Latest / The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Family Offices Manage Philanthropic Impact
Most family offices treat philanthropy as a tax write-off, but the top tier treats it as an asset class with measurable outcomes. This episode explores how wealthy families are shifting from check-writing to impact investing, using specific frameworks like the Sustainable Development Goals to track social returns alongside financial ones. We look at the operational shift required to manage non-profit portfolios with the same rigor as private equity, and why traditional grant-making is losing ground to strategic capital deployment in sectors like clean energy and education technology…
The skinny
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