How are Latin American families aligning capital with values?

This 2025 report offers a deeper examination of how high-net-worth families across the region are engaging with impact investing. Drawing on survey responses from 80 families and interviews with leading practitioners, it reveals a strong and growing commitment: 85% of families report deploying capital for impact in 2025, with more than three-quarters planning to maintain or expand their allocations.

Families are directing capital to key areas such as education (41%), biodiversity and conservation (30%), clean energy (28%), and sustainable agriculture (27%). Together, respondents reported $1.4 billion already deployed in impact investments and plans to invest an additional $725 million in the coming year.

The findings highlight a maturing field: families with over a decade of experience allocate over 20% of their portfolios to impact and deploy larger ticket sizes, while newer entrants remain cautious, often investing smaller amounts below 5% of their portfolios. Yet across all experience levels, families are motivated by values alignment (82%) and a strong preference for investing locally (90%).

Challenges persist, including limited access to quality deals, gaps in team expertise, and the complexity of measuring impact. Despite these hurdles, momentum is building, especially as women and next-gens play a larger role in shaping strategies. Families are also showing interest in blended finance structures, reflecting closer integration with global practices.

This report offers both a snapshot and roadmap for how Latin American families are mobilizing capital to address the region’s urgent social and environmental challenges — and what is needed to unlock the next wave of impact.

Download the Spanish version here.