We assist foundations and iwi with finding the right governance and strategy for their investment portfolio. We don’t have any conflicts of interest so you can be assured that our advice is focused on the prosperity of your current and future beneficiaries.

Financial risk and return is important, but we have to consider the impact of our actions as well. We believe that better outcomes can be achieved with a robust decision-making framework for both investments and impact.

An intergenerational investment framework can help to ensure the perpetual survival of an investment portfolio and fairness in spending. Our approach provides direction in order to balance the risks in your investment strategy with the needs of your current and future beneficiaries.