The event was focused on impact investing and how it can be used as a tool in facilitating the transition of wealth to the next generation. It began with James Lawson, Laila Charlton-Meyrick and Chris Toy of Tribe giving an introduction to impact investing and a description of Tribe’s investment model.
Chris Moorcroft and Emily Grosvenor-Taylor then gave examples of how families were using impact investing in the wealth transition conversation, and explained how impact investing can sit nicely alongside more traditional philanthropy.
Finally, local lawyer Robert Dobbyn explored some of the fiduciary issues that trustees in Jersey need to consider when investing in the impact space.
The event was held at the National Trust Property at 16 New Street. The catering was provided by Beresford Street Kitchen, a Jersey social enterprise providing training and employment for people with learning disabilities and autism.
If you would like to learn more about wealth planning for the next generation please contact a member of our Private Capital Group.