Family Offices

MeetingIf you want to transition your family office to values-based investments, we have been helping families collectively clarify an Investment Social Policy that reflects social and environmental priorities and shared ideals for many years. We can either directly manage a portfolio of sustainable, responsible, and impact investments using separate account managers, mutual funds, social venture and private debt and equity funds, start-up companies, and community development financial institutions, or we can work on retainer as consultants to make recommendations and monitor investments across all asset classes to professionals working with families. We have access to innovative deal flow, and our unmatched knowledge of the breadth and depth of social and environmental criteria used by money managers makes us well-suited to match family office interests with suitable investment opportunities.

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