Lessons in Legacy, Chapter One: The Legacy landscape - Flipbook - Page 19
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“Most clients are more engaged on ESG related topics and
want to know that is factored into our investment process.”
“
S
FR
OM
“Family charitable trusts will often have an ESG themed
investment policy. This is especially likely if the next
generation is involved.”
“For the majority this is now on the agenda, especially for
the next generation.”
“ESG is definitely featuring more in discussions with the
next generation.”
E S G : F R O N T O FLESSONS
M I N DIN LEGACY
FOR THE NEXT GEN
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