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 and deploy, trusts to administer, and governance to uphold across generations. Through Adventum Impact, I unify these diverse needs under one trusted relationship. I provide the clarity, continuity, and disciplined stewardship required to protect your family’s interests and advance your legacy.
SERVICES
Independence is my advantage. I 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, my role is clear: to safeguard your family’s wealth and advance your legacy with integrity.
Philanthropy Leadership and Advising
I 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, I act as your guide, partner, and sounding board.
My work goes beyond grantmaking - I help you define purpose, clarify priorities, and measure outcomes so your giving has lasting impact. I also facilitate important family conversations, ensuring everyone’s voice is heard and aligned with a shared mission. At every step, I 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
I 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, I act as trusted advisors and embedded operators.
My role is to preserve your business's core values while freeing your family to focus on what matters most: legacy, lifestyle, or new ventures. I 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 Fiduciary & Independent Trustee
To me, trusteeship is more than an administrative role - it’s the safeguard of your family’s vision and the bridge between intention and enduring impact.
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As a California Licensed Professional Fiduciary, my independent trustee services give families what corporate trustees often can't: a trusted, accountable individual who brings genuine judgment, personal continuity, and principled oversight to every engagement. I help families safeguard wealth, honor the grantor's intent, and advance legacy-driven missions across generations.
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Whether serving as successor trustee, stepping in during a contested or complex administration, or navigating sensitive family dynamics, I combine professional rigor with the discretion and humanity these situations demand.
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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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I work with adventurous families, individuals, and organizations that aspire to reach new heights in their impact. ​If that describes you, let's talk.
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