Over the last 11 years, The ImPact has partnered with ultra-high-net-worth (UHNW) families working to integrate impact into their investment strategies. This report reflects the insights we’ve gained through that work, highlighting 10 key actions families commonly take as they align their values with their capital.

While resources on the technicalities of impact investing are ample, few case studies on the actual implementation of impact investing in the context of UHNW families and individuals exist.

This report includes: The ImPact’s framework of 10 Key Actions families take as they envision, develop, and implement impact investment strategies. A collection of cases from families and their family office representatives corresponding to each Key Action.

This report was published in partnership with the University of Zurich’s CSP