Wealthy families have the assets, the nimble operations and a growing inclination to shift billions to impact. A U.S. Trust survey last year found that already one in four high net worth individuals own impact investments, up threefold from the year before.
Family Wealth Report, a news and analysis source for the family office and wealth management community, wants to help multi-generational families and their advisors make sense of the growing industry.
The firm will host the Family Wealth Report Impact Summit, a one-day event in New York in October, to explore questions such as “Where should impact sit amid broader strategy discussions?”, “What are the key elements in the impact ‘toolbox’?” and “How do I as an advisor deliver the right insight and expertise?”
ImpactAlpha is excited to be a media sponsor for the FWR Impact Summit on Oct. 11 in New York. Register here. (Attendance is complimentary for qualifying guests at family offices, businesses and foundations, HNW investors, and their advisors.)