Opal Family Office & Private Wealth Management
July 10, 2023 - July 12, 2023
Join the LOHAS Partners at the Kauffman Fellows Summer Module in San Francisco, CA in mid-June, 2023.
Join the LOHAS Partners at the Social Innovation Summit, June 6-7, 2023, in Los Angeles, California.
LOHAS works with its clients and their investment advisors and wealth managers to identify the optimal mix of financial requirements and social or environmental values for investing that delivers both profit and impact.
LOHAS works with its clients and their investment advisors and wealth managers to understand risk/return profiles and explore alternative investment strategies, and then we source, analyze, help structure, and support impact investment transactions.
LOHAS works with a variety of clients on issues most relevant to them, customizing each engagement to meet their needs; but we also focus heavily on key areas and strategies that reflect our team’s expertise and more effectively enable our clients’ aspirations.
Investment seeking both profit and impact comes from a growing variety of sources - from individual investors to organizations to their advisors - and LOHAS works with each to support their specific needs, developing customized strategies and providing hands-on implementation.
Whether keynoting or moderating family office, impact investing, or social impact entertainment conferences, contributing to leading publications, delivering or participating in webinars or podcasts, or providing interviews on key industry topics, the LOHAS team helps drive public discourse on investment delivering both profit and impact.
LOHAS team members leverage vast operational experience and extensive industry relationships to deliver execution-ready impact investing strategies with enabling partner affiliations and hands-on support.