Photo: Jacqueline Dersjant
Impact investing as a family
Impact investing as a family comes with its own unique questions, from making decisions together to navigating differences between generations. Within PYM, families share their experiences and learn from one another how they can use their wealth in a meaningful way.
Explore the steps below to help you move forward on your impact investing journey.
1. Read and get inspired
In the end, most people only change if it improves their bottom line
Naomi is the sole grandchild and third generation in her family business, which focuses on mobile cranes and logistics real estate. Some years ago, she discovered impact investing and started sector-agnostically. She now has a dedicated impact team, with a focus on the built environment.
If you have the opportunity, impact investing is truly a great addition to your portfolio.
Sister and brother Stephanie and Adriaan ran the family business together for many years, originally founded by their grandfather in 1937. After selling the company, they each chose separately to invest part of their wealth in impact.
Money is often ‘on hold’ now; let’s put it to good use, now!
Maud van Beuningen began her career in law. She worked in the legal profession and as a lawyer both in the Netherlands and abroad, in project finance and at an investment office. She is now an executive at PYM. Her strong sense of justice remains an important motivation in everything she does.
2. Watch the introduction video
What does impact investing actually mean?
In this video, together with CSP, we introduce the fundamentals of impact investing. How does it differ from traditional or sustainable investing? And what opportunities are there across different impact themes and asset classes?
3. Join Inside Impact Investing
Learn from experience
Join one of our online introductory sessions and consider inviting a family member to join you. Together, you will get a clearer understanding of what impact investing involves and learn from experienced investors who share their own impact journey and portfolio. How did they get started? What choices did they make along the way? The session is interactive, with plenty of time to ask questions.
4. Discover the meaning of your money
Impact investing does not start with the question of what you want to invest in, but why. Taking the time to reflect on what your wealth means to you can make it easier to choose investments that align with your values and ambitions. And that sense of purpose often leads to contributing more than capital alone - through your time, knowledge, network and personal involvement.
We will soon be organising regular gatherings around this topic. Want to get started now? Read Spark Your Meaning by Liet van Beuningen, which helps you explore the values that matter most to you.
5. Speak with a PYM ambassador
Do you have questions about how to start building your impact portfolio? Or about decision-making within families, or involving the next generation, for example? Let us know what your question is, and Maud will be happy to connect you with an ambassador who has relevant experience.
Maud van Beuningen
PYM Board Member
6. Join a knowledge session
7. Join a PYM Impact Circle
In a PYM Impact Circle, you embark on a personal impact journey across six sessions with a dedicated group of peer investors. Guided by experts, you share experiences and learn from one another, often building valuable connections that last long after the final session.
Whether you are a next-gen investor, part of an entrepreneurial family, or a (female) wealth holder, we have a specific group tailored to your experience level. Interested in joining? Veerle is happy to help you find the circle that perfectly aligns with your goals and questions.
Veerle Berbers
Board member
8. Discover new investment opportunities
Many investors discover their next investment through other investors. Within the PYM community, members share investment opportunities, experiences and lessons through our dealsharing platform. Join the dealsharing mailing list to hear about new opportunities shared within the community.
Dealsharing is exclusively available to members of the PYM community.
9. Find a deep dive expert or club
Sometimes, a deeper dive with a specialized advisor is exactly what’s needed. From our independent position, PYM is happy to help you find an expert or trusted partner tailored to your specific situation.
Whether you are looking for an independent financial advisor, an impact coach, a family dynamics expert, or in-depth impact investment educational programs, deal sharing or co-investments clubs, we know the right people to talk to for almost every challenge.
Suzanne Rosman
Director
10. Keep learning
Impact investing is not a destination, but an ongoing learning process. By sharing experiences, questions and dilemmas with other investors, you continue to develop both your portfolio and your own perspective. Some of the most valuable insights come from conversations with people facing similar choices.
We are currently developing a more advanced programme for experienced impact investors. Until then, we would be happy to connect you with other PYM members and families exploring similar questions.