Amala Paradigm advises Family Offices and UHNWIs on the full spectrum of capital to create targeted impact in a specific sector or global region and among particular demographics relevant to the family’s or individual’s priorities and values

Source: Bridges Ventures

Source: Bridges Ventures

We work with High-Net-Worth Clients to...

Identify

  • Opportunities to leverage their investments, philanthropic interests and influence along the ‘Spectrum of Capital’.

Navigate

  • Defining or assessing the individual and or family foundation’s mission and priorities around philanthropic giving and grant making.

  • Calibrating a general interest (e.g., environment, social entrepreneurship, empowering youth, microfinance, arts education, diaspora philanthropy) into an effective strategy with measured assessment.

 

Align

  • Reviewing foundation investment portfolio (Program Related Investments and endowment) for mission alignment.

 

Educate

  • Educating on Impact Investment while introducing appropriate ESG and impact funds.

 

Structure

  • Increasing family engagement within philanthropic decision making by bringing the next generation on board.

  • Working with partners to create an effective planned giving strategy.

 

Network

  • Introducing Ultra High Net Worth peers, thought leaders and high impact organizations to expose clients to successful strategies.

  • Leveraging global experience and introducing U.S.-based clients to global high-impact organizations that are incorporated into their giving strategies, around their heritage or international business operations.

 

Engage

  • Organizing site visits to deepen understanding of issues where funding is targeted.

 

Analyze

  • Conducting assessment of philanthropic giving and investments to increase impact.