In recent years, the role of philanthropy within high-net-worth families has undergone a significant transformation. What was once often associated with one-off donations or isolated philanthropic actions has come to occupy a more strategic space in discussions about legacy, family governance, and capital allocation.
Increasingly, family offices and high-net-worth families are seeking to align their resources with purpose, socio-environmental impact, and a long-term vision. In this context, strategic philanthropy and impact investing are ceasing to be peripheral themes and are becoming integral to the wealth management agenda.
This change is already being noticed in Brazil. One recent research with representatives of high-net-worth families shows that 77% cite the reduction of inequalities and social transformation as the main motivations for their philanthropic initiatives.. Furthermore, 55% associate philanthropy with building an intergenerational legacy., while 18% see it as a way to connect different generations of the family..
These data indicate a clear trend: philanthropy is no longer just a personal or one-off choice. It is becoming part of the wealth management strategy and the way families structure the use of their resources over time.
The new role of wealth managers and family offices.
This transformation also brings new demands for the professionals who work alongside these families.
Wealth managers, investment advisors, private bankers, and family office professionals are increasingly facing conversations that involve not only financial returns, but also socio-environmental impact, purpose, and family legacy.
In this scenario, it becomes increasingly important for these professionals to be prepared to answer questions such as:
- How to structure a philanthropic strategy aligned with family values?
- What instruments are available in Brazil for structured philanthropy and impact investing?
- How can we integrate socio-environmental impact into capital allocation decisions?
- What are the international best practices in this field?
Without this repertoire, managers and advisors may face difficulties in meeting their clients' expectations. On the other hand, professionals who delve deeper into these topics expand their capacity to act and strengthen their role as... Strategic advisors in building family legacies..
Course addresses philanthropy and impact investing for wealth managers.
To support professionals who wish to delve deeper into this topic, the Sitawi Finanças do Bem, a leading organization in impact investing in Brazil, created the course "Wealth Management and Positive Impact“".
The meeting was designed specifically for professionals who work with high-net-worth families and wish to understand how to structure philanthropy and impact strategies in a way that aligns with best market practices.
During the course, participants will have access to:
- Frameworks for conducting strategic conversations about philanthropy and impact.
- An overview of the main financial instruments available in Brazil.
- Trends and opportunities in the field of impact investing.
- best practices for guiding high-net-worth clients
- exchange of experiences with professionals in the ecosystem
The training will be conducted by Leonardo Letelier, CEO of Sitawi Finanças do Bem, and Bruno Girardi, Director Vice-President of the organization, both with extensive experience in structuring impactful solutions in Brazil and abroad.
In addition to the technical content, the meeting will also include a moment of... networking among market professionals, creating a space for qualified exchange about the challenges and opportunities in the sector.
Training for professionals who wish to expand their repertoire.
This course is designed for professionals who work at the interface between asset management and strategic capital decision-making, including:
- asset managers
- investment advisors
- professionals from family offices
- private bankers
- succession planners
- Lawyers and consultants who serve high-net-worth clients.
For these professionals, understanding the role of strategic philanthropy and impact investing is becoming increasingly relevant to keeping up with market transformations and the new expectations of families.
Registrations open
The course Wealth Management and Positive Impact It happens on the day August 26th, in São Paulo, in person.
Spaces are limited to ensure the quality of discussions and interactions among participants.
