“Everything we do has an impact. Every dollar spent has an impact. The question is how much control and intention you put behind it.”

Impact is inevitable, but intention is optional. Ali Marchand, our Senior Client Relationship Manager, discusses how we work with clients to help them use their wealth as a tool for influence, legacy, and values-driven change. She frames investing as a spectrum—from liquid equities to private credit—where every dollar shapes outcomes, social and environmental. Clients navigate trade-offs between impact and returns, discovering that thoughtful growth can extend influence across decades. At the heart of it is stewardship: making wealth meaningful, intentional, and aligned with personal values, while educating the next generation to carry forward a legacy that reflects more than just accumulation.