Inevitable
A New Framework for Family Offices with Integrated Capital Strategies
Jan 20, 2025
Sharon Schneider, Founder of Integrated Capital Strategies, advises high-net-worth individuals on integrating social impact into their financial strategies. She discusses the shift among younger generations towards ethical investing, particularly in light of climate change. Key topics include distinctions between impact, aligned, and catalytic capital, and how family offices can effectively structure loans for innovative projects. Sharon also shares insights on the evolving fiduciary duties of family offices and emphasizes the importance of aligning investment strategies with personal values.
48:49
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Quick takeaways
- Younger generations of high-net-worth individuals are redefining family wealth by prioritizing values-driven investments that address climate change and social impact.
- Family offices must adapt their strategies by integrating catalytic capital to support innovative financing solutions for impactful projects while considering broader societal interests.
Deep dives
Evolving Family Office Perspectives
Younger generations of high net worth families are increasingly looking to redefine their relationship with wealth, particularly in light of climate change. Many are questioning the traditional goals of growing and preserving family wealth to pass it on, opting instead to focus on values-driven investments that aim for social good. This shift reflects a desire for a more integrated life that aligns impact with financial decisions, prompting family offices to rethink their strategies. As these younger individuals express urgency regarding climate issues, the common practices in the wealth defense industry are beginning to feel inadequate and misaligned with their aspirations.
