Kiah Jordan launched Impact Family Office to focus on the alignment of capital resources with an impact strategy. He implements long-term perspectives on the impact of, not only his clients’ balance sheet, but also their succession plans, wealth transfer plans, and philanthropic engagement. An advocate for socially conscious ventures and entrepreneurship, Kiah has volunteered much of his time to help start-ups and organizations benefiting the California Central Coast community. He is a founding board member of the Sustainable Change Alliance and serves as the Chairperson for the Santa Barbara County Food Action Network, a non-profit focused on food access and inequality. Additionally, Kiah has served on the board of the Santa Barbara Rescue Mission for 11 years, was featured in the 2015 Pacific Coast Business Times 40 Under 40, and is an adjunct professor at Westmont College’s program for social entrepreneurship.

Listen to this informative Your Life. Your Legacy. episode with Kiah Jordan as he walks us through his work as a trustee at Impact Family Office. We talk about managing family wealth as a trustee, the dichotomy of wealth as either a tool or a crutch, and how you can help align that wealth between the values of the client and the beneficiary. Money should be helpful, not hurtful, and it is always important to be intentional about the legacy you leave.

Here is what to expect on this week’s show:

·        As a trustee, it is important to understand the values of your clients and their beneficiaries.

·        Transparency on the matter of inheritance and estate plans can be a complicated issue and should be handled case by case.

·        Incentive provisions can be helpful for avoiding an impact on the beneficiaries’ work ethic and/or drive in life.

·        In terms of philanthropic charity, focusing more on community rather than a cause allows for more flexibility between generations.

·        Ritual and ceremony can be effective tools for building emotional connections around charity.

Connect with Kiah:

Kiah Jordan’s Contact Info:

www.impactfamilyoffice.com

Twitter: twitter.com/kiahmjordan

Linkedin: linkedin.com/in/kiahjordan

Facebook: facebook.com/kiahjordan

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