The Essentials
At a Glance
- ESG Screening and Portfolio Integration
- Impact Investing
- Shareholder Advocacy
As wealth transitions to the next generation, sustainability has become a key priority for heirs who seek to align their investments with their values. Sustainable investing, incorporating Environmental, Social, and Governance (ESG) principles, enables families to create long-term financial growth while making a positive impact on the world.
JBI Wealth provides insights into how families can integrate ESG principles into their wealth management strategies, ensuring a balance between financial returns and responsible investing. Key areas of focus include:
Key Considerations
ESG Screening and Portfolio Integration
Identifying investments that align with family values, ensuring funds are directed toward sustainable businesses and industries.
Impact Investing
Supporting projects and companies that generate measurable social and environmental benefits alongside financial returns.
Shareholder Advocacy
Using investment influence to promote responsible corporate practices and drive sustainability efforts in major corporations.
Philanthropic Initiatives
Structuring charitable giving and foundation investments to create lasting social impact while maintaining financial stability.
Intergenerational Financial Education
Ensuring younger family members understand ESG principles and are engaged in responsible wealth management.
Empowering the Next Generation
JBI Wealth emphasizes the importance of adapting investment strategies to reflect evolving generational values. By incorporating sustainable investing principles, families can align their financial decisions with their commitment to ethical and responsible practices.
Questions to Discuss With Your Advisor
- What outcome matters most, and how will the family recognize progress?
- Which structure best supports the goal, desired control, and time horizon?
- Which tax, legal, governance, or due-diligence questions need specialist review?
Further Reading
