Family Offices: A roadmap to impact

We are delighted to support the latest Impact Investing Institute guide. This resource is designed to support and inspire families who want to create positive change using their wealth.

Family offices are in a unique position to invest for impact. They control significant resources but are unconstrained by the restrictions that other institutional investors can face. This means they can act swiftly on issues they care about while maintaining compelling financial performance.

However, families thinking about impact investing must still grapple with challenging questions. How do they secure wider family approval? And once they decide to follow this path, what team and governance is needed?

Drawing on real-world experiences, this guide offers practical steps to help families navigate impact investing, how to establish an impact-focused family office as well as evolving an existing office.

The report also explores how to advocate for impact internally, create an impact framework, the questions to ask advisers and managers and best practice for impact measurement and management.

Download "Family Offices: A Roadmap to Impact" on the Impact Investing Institute's website. For more information or to request a copy, please visit

Impact by Design

Sarah Teacher, Executive Director at the Impact Investing Institute, speaks to Jaspar Smith, tech entrepreneur and founder of sustainable venture capital firm Vala Capital about his passion for sustainable investing.

Shifting to Impact

Giorgiana Notarbartolo di Villarosa, an impact investor through the PFC Family Office, speaks to Sarah Teacher, Executive Director at the Impact Investing Institute, about how she’s used her family wealth to reduce inequality around the world.

Adviser View

Bryony Cove and Colin Melvin speak to Emily Petersen, one of our Portfolio Directors, about the advice they give to families and investors looking to make more impact with their money.

Past performance is not a guide to future performance and may not be repeated. The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. All investments involve risks including the risk of possible loss of principal.

This content is issued by Schroders Family Office Service. Schroders Family Office Service and Cazenove Capital are trading names of Schroder & Co. Limited, who together with connected companies provide the services described.

Schroder & Co. Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Registered office is at 1 London Wall Place, London, EC2Y 5AU. Registered Number 2280926 England.

The value of an investment and the income from it may go down as well as up and investors may not get back the amount originally invested.