Leadership & Impact Investing Report

I’m thrilled to unveil a collaborative venture close to my heart—a groundbreaking white paper on impact investing.

Family Offices serve as unique strategic, long-term investors, and the statistics in our whitepaper reveal the increase in impact investing within the sector. For clients seeking funding for impact opportunities, it is important to align with a family’s core values and objectives, ensuring a mutually beneficial and value-driven partnership.

It’s encouraging to see the rise of NextGen Family Office leaders in impact investing as I see it as a unifying force for families, aligning shared values and collective pursuits. One of the biggest challenges facing Family Offices is the complexity of generational wealth transfer, as indicated by the significant failure rate in maintaining wealth across generations. This situation emphasizes the importance of involving younger family members in investment decisions, particularly in areas they may not naturally gravitate toward. Impact investing offers a solution, bridging traditional and emerging interests, and expanding the range of viable investment opportunities.

In collaboration with Ryan Austin, CEO of Arondight Advisors, we’re privileged to bring forth this white paper. This white paper is more than just about impactful investment strategies; it embodies our collective dedication to uplifting the Family Office landscape.

As Reid Hoffman, the co-founder of LinkedIn, famously said, ‘No matter how brilliant your mind or strategy, if you’re playing a solo game, you’ll always lose out to a team.’ These words perfectly encapsulate the strength and effectiveness of our collaborative efforts.