We believe environmental, social and governance (ESG) are best achieved when family-defined values are combined with their investment and philanthropic ambitions. We support families with personalized, end-to-end solutions for their ESG journey.
How can we help
We work with families to define their values, vision, mission and decision criteria, creating a plan that inspires and implementable.
Families would like to know how their investment portfolio and philanthropic activities align with their values. A robust evaluation framework can help assess the extent to which this can be achieved.
Learning and development
We help families navigate the changing landscape of ESG with insight about leading practices and their practical application.
Governance and operations
We help families understand the governance they need and provide administrative support, such as a defined operating plan, policies and procedures, internal and external reporting, ESG due diligence on deals etc.
SRI, ESG and impact investing
We help families interested in investing for impact to understand the responsible investment spectrum from negative screening, social responsible investing (SRI) and environmental, social and governance (ESG), to the market rate of impact investments.