A Vehicle for Impact Investors
Intersection of Family Business and Community
Our mission, which is to preserve family legacies, aligns very favorably with the goals of impact investors.
The societal benefits that will be produced by facilitating intergenerational transfers include:
Preservation of jobs
Safeguarding of families whose members hold those jobs
Protection of the local communities in which those family held businesses are located
As we have seen over the past decades, the closing of a plant or an entire company produces a devastating impact on the community in which that plant or company was located.
The so-called “hollowing out” of portions of our society, resulting from the loss of jobs to overseas competitors, crippled those communities and their residents not just in the year in which the closing occurs but for years thereafter.
Creating Value For Communities
The preservation of businesses and their value centric approach to their communities, which is a key pillar of our mission, is an investment not only in the business, but also in the families that live in that community.
Community based healthcare facilities, which are critically needed social services to preserve a community, are protected by ensuring that the largest benefactors of those services, typically local family held companies, are themselves preserved. Notable examples of this include:
Hospitals and Clinics
Addiction Treatment Centers
Family Counseling Services
Senior Care Centers
Child Care Centers