Our Services
Impact Family Office is an impact-focused, collaborative multi-family office with no assets under management. We are committed to providing honest advice and transparent operations through clarity of all third-party relationships and conflict-free financial transactions. All of our services are oriented around one common goal: intentional, purposeful, value-driven impact.
Independent Trustee
As independent trustees, we serve with expertise and integrity, executing the estate plans and emphasizing the value of the relationship with the beneficiaries.
Family Office
Family office client engagement encompasses a comprehensive suite of services and involvement in the client's financial life that may include some or all the following:
Coordination of legal, investment, accounting, and insurance professionals, etc.
Asset management and investment oversight
Financial analysis, coaching, and consulting
Impact investment policy statement development and corporate social responsibility
Social enterprise formation and structural consulting
Bookkeeping and accounting services
Bus Book™
If you were hit by a bus tomorrow, what would be the state of your financial affairs?
This question is the driver behind our unique, project-oriented service: the Bus Book™. It is compiled to serve as a comprehensive snapshot of a client’s financial standing and estate balance sheet that can be used by trustees and executors should the need arise.
Fiduciary Rate Schedule
Professional Fiduciary (Trustee) Fee: 0.5% of Gross Value of Estate
Minimum annual fee of $12,000
Post-Death Trust Administration 0.5% of Gross Value of Estate
Minimum annual fee of $25,000; Fees calculated annually.
In addition to statutory fees, pursuant to Probate Code §10801, extraordinary fees calculated hourly can be submitted for services such as tax issues, real property sales, and claim litigation, and are subject to court approval.
Professional Fiduciary hourly rate range $300 – $395 per hour
Administrative Staff hourly rate range $125 – $250 per hour
Real estate sales 1% of market value of the sales price of the property
In general, the purpose of estate planning is to avoid assets going through probate. In some cases, either by accident or by strategic design, probate may be necessary. Statutory probate fees are dictated by the California Probate Code under 10800: Compensation of Personal Representative.
Services offered to clients for non-fiduciary services are determined by the scope of work and responsibilities outlined in the Consulting Agreement at the time of engagement.