Altru is be hosting round table discussions with thought leaders in Davos/Klosters January 20-24.

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Family Impact. Direct Investment in Sustainable.  

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Studies and reports suggest that 60-70% of family office wealth is derived from businesses founded or operated by the family. This entrepreneurial foundation is the hallmark of family offices and originates from successful exits or ongoing revenues from businesses built by the founding generation.

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To what extent do these family offices use this industry knowledge to make savvy investments in related businesses? 

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An estimated 10-15% of family office portfolios are now allocated to sustainable or impact investments, And younger generations in family businesses are championing sustainable investments. How do they find attractive investment projects that meet both returns and impact?

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This session will look at these trends and discuss best practices by which family offices can access projects within their scope of historical experience. How do they access and diligence opportunities?

 

Conversation led by capital allocators in the family office space focused on impact investments.

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Link to PDF Summary

of the Roundtable Series.