Impact Investing: Frameworks for Families

Overview

What do people really mean when they talk about “impact investing?” Why do people make impact investments, and how do they do it? What counts, and what doesn’t? This primer provides family enterprises with clear explanations of the “why,” “how,” and “what” of impact investing. Whether families are just dipping their toes in the water, or ready to dive in, families can make more impact investments more effectively. Every family investment entity, whether it is collectively or individually owned, taxable or tax-exempt, will have its own specific needs and constraints that shape how a family makes impact investments.

Advisor Thinking