26 April, 2021

Investing for a Legacy

Family Officers have been increasingly focused on sustainability as a measure of risk management.  Companies that are serious to adhering to ESG guidelines tend to be less exposed to political risk, liabilities, and other risks such as litigation for pollution, for example. 

Additionally, people who have substantial funds are no longer investing merely for a return, but as part of legacy planning, they want to drive positive change in the world.  They are putting their money in projects they believe in, in companies with values they share, in places they have some sort of attachment to.




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