Practice Disciplines

At the Forefront of Impact Investing Innovation

Whether supporting investors or their advisors, the LOHAS team treats every client engagement with the individualized attention it deserves. However, we also recognize the areas of expertise that we have developed and the applicability of that insight and experience to solve key client issues.

Whether a sector of deep interest (such as Social Impact Entertainment in which a LOHAS partner is an industry pioneer) or a strategic approach to improved or accelerated impact investing (such as the use of Donor-Advised Funds as a source of capital or conduit for investment, which LOHAS has championed and on which it continues to be a thought leader), we are always working to develop and enhance core practice areas and share those insights and innovations with our clients.

Donor-Advised Funds

Launch your own impact venture capital fund using donor-advised funds.

Social Impact Entertainment

Draw a larger audience to your cause and inspire action through artful storytelling.

Social Impact Entertainment

Draw a larger audience to your cause and inspire action through artful storytelling.

Our Guide to Impact Investing

For Family Offices, Foundations, and the Social-Minded

A Primer on the dramatic evolution of the social and environmental impact investment market

Intergenerational Wealth Management

Harness your clients’ impact objectives into effective investment strategies that translate across generations.

Sustainability Strategies

Allow environmental considerations to support and strengthen your investment decisions.

Sustainability Strategies

Allow environmental considerations to support and strengthen your investment decisions.

For-Profits for Nonprofits

Launch and grow a for-profit enterprise that empowers your nonprofits’ mission.

Always Innovating

The LOHAS team’s activities are not limited to these areas. On the contrary, we are constantly working with clients to bring new impact investment insights and innovations to market. Let’s work together to build a new practice discipline around your area of interest!

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.