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Impact Investing & Philanthropy for Family Offices.
Rating: 4.5 out of 5(3 ratings)
104 students

Impact Investing & Philanthropy for Family Offices.

Key stewardship concepts & tools for ultra-high net worth families and their family offices.
Created byGeoffroy Dedieu
Last updated 2/2026
English

What you'll learn

  • Students will understand how UHNW families are moving beyond transactional giving toward “moonshot” philanthropy—high-risk, long-term strategies.
  • How governance structures—Family Councils, Investment Committees, Foundation Boards—anchor long-term stewardship.
  • earners will discover frameworks for scaling social innovations and influencing policy transformation.
  • Students will gain tools to assess ESG ratings, avoid superficial sustainability claims, and implement robust oversight mechanisms.
  • How UHNW family values, beliefs, and principles shape investment policy and succession planning.
  • Understand the intangible assets that sustain family wealth—heritage, kin dynamics, and principles capital.

Course content

2 sections • 6 lectures • 2h 37m total length

  • The Evolving Mindset of Philanthropy43:45

    Welcome to Lecture 1: The Evolving Mindset of Philanthropy.

    This lecture will set the stage by exploring the foundational shift in ultra-high net worth giving. It moves beyond traditional charity to a strategic, "moonshot" approach.

    This lecture sets the foundational context for the entire course, establishing the philosophical shift in ultra-high net worth giving from a traditional, reactive model to a strategic, proactive, and purpose-driven approach.

    We will explore the "why"—the underlying philosophical and generational shifts driving ultra-high net worth families toward a more impactful approach.

    Our discussion begins with the broad trends in giving and flows into the specific internal family dynamics and values that inform these decisions.

    Highlights:

    • From transactional giving to “moonshot” philanthropy.

    • Generational shifts and values-based stewardship.

    • Internal family dynamics and legacy alignment.

  • The Blended Capital Approach28:53

    Welcome to Lecture 2: The Blended Capital Approach: Philanthropy Meets Investing.

    This session will focus on the growing integration of philanthropic capital with impact investing.

    This lecture transitions from the philosophical "why" to the practical "how" of modern wealth stewardship.

    It unpacks the concept of blended finance and demonstrates how ultra-high net worth families can integrate their investment portfolio with their philanthropic goals to achieve a sustainable, dual-return model.

    We will progress from the core concept of ESG to the complex mechanics of blended capital and specific real-world examples.

  • Grant-Making Trends15:48

    We have reached Lecture 3: Grant-Making: Overcoming Key Issues.

    This lecture will address the practical challenges and debates within the grant-making process itself, providing a realistic view of the philanthropic world.

    Our session is designed to empower ultra-high net worth families to navigate complexities, from public scrutiny and risk aversion to the critical debate over funding models.

  • Collaboration and Scaling17:30

    Welcome to Lecture 4: Amplifying Impact through Collaboration and Scaling.

    This session will focus on how ultra-high net worth families can amplify their impact by working together and strategically scaling successful social innovations.

    This lecture moves beyond individual or family-level impact to create systemic, scalable change.

    We will explore two of the most potent strategies for ultra-high net worth families: strategic collaboration and the tactical scaling of social innovations.

  • Governance & Future-Proofing the Legacy48:02

    You have reached Lecture 5: Governance and Future-Proofing the Family Legacy, the last lecture of this course.

    Our final lecture is dedicated to the critical role of governance and succession in ensuring the longevity and effectiveness of a family's philanthropic mission.

    This lecture will synthesise the entire course by focusing on Governance.

    We will provide you with a strategic Governance & Stewardship blueprint for ensuring a legacy endures beyond a single generation.

    Our narrative will move from the "what" of governance to the "how" of succession planning, using real-world models and best practices as a guide.

Requirements

  • No requirement.

Description

Impact Investing & Philanthropy for Family Offices.
Key stewardship concepts & tools for ultra-high net worth families and their family offices.

This course contains the use of artificial intelligence. We used A.I. to ensure smooth reading of the extensive notes for each slide. Many slides will however require that you pause the video and read quietly. Our fully-scripted notes are also provided as a PDF, which can be read as a booklet of the entire course.

This course was designed for families and professionals who believe that wealth carries responsibility, and that thoughtful governance can shape a better future. Whether you're just beginning to explore impact strategies or refining a long-standing philanthropic vision, we hope you’ll find this course both practical and inspiring.

We’ve integrated real-world case studies, strategic frameworks, and reflection prompts to help you apply these concepts in your own context.

This is the Agenda for our course on Impact Investing & Philanthropy for Family Offices.

1. The Evolving Mindset of Philanthropy

  • From transactional giving to “moonshot” philanthropy

  • Generational shifts and values-based stewardship

  • Internal family dynamics and legacy alignment

2. The Blended Capital Approach

  • ESG integration and sustainable investment spectrum

  • Blended finance: combining philanthropy with market returns

  • Case studies and portfolio construction strategies

3. Grant-Making Trends

  • Restricted vs. unrestricted funding models

  • Navigating public scrutiny and risk aversion

  • Best practices for transparency and impact measurement

4. Collaboration and Scaling

  • Strategic partnerships between families and corporates

  • Scaling social innovations through joint action

  • Frameworks for synergistic impact and moonshot initiatives

5. Governance & Future-Proofing the Family Legacy

  • Family governance structures and succession planning

  • Stewardship principles and intergenerational engagement

  • Aligning investment policy with values, beliefs, and principles.

Enjoy our course!

And do not forget to take the MCQ at the end of the course.

Who this course is for:

  • Bankers
  • Lawyers
  • Fund managers
  • Trustees
  • Administrators
  • Investment managers
  • Investment analysts
  • Wealth managers
  • Investment advisors
  • Family officers

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