Private Wealth and ESG

Private wealth plays an increasingly important role in supporting the global movement to align our financial system with sustainable development and driving better management of environmental, social and governance (ESG) factors, all of which are key to achieving the desired positive impact on the planet.

We support trustees, foundations, family offices and high-net-worth individuals (HNWIs) seeking to ensure that the structuring and investment of private wealth effectively integrates ESG and/or is positively "impactful" from an environmental and/or social perspective. 

We innovate to meet evolving legal and regulatory requirements and help clients respond to such changes, whether they aim to focus on value based investing, integrating ESG to manage risk, to achieve impact, or otherwise.

We understand the interaction between fiduciary duties, good governance and the mitigation of fiduciary risk with the goal of aligning the investment of private wealth with the families' sustainable investment vision. Details of our services are set out below.

Private Wealth and ESG services

• Establishment of private wealth structures primarily focused on ESG, impact or sustainable investment objectives
• Establishment of traditional private wealth structures which are drafted to be compliant with ESG or sustainable investment principles albeit for the wider benefit of the family
• The drafting of investment powers in trusts and foundations specifically around ESG principles or values and the family's wishes
• Advising trustees on the adoption of ESG principles/ sustainable investment objectives and trustee investment duties
• Family governance advice on bringing in second and third generation beneficiaries to a structure's ESG policy and operations
• Assisting trustees, family offices and families to determine a workable ESG policy
• Amending family charters to include the family's wishes on ESG/ sustainable investment values
• Working with family offices and individuals to develop and design impact journey's and translate into the portfolio