Impact Investing for Family Offices

Wednesday, May 22, 2024
12:00 PM - 01:00 PM Eastern Daylight Time
09:00 AM - 10:00 AM Pacific Daylight Time

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.


  • 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