Sustainable Investing for Private Wealth and Family Offices

15 December 2020

Guernsey Finance has produced a report to help enable family offices to build sustainability into their offerings for clients and allay any concerns about whether trustees' duties and sustainable investing are compatible.

The promotional agency, in collaboration with Ogier in Guernsey, has produced a guide for developing sustainable trust deeds, ‘Sustainable Investing for Private Wealth and Family Offices.’

The report aims to provide clarity that the inclusion of sustainable clauses within a trust deed can ensure that offering sustainable investments is consistent with the duty of the trustee, to encourage sustainable investing for private wealth and family offices, while maintaining the trustee’s duty to "preserve and enhance, so far as is reasonable, the value of the trust property".

To read the full report, click the image below.

Sustianable Investing for Private Wealth and Family Offices

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