What is your “why?”
Humanize Wealth clients are committed to using the power of their wealth to promote the well being of their families, communities and the planet.
Activate your values across all areas of your financial life
Incorporate Environmental, Social and Governance (ESG) strategies across your portfolio
Join a community of like-minded investors who are rethinking the role of wealth in society
Reduce corporate harm through shareholder engagement
Finance opportunities that expand accessibility in housing, healthcare, food and financial services
Invest in things that seek to address the climate crisis and biodiversity loss
Back projects and businesses led by women, LGBTQIA+ and BIPOC leaders
Fund political movements and non-profits to catalyze scalable systemic solutions
Everyone’s “why” is different.
Below are examples of ways we help clients align their wealth and values.
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Inheritors of wealth often experience a wide range of emotions ranging from excitement and gratitude to responsibility and uncertainty around this change and how it affects their financial situation. They also often receive a portfolio of traditional financial investments that don’t reflect their values. We help clients determine how inherited wealth fits into their financial plans and reposition portfolios designed for impact.
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We have experience advising clients who work at tech companies of all sizes, from Microsoft, Amazon, Expedia, and Google, to mid-sized companies and start-ups. These clients typically need help navigating complex equity compensation and comprehensive benefits packages. Many also need guidance and support managing cash flow to meet their spending and savings goals. They are also busy and benefit from delegating to a wealth management partner who can help keep them organized. We are a good fit for clients who need this company-level expertise and attention to detail and want to invest their savings for impact.
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Family office clients have substantial resources and need a strategic partner to help them manage their complex situations. The clients that typically partner with us have broader goals than generational wealth preservation and often wish to have an immediate impact on solving the biggest problems of our time. They are “catalytic” in intentionally directing their resources to creating positive change in alignment with their mission. We can help create a plan to have coherence of the mission across spending, investing and political advocacy and charitable gifting strategies.
