Impact investing strategy for family offices

What you get

• Your values made concrete

  An impact thesis and investment criteria that reflect what the family stands for

• Fewer greenwashing surprises

  Clear checks on impact claims of funds and companies before you commit

• The next generation at the table

  Shared language and decision-making that involves younger family members

• The family’s story recorded

  What the family’s capital has changed, recorded for succession and long-term stewardship

• Discreet, alongside your advisers

  Confidential work directly with Jeroen, with impact criteria that fit alongside the financial analysis of your wealth managers

Why we do what we do

Read the film as text

1. We all want to know
2. our place in the world.
3. Thin grey lines join dots into a web.
4. We like to believe that what we do is part of something larger.
5. It is.
6. Together we make our surroundings, our brands, our communities.
7. We shape the work of others, as they shape ours.
8. The web grows dense.
9. We live in one web of cause and consequence.
10. Each path tells a story, part of a larger narrative.
11. A system of meaning.
12. So what is our impact?
13. Whose lives do we touch?
14. What changed? For whom? How much? And what part was ours?
15. Intended or not, for better or worse.
16. Knowing that changes what you do next.
17. A dark line draws a path through the web. Impact management helps you see it, steer it, and use it.
18. A large word: Lead. A purple path runs through the web. Lead with purpose, and fund your mission.
19. A large word: Improve. A green path runs through the web. Learn what doesn’t work and design for better.
20. A large word: Engage. A blue-green path runs through the web. Share your story, and bring others into it.
21. A large word: Account. A blue path runs through the web. State your claim, and prove it.
22. A large word: Discover. A yellow path runs through the web. Find your next impact before it happens.
23. “How do you measure impact?”
24. It sounds hard.
25. It isn’t.
26. It’s not about the how.
27. It’s about
28. Portraits of people fill the screen.
29. A large word: Who.
30. About rights-holders, whose lives are touched.
31. And stakeholders, whose choices shape them.
32. The people stand side by side, at the same height. A wave of colour runs through the web. Every voice, every perspective, equally weighed.
33. The web turns many colours. Pluriform and equivalent.
34. Who determines what.
35. And what determines how.
36. That’s it. No more, no less.
37. We count what can be counted, and listen to the rest.
38. Coloured paths wind across the web. We find the stories that connect the dots, and make sense of the whole.
39. We love our craft:
40. to ask the questions,
41. to measure what matters,
42. and narrate what works.
43. One dark path remains. Let’s reveal your path.
44. The word narrate, with the line: impact in numbers and stories.

What we often hear

• “The next generation wants to invest for impact. As a family we have no shared idea of what that means.”

  We help you run confidential family sessions that surface shared values and translate them into measurable investment criteria

• “Our wealth managers are strong on preserving capital, not on measuring impact.”

  We help you and your advisers add impact criteria and monitoring alongside the existing financial analysis

• “I worry about greenwashing. How do I tell real impact from marketing?”

  We help you set up impact due diligence that tests claims before you invest or donate

• “Family members want to see whether the investments match our values. The reporting stays vague.”

  We help you create an impact report that shows what changes, that the family actually reads, and that stays within the family

• “Our capital sits in investments, a family foundation and direct gifts. The overall picture is missing.”

  We help you build one framework that shows impact across all forms of capital while respecting their different risk and return

What you may be wondering

• Will what we discuss stay within the family?

  Yes. You work directly with Jeroen, and we agree up front what stays confidential.

• Won’t this cut across the work of our wealth managers?

  No. We add impact criteria alongside their financial analysis and work with them where that helps. Managing the assets stays with them.

• How do we know whether a fund really does what it promises?

  We ask where the promise is written down: in the terms, the reporting or the fund’s governance. We test claims before you invest, and we say so when the evidence is thin.