New Family Offices – Doing Well by Doing Good

Partner Content Provided by Day Pitney

For centuries, families of wealth have invested in the public good by contributing assets, time and expertise to
charitable organizations. In addition to traditional philanthropy, the next generation of family leaders is seeking
to combine their commitment to societal and environmental stewardship with their desire to generate financial
returns. For these “impact investors” who are investing with the goal of generating positive and meaningful
social and/or environmental impact; success is measured by reference to both financial metrics and more
personal determinations of value. The concept is simple: do well while doing good. However, implementing an
effective impact investment strategy is challenging, time-consuming and often requires an extremely long-term
investment outlook. These challenges are heightened by shifts in public policy and the regulatory environment
in which mission driven companies operate.

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