Overview

How do you align your family's wealth with its values? The transition to impact investing can be complex. Where do you start? Which strategies actually work? How do you measure success? Legacy with Leverage is the definitive roadmap for family offices, providing clear, actionable answers to these questions. This book translates abstract ideas into concrete action plans, guiding you through every stage of your family's impact journey. With this book, you will learn to: Implement Proven Frameworks: A step-by-step guide to designing your impact thesis, selecting the right tools (from grants to venture capital), and structuring your family governance. Build an Operational Plan: Practical strategies for impact measurement, technology integration, and the education of next-generation leaders. Apply Real-World Lessons: The best practices used by successful family offices and the common pitfalls to avoid. Move Beyond Theory: Legacy with Leverage delivers the practical wisdom and tools your family needs to generate measurable, meaningful social impact while achieving its financial goals. Impact is a matter of design, not intention. This is your blueprint.

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