments.

Diversity, Equity, & Inclusion8.9
Economic Impact7.1
Civic Engagement & Giving3.1
+ Designed to Give13.8

What is this? A company with an Impact Business Model is intentionally designed to create a specific positive outcome for one of its stakeholders - such as workers, community, environment, or customers.


Environment 12.2

Environment evaluates a company’s overall environmental management practices as well as its impact on the air, climate, water, land, and biodiversity. This includes the direct impact of a company’s operations and, when applicable its supply chain and distribution channels. This section also recognizes companies with environmentally innovative production processes and those that sell products or services that have a positive environmental impact. Some examples might include products and services that create renewable energy, reduce consumption or waste, conserve land or wildlife, provide less toxic alternatives to the market, or educate people about environmental problems.

Environmental Management4.2
Air & Climate4.1
Water0.3
Land & Life3.5

Customers 3.1

Customers evaluates a company’s stewardship of its customers through the quality of its products and services, ethical marketing, data privacy and security, and feedback channels. In addition, this section recognizes products or services that are designed to address a particular social problem for or through its customers, such as health or educational products, arts & media products, serving underserved customers/clients, and services that improve the social impact of other businesses or organizations.

Customer Stewardship3.1


Previous Overall B Impact Scores

2021 Overall B Impact Score86.4

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