Impact Investing & Philanthropy for Family Offices.
Key stewardship concepts & tools for ultra-high net worth families and their family offices.

This course contains the use of artificial intelligence. We used A.I. to ensure smooth reading of the extensive notes for each slide. Many slides will however require that you pause the video and read quietly. Our fully-scripted notes are also provided as a PDF, which can be read as a booklet of the entire course.

This course was designed for families and professionals who believe that wealth carries responsibility, and that thoughtful governance can shape a better future. Whether you're just beginning to explore impact strategies or refining a long-standing philanthropic vision, we hope you’ll find this course both practical and inspiring.

We’ve integrated real-world case studies, strategic frameworks, and reflection prompts to help you apply these concepts in your own context.

This is the Agenda for our course on Impact Investing & Philanthropy for Family Offices.

1. The Evolving Mindset of Philanthropy

• From transactional giving to “moonshot” philanthropy

• Generational shifts and values-based stewardship

• Internal family dynamics and legacy alignment

From transactional giving to “moonshot” philanthropy

Generational shifts and values-based stewardship

Internal family dynamics and legacy alignment

2. The Blended Capital Approach

• ESG integration and sustainable investment spectrum

• Blended finance: combining philanthropy with market returns

• Case studies and portfolio construction strategies

ESG integration and sustainable investment spectrum

Blended finance: combining philanthropy with market returns

Case studies and portfolio construction strategies

3. Grant-Making Trends

• Restricted vs. unrestricted funding models

• Navigating public scrutiny and risk aversion

• Best practices for transparency and impact measurement

Restricted vs. unrestricted funding models

Navigating public scrutiny and risk aversion

Best practices for transparency and impact measurement

4. Collaboration and Scaling

• Strategic partnerships between families and corporates

• Scaling social innovations through joint action

• Frameworks for synergistic impact and moonshot initiatives

Strategic partnerships between families and corporates

Scaling social innovations through joint action

Frameworks for synergistic impact and moonshot initiatives

5. Governance & Future-Proofing the Family Legacy

• Family governance structures and succession planning

• Stewardship principles and intergenerational engagement

• Aligning investment policy with values, beliefs, and principles.

Family governance structures and succession planning

Stewardship principles and intergenerational engagement

Aligning investment policy with values, beliefs, and principles.

Enjoy our course!

And do not forget to take the MCQ at the end of the course.