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Green Shadow

Family Office Advisory

Helping family offices turn values into lasting impact.

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As a trusted advisor, I work closely with family offices to define what truly matters to them, translate their values into actionable strategies, and ensure their philanthropic and investment activities deliver meaningful and measurable change.

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Services

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Define your Impact Thesis

Uncover your core values and priorities through a guided discovery process. Together, we articulate your Impact Thesis—a clear and inspiring framework that guides all your social investment and philanthropic decisions.​

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Deliverables:

  • Value mapping

  • Impact strategic focus areas aligned with SDGs

  • Impact Thesis statement

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Design & Implement an IMM Framework

We co-create a tailored framework to track your impact—combining qualitative and quantitative data, ensuring alignment with leading global standards like the UNDP SDG Impact Standards, IRIS+.

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Deliverables:

  • Key Impact indicators 

  • Data collection systems

  • Reporting dashboards

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Curate your Deal Flow & Philanthropic Projects

Developing comprehensive strategies to optimize your financial resources and maximize returns. We analyze market trends and tailor plans to suit your unique needs.

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Deliverables:

  • Impact-aligned investment pipeline

  • Philanthropic project vetting & Assessment

  • Grant-making strategy

Green Shadow

Why work with me

  • Accredited trainer for UNDP SDG Impact Standards

  • Proven tract record with Mana Impact and Lamivoie Partners in building impact theses and sourcing sustainable investment opportunities

  • 15+ years of entrepreneurial, philanthropic, and strategic experience in Asia

  • Culturally attuned, results-driven, and discreet

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