Advising Family Offices
In the complex realm of wealth management, family offices face the challenge of aligning financial objectives with social impact. Our consultancy offers a comprehensive approach to strategic philanthropy and impact investing, enabling family offices to leverage their wealth as a force for good. By conducting in-depth assessments of family values and investment goals, we guide clients in identifying high-impact opportunities across sectors such as renewable energy, education, and social enterprises. Our expertise ensures that investments not only yield competitive returns but also contribute to meaningful societal change, enhancing the family's legacy while maximizing financial performance.
Advising Impact Funds and Companies
Impact funds represent a transformative shift in investment strategy, focusing on financial performance alongside measurable social and environmental outcomes. We specialize in facilitating connections between impact funds and family offices ready to commit capital to initiatives that align with their values. Our services include market analysis, fund structuring, and impact measurement frameworks, ensuring that funds effectively communicate their value proposition to potential investors. By employing strategic storytelling and data-driven insights, we help impact funds articulate their impact metrics, thus fostering investor confidence and securing commitments for sustainable growth.
Advising Innovators and Advisors
Navigating the expectations of family offices can be a daunting task for founders of purpose-driven startups. Our advisory services equip innovators and their advisors with the technical know-how needed to engage effectively with family office investors. We offer targeted workshops and training sessions focused on the nuances of family office dynamics, including investment criteria, due diligence processes, and relationship management strategies. Participants learn to develop compelling investment propositions and articulate their value propositions in a manner that resonates with family office priorities. By enhancing their understanding of impact metrics and funding structures, we enable founders to secure vital capital while building sustainable partnerships that drive their missions forward.
The Glass Box
How to access Family Office investment capital
Our workshop, The Glass Box, is designed to empower entrepreneurs and consultants with the knowledge and skills necessary to navigate the unique landscape of family office funding. Over four weeks, participants will engage in interactive sessions that cover essential topics, including understanding family office structures, identifying the right investment partners, and crafting compelling pitches that resonate with family office decision-makers. The program combines live workshops, online courses, and real-world case studies to facilitate a comprehensive learning experience.
Throughout the workshop, participants will develop strategies to build and maintain strong relationships with family offices, gaining insights into the due diligence and negotiation processes that are critical for securing funding. With guidance from seasoned professionals who have successfully raised capital from family offices, attendees will leave equipped with actionable tools and a deeper understanding of how to align their business goals with the values of potential investors.
This workshop ultimately aims to bridge the gap between purpose-driven entrepreneurs and family offices, fostering impactful partnerships for sustainable growth.