Purpose-Driven Impact

“Money moving in the direction of our highest commitments nourishes our world and ourselves.”
— Lynne Twist, The Soul of Money

Aligning impact investing with values, purpose, and legacy.

Do you oversee a trust, head a family office, or guide a foundation? Are you seeking to articulate a purpose-driven vision to align wealth and resources with your most meaningful objectives?

Through purpose-driven conversations and guided reflections, we shape shared vision, clarify values, define stewardship philosophy, and identify priority impact areas. This work is the framework for values-aligned decision-making, conscious investment, and strategic philanthropy to share with your financial advisors.

Throughout the journey, families and organizations can harmonize cross-generational vision and values to create an enduring legacy and bridge to the future.

Visioning Process For Purpose-Driven Investing

  • We’ll help you identify and curate your:

    • Purpose

    • Core Values

    • Vision

    • Mission

    • Vision

  • Together, we’ll curate a nuanced list of the impact areas you want to support.

    • Environment

    • Education

    • Health

    • Social

    • Political

    • Etc.

  • Together we’ll identify and personify the people you are called to serve.

    • Personas

    • Needs

    • Aspirations

    • Challenges

    • Outcomes

    • Desired Impact

  • We’ll define your unique criteria & guardrails for decision making.

    • Time Horizon

    • Risk-Return

    • Stewardship Philosophy

    • Values Alignment

    • Desired Social Impact

    • Evidence

    • Scalability