How we can assist your family in developing your full sustainability legacy

A full, bespoke plan that will help analyze and guide your family on how to become more sustainable. This is a “no judgement” plan which helps to educate and advise versus the pressuring the path to action from guilt. UHNW families have the resources to enjoy the bounty of their hard work. How to make their desires more socially responsible and sustainable is the goal.

Project based consulting on sustainability issues can be provided to both families and family businesses on a bespoke basis. Engagements related to a private family business sustainability assessment or plan would come into this category.

Philanthropic evaluations can be conducted, on behalf of your family, to ensure that the organizations that they support are also themselves being sustainable.

Trustees have a fiduciary duty to their beneficiaries. In addition to making decisions to benefit the trust, they must also consider the short, medium and long-term risks of those decisions. Families can take comfort in knowing their trustee is managing the assets of the trust in a manner that is consistent with the wishes of the settlor and protecting the investments.

Common complaints regarding the current state of ESG is that, as with any new technology or innovation, there is a lack of trust due to the initial phase of overexuberance – in this case, greenwashing. Once the industry and public truly understand the implication and importance of sustainability, those who are merely using ESG as marketing and sales driver are being accused of deceptive practices. For example, it can be intent versus reality where structures such as funds intended on committing to ESG practice but find it increasingly difficult to find suitable targets or create alpha. Scope creep then enters, making performance and returns higher priority than the values of the fund.

Families want to speak to other families and experts who have the same values and interests. Through events and other technological solutions, members of the community will be invited to share ideas, co-invest and push innovation within their areas of interest.