High Net Worth Families in Brazil
Famílias de Alto Patrimônio no Brasil
Impact Investment and Philanthropy
About the study
This study provides a snapshot of current practices among high net worth families, their Family Offices, and Advisors regarding resource allocation for positive impact. The survey included responses from Families and Single Family Offices, Multi-Family Offices, Investment Managers/Advisors, as well as Advisors and other non-financial advisors. Respondents were queried about how their capital is allocated in Impact Investments and Philanthropy and how they are considering long-term themes.
"The theme of 'Impact and Philanthropy' has been gaining prominence in wealth management strategy, as Families and companies show growing interest in contributing to the reduction of social inequalities."
Nisabro Fujita Filho, M7 Soluções Financeiras
About Sitawi
For 15 years, we have been focused on ensuring that the resources we allocate as 'investment' and 'donation' have an intentional positive socio-environmental impact (and increase over time). The capital of high net worth families in Brazil has the potential to generate significant transformations, in addition to its ability to influence behaviors beyond their circles. We want to promote this practice and understand that this study can be the first step.
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In this research, you will find
How these families are investing in impact
Expectations regarding these investments
Involvement with philanthropy
The potential of philanthropy practiced by Family Offices
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