One of the interesting and important recent developments in wealth management has been the emergence of a group of clients committed to investing with impact across their entire portfolios, meaning they seek to deliver measurable positive social or environmental benefits with every dollar they put to work.

This includes high net worth individuals, often from the millennial generation, such as Leisel Pritzker Simmons and Ian Simmons, family foundations like the KL Felicitas Foundation, and philanthropic institutions like the F.B. Heron Foundation.