TFOA Update | February 2025
Please check your spam folder to be sure my email marc@tfoa.me is on your safe senders list. I suspect you might find a few past emails from me there!
About TFOA
The Family Office Association (TFOA) is a global peer network that serves as the world’s leading single family office community. Our group is for education, networking, selective co-investment, and a resource for single family offices to share ideas, deal flow and best practices. Members are not actively marketing products or services to other members and no contact information or email lists will ever be shared. Since our founding in 2007, TFOA has led the global single family office community by delivering world-class educational content, unique networking opportunities, and exceptional thought leadership to our highly curated network of the world’s largest and wealthiest families. If you'd like to stay in touch on a more frequent basis, please follow us on LinkedIn and X. In the meantime, please check out our free library of family office content.
Family Office Impact Investing
ABSTRACT: This paper examines the concept of impact investing and the various terminologies associated with this field, including conscious capitalism, environmental/social/governance (ESG) , sustainability, and impact . It aims to provide clarity on these often conflated terms to help family offices make informed investment decisions. The authors argue that "impact investing" is an overbroad term lacking clear standards. "Sustainability" focuses on efficiency and maintaining the status quo rather than change. ESG investing is a useful framework for risk analysis but doesn't necessarily lead to impact. "Conscious capitalism" offers a more philosophical approach that considers stakeholder needs and long-term prosperity. The authors conclude that standards are still developing in this nascent field and encourage family offices to lead by example, align investments to objectives, and incorporate impact strategies gradually. They recommend conscious capitalism for those seeking the most coherent investing philosophy.
If you would like to comment on this whitepaper please visit the following link and let us know what you think: Family Office Impact Investing
Monthly Update
Please find below this month’s Economic Update which includes a wealth of data and exhibits on the USA economy and selected States. You will also find market returns, 10-Year expected asset class returns, private equity price and leverage multiples, Buyout IRR Quartiles, and the current economic release calendar for your convenience. We hope you will find this report helpful.
About The Author
Marc J. Sharpe’s investing career spans more than 30 years. He has held positions in investment management for Goldman Sachs, investment banking for Wasserstein Perella, and is the founder and chairman of The Family Office Association (TFOA), a peer network of single family offices founded in 2007. In addition, he founded a venture capital incubator in the UK, built a global EB-5 investment business, and worked on strategic initiatives for Dell Inc. Mr. Sharpe is currently an Operating Partner with Satori Capital, a multi-strategy investment firm founded upon the principles of conscious capitalism, a business approach that emphasizes extraordinary long-term outcomes for all stakeholders. He also teaches an MBA class on “The Entrepreneurial Family Office” as an Adjunct Professor at Rice University and Southern Methodist University. Mr. Sharpe holds an M.A. from Cambridge University, a M.Phil. from Oxford University, and an MBA from Harvard Business School. He is active in the community and has served on the Board of the Holocaust Museum Houston, the HBS Angels, and on the Investment Committee for two Texas-based foundations.
Please check your spam folder to be sure my email marc@tfoa.me is on your safe senders list. I suspect you might find a few past emails from me there!
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