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Natalie Roth
Trust Accountant at Impact Family Office
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Work Experience
Trust Accountant
Mar 2020 - Present · 4 years and 9 months
.
Controller
Oct 2018 - Present · 6 years and 2 months
Staff Accountant
Mar 2016 - Present · 8 years and 9 months
Company Details
2-10 Employees
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.
Year Founded
2016
Social Media
Linkedin
Industry
Financial Services
HQ Location
Coast Village Circle Santa Barbara, California 93108, US
Keywords
Impact StrategyFamily Office ServicesImpact InvestingFinancial ConsultingPhilanthropyMulti-Family OfficeIndependent TrusteeTrustee
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