Impact Investing for Individuals & Families

Foundations &
Individuals &
Institutions &

Client Focused on Issue Area Case Study

A high-net-worth couple works with Sonen to focus their portfolio on investments that can redress systemic racial and gender inequalities. We discussed their long-term impact outcomes and, together, we decided to focus on high-impact private investments.


The client’s objectives of reducing the credit-gap for minority- and women-owned businesses, to reduce prison recidivism, and improve racial equity, resulted in a highly impactful portfolio that meets their financial goals and strives every day to increasing economic opportunity for underrepresented minorities.

Client Focused on Issue area Sample Investments

  • Cash Equivalent

    Fund investing in short-term financing to microfinance institutions serving low-income populations in emerging markets.

  • Venture Capital

    Venture Capital investments in growth-stage technology companies providing essential services to low-income communities in Latin America and India.

  • Venture Capital

    Venture capital fund investing in underrepresented entrepreneurs from the African Diaspora in the UK & Europe.

    Multigenerational Family with Foundation

    This multigenerational family and their foundation believe that wealth should make a positive contribution to humanity and the planet. The client and their foundation are pioneers in supporting the generation of sustainable food systems and food security.


    They use philanthropy and grants towards their mission of access and security in sustainable agriculture, but they also wanted their investments to have equally meaningful and targeted impact. The engagement started with understanding the financial considerations of each entity, how they aim to work together, and the depth of impact they wanted. We collaborated with the client to identify and implement private markets investments designed to increase their overall effort of supporting the systems that bring nutrition sustainably and safely to the table.

    Multigenerational Family Sample Investments

    • Absolute Return

      Equity investments in both public and private companies addressing key sustainability challenges. Key sectors include solar and wind generation, power infrastructure, energy efficiency, emissions control, water purification, clean transportation, and waste management.

    • Direct Investment

      Direct convertible note investment in a sustainable, affordable foods delivery business.

    • Real Assets

      Timber & Natural Resources Fund implementing various conservation-related investment strategies, including sustainable timberland management, wetland rehabilitation, and endangered species mitigation banking.

      Family Office Client Case Study

      A single-family office representing multiple generations was seeking to demonstrate their strong commitment to climate change for accounts of varying sizes across the entire family. Sonen provided a solution that allowed family members across multiple generations to invest alongside one other.

      Family Office Sample Investments

      • Public Equity

        Global equity strategy optimized for financial return and impact across key climate change themes, such as renewable energy, energy efficiency and waste managment.