A Differentiated Investment Process
Where Principles Produce Consistent Results
Our consortium collaborates within a clear investment philosophy and mandate allocating capital and using our powerful circles of influence to solve social, financial, and economic challenges. Led by our core principles, we provide transparent, unbiased advisory support grounded in an unwavering commitment to our members.
It has six key phases including: Assessment, Identification, Proposal, Implementation, Increased Results, and Overall Sustainability.
What Trusted Advisor Means To Us
We understand the unique and complex needs of affluent families
Members who work with us benefit from our comprehensive investment capabilities
As trusted advisors, we commit to understanding our member’s needs and aspirations, incorporating those views into customized investment plans while overseeing the greater needs of managing family wealth.
We tailor our service model to best meet each family’s unique needs. Beyond direct consultation with members, we also work with their families, across generations, with their advisors, accountants and attorneys to deliver an integrated service.
Our Value-Based Process
We are pioneering a new process within traditional impact or purpose-based investing
We believe value-based strategies are disrupting the natural path that traditional investment channels used to select for family offices when allocating capital between philanthropic giving and investing.
Our process is designed to give access to best-in-class opportunities and advice that increase investment returns for our partners within opportunities that are environmentally or socially responsible.
Our capabilities include impact, ESG principles and social and shareholder activism or reform.
Examples of investments include environmental, conservation and community development within a wide range of asset classes.
