Heidi Cougoule, Ces™ Email & Phone Number

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… Show more 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. Show less

Goleta

Lacumbre Branch

Bachelors Of Science, Business Administration

Certified Estate And Trust Specialist™

A Certified Estate and Trust Specialist™ is an educated, experienced and qualified professional committed to the well being of you, your.