How are Latin American families aligning capital with values?

This 2023 report offers an inside look at how high-net-worth families across the region are engaging with impact investing. Based on data from surveyed families managing a collective $1.2 billion in impact investments, the findings show strong motivation to address local social and environmental challenges, particularly in areas such as education, environmental conservation, and health. While impact currently represents a modest share of total family wealth, the interest is growing: families reported plans to increase their impact allocations by 29% in 2023 alone.

Yet even among committed families, challenges persist. The report highlights barriers such as limited access to quality impact deals, a shortage of experienced impact-focused wealth managers, and the need to professionalize internal investment structures further. Despite these hurdles, momentum is building. Many families are prioritizing next-gen engagement and viewing impact investing as a way to diversify portfolios while remaining true to their values. This report provides both a snapshot and a roadmap for those seeking to deepen their role in shaping a more inclusive and sustainable future across Latin America.

Find the Spanish version of this report here.

Be on the lookout for the 2025 version of this report to be published soon!