Impact investing has already gained a lot of attention among younger generations as a way to foster positive social or environmental change. Affluent families and famly offices are taking note and many are centering their strategy around ESG (Environmental, Social and Governance) investments and/or investing into impact oriented funds or directly into impact companies rather than traditional philanthropy. This month, we share resources that unpack what this means and how you can incorporate these strategies for yourself.

We want to help you keep your family legacy growing and thriving for future generations. Our in-house podcast with Grant Conroy discusses the meaning of impact investing and the different paths available within that space. As a bonus, you will not want to miss our Wealth Education Self-Assessment to test your knowledge, offered for free below! 

A survey of private clients and family office indicates that a significant portion of ultra-high-net-worth individuals (UHNWs) plan to increase their allocation to sustainable and ethical investments with half of those considering environmental and social impacts in their investment decisions. The primary motivation for three quarters of impact investors is to make the world a better place. Get the full survey insights below!