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Foundations and Family Offices |
Family Offices
We currently support family offices with the transition to values-based investments. We help family members individually and collectively clarify an Investment Social Policy which reflects individual social priorities and common ideals. We can directly manage assets using separate account managers, social venture and private equity firms, and community development financial institutions, or work as ongoing consultants to make recommendations in all asset classes to investment professionals already working with these families. |
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Institutional 
