Impact Investing for Family Offices

Family offices are increasingly seeking to invest family wealth to both achieve financial returns and build a social legacy that aligns with their deeply held values. Impact investing presents opportunities for family offices to use these assets to make a positive difference in the world.

Please join us for an hourlong virtual panel on the practical and compliance issues associated with impact investing by family offices and their related foundations.

TOPICS WILL INCLUDE

• The impact investing landscape
• Fiduciary issues and conflicts of interest
• Co-investing and compliance with the self-dealing and excess business holdings rules applicable to private foundations
• Environmental, social, and governance (ESG) investing, including ESG due diligence and “greenwashing” claims
• Navigating regulatory concerns
• Fund investments and negotiated terms for investment structures