Family offices and individual high-net-worth investors are increasingly seeking to align their investments with their values. I For Change provides financial advice to help family offices navigate the social/environmental impact investment market.
Challenges for family office investors
Family offices face several specific challenges when entering the social/environmental impact investment market:
- Limited deal flow visibility compared to traditional asset classes
- Bespoke structuring requirements that differ from mainstream products
- Difficulty assessing and comparing social impact claims across opportunities
- Regulatory complexity, particularly around Financial Conduct Authority rules
Our approach
We provide independent due diligence on social/environmental impact investment opportunities, covering both the financial structure and the credibility of the social/environmental impact claims. Our team brings decades of City and charity experience to bear on these assessments.