Asset owners—including single family offices and both public and private foundations—play a pivotal role in driving meaningful impact and systemic change toward a sustainable future.
We empower forward-thinking asset owners to enhance their impact, ensuring alignment with their values and operational constraints.
Our Services, Structured by Category:
- Portfolio Review: Assess financial performance and social impact across all holdings.
- Strategy Development: Design, refine, and update impact and sustainability strategies tailored to your objectives.
- Due Diligence: Evaluate private investments—including companies, co-operatives, funds—and review investment manager strategies for public portfolios.
- Collaboration: Partner with asset owners, portfolio managers, and advisors to amplify positive outcomes.
- Education: Deliver workshops and training for board members, committees, and staff to deepen impact expertise.
- Program Design: Create inclusive initiatives that foster connections with change makers and identify impactful opportunities relevant to your mission.
- Reporting: Develop and implement integrated reporting systems combining financial and non-financial indicators for comprehensive transparency.
Our services are rooted in the deep expertise of our founder, who brings a distinguished track record from major financial institutions and a mission-driven family office. This unique perspective—spanning investees, investors, nonprofits, and incubators—enables us to deliver successful integrated strategy.
For example, a former employer of the founder highlighted that he
“Contributed to the significant growth of capital invested in private funds and companies including mission-driven investments and those with both mission and financial return expectations with a focus on the Canadian market. […] Developed and produced an extensive quarterly report which helped us to have a clear, integrated view of our work across our investments and grants including financial and impact performance, learnings, and tracking our progress towards the objectives of our 3-year strategic plan”
Partner with us to leverage proven expertise and broad connectivity—transform your assets into engines for sustainable impact. Contact us today to start your journey toward purposeful growth.
(Please note that we do not provide any investment or tax advice. We are committed to working collaboratively with your organization and its providers.)