How Family Offices Align Capital with Purpose
What does it really mean to align wealth with purpose—and does doing so require sacrificing financial performance?
In this Family Office Access Lunch & Learn, Danielle Patterson is joined by Janna Schubert, Nidhi Chadda, and Rosser Goodman for a candid conversation about how Family Offices are becoming more intentional about not only where they deploy capital, but why.
Together, they explore the evolving relationship between purpose and performance, sustainable and impact investing, philanthropy, next-generation engagement, and legacy. The discussion also examines the many ways families can translate their values into action—from investment strategy and donor-advised funds to venture philanthropy and Philanthropic Film Finance®.
As trillions of dollars move between generations, the conversation considers a larger question: What are families transferring beyond wealth? Values, relationships, wisdom, responsibility, and a clearer sense of what they want their capital to accomplish may ultimately prove just as important as the assets themselves.
Featuring:
Janna Schubert — Director of Growth, Center for Sustainable Finance & Private Wealth
Nidhi Chadda — Founder & CEO, Enzo Advisors; Chief Impact Officer, Richmond Global Sciences
Rosser Goodman — Founder & CEO, TANŌ RISING FILM; Philanthropic Film Finance®
Moderated by Danielle Patterson — Executive Director, Family Office Access, ISS Market Intelligence
Key themes: Purpose & performance | Sustainable and impact investing | Next-generation stewardship | Philanthropy | Family legacy | Philanthropic Film Finance®