At Impact, we offer a range of wealth management services, including investment management,
estate planning, philanthropic giving, and family governance. Our investment services are focused on impact investing opportunities across various sectors, including renewable energy, sustainable agriculture, affordable housing, and community development.
We understand that each family has unique needs and priorities, which is why we offer tailor solutions that meet their specific goals. Whether you are looking to grow your wealth, plan for the future, or make a positive impact in the world, Impact has the expertise and experience to help you achieve your goals.
We invite you to explore our website to learn more about our services, impact investing opportunities,
and the values that guide our work. If you have any questions or would like to schedule a consultation,
please don't hesitate to contact us. We look forward to working with you to achieve your financial and social objectives.


Investment Management

Our investment management services are designed to help our clients achieve their financial objectives through a diversified portfolio of impact investments. We specialize in impact investing opportunities across various sectors, including renewable energy, sustainable agriculture, affordable housing, and community development.
Our investment process is rigorous and thorough, and we employ a range of quantitative and qualitative analysis techniques to identify investment opportunities that align with our clients' values and financial goals. We also use our deep knowledge of the impact investing landscape to help our clients navigate this complex and rapidly evolving field.

Estate Planning

At Impact, we understand that estate planning is an important part of wealth management. We work closely with our clients to develop comprehensive estate plans that ensure their assets are distributed according to their wishes and minimize the tax burden on their heirs.
Our estate planning services include will and trust drafting, asset protection, tax planning, and charitable giving strategies. We also help our clients navigate the complex legal and financial issues associated with estate planning, so they can be confident that their wishes will be carried out.

Philanthropic Giving

We believe that philanthropic giving is a powerful way to create positive social impact. Our philanthropic giving services are designed to help our clients develop effective giving strategies that align with their social values and financial goals.
We work closely with our clients to identify causes and organizations that align with their values, and to develop customized giving strategies that maximize the impact of their donations. We also provide guidance on tax-efficient giving strategies, so our clients can make the most of their charitable contributions.

Family Governance

We understand that managing wealth across generations can be challenging. Our family governance services are designed to help our clients develop effective governance structures that promote family unity and ensure the continuity of their legacy.
Our family governance services include family meetings, education and training programs, and succession planning. We work closely with our clients to develop customized governance structures that reflect their unique needs and priorities, and that promote long-term family harmony.

Tailored Services

At Impact, we recognize that each family has unique needs and priorities. That's why we offer tailored services that are designed to meet the specific goals and objectives of each of our clients.
Our tailored services include customized impact investment strategies, wealth transfer planning, and specialized philanthropic giving strategies. We work closely with our clients to understand their unique circumstances and develop customized solutions that align with their values and financial objectives.

What is impact investing?

Impact believes in using our resources to drive positive change in the world while also generating financial returns for our clients. As an impact family office, we are committed to using our investment strategies to address pressing social and environmental challenges that face our world today. Our impact assessment process ensures that we remain accountable to our clients and stakeholders while staying true to our values and priorities.
Our process for impact assessment begins with identifying the social and environmental issues that we aim to address through our investments. We work with our clients to define the impact objectives that align with their values and priorities. These objectives are translated into specific metrics that we use to measure progress towards our impact goals.
We use a variety of metrics to evaluate our impact performance. For example, we assess the environmental impact of our investments by measuring greenhouse gas emissions, water usage, and waste generation. We also look at social impact indicators, such as job creation, employee well-being, and community engagement. In addition to these metrics, we use the United Nations Sustainable Development Goals (SDGs) as a framework to evaluate the impact of our investments.

Here are some of the tools and techniques we use to assess the impact of our investments:

Social Return on Investment (SROI) Analysis: This is a widely-used method for measuring the social, environmental, and economic impact of an investment. It takes into account both the financial return on investment (ROI) as well as the social return on investment (SROI), which includes the social and environmental benefits created by the investment.
Environmental, Social and Governance (ESG) Metrics: These metrics are used to evaluate the sustainability and ethical impact of an investment. They can include factors such as carbon emissions, labor standards, and board diversity.
Impact Measurement and Management (IMM): This is a comprehensive framework for measuring and managing impact, including setting impact goals, designing impact measurement systems, and using the results to improve performance.
Beneficiary Assessment: This involves gathering feedback directly from the individuals or communities that are meant to benefit from an investment. This helps us to better understand the impact our investments are having on people's lives.
Impact Reporting: We regularly report on the impact of our investments to our clients and stakeholders. This helps to demonstrate our commitment to transparency and accountability, and to show the positive outcomes that our investments are generating.
By using these tools and techniques, we are able to assess the impact of our investments in a rigorous and systematic way. This allows us to continuously improve our investment strategies, and to generate positive social and environmental outcomes for our clients and the wider community.