We offer the following services individually or as a package:

• Social and Solidarity Economy (SSE): we design innovative strategies aligned with our clients’ values and priorities, with a strong focus on inclusive and just transitions. Our work fosters social innovation, strengthens local economies, and generates decent employment opportunities—particularly for vulnerable and marginalized groups—contributing to a more just and sustainable society, including within family-owned structures and long-term stewardship models.
• Sustainability in Intrinsic Valuation (SiiV): we integrate environmental, social, and governance (ESG) considerations into fundamental valuation models to better reflect long-term value and resilience, aligning financial performance with broader impact.
• Transformational Philanthropy: we promote collaborative and purpose-driven approaches to development. We support investors, families and institutions in rethinking capital deployment and governance structures—moving from traditional donation models toward strategic, impact-focused investments that drive systemic change and long-term alignment across generations.
• Impact Investing Research and Valuation: we conduct in-depth fundamental research and valuation with a clear focus on sustainability and impact. Our analysis supports investors in identifying opportunities that combine financial returns with measurable social and environmental outcomes.
• Client Reporting, Regulation & Social Impact Analysis (SIA): we ensure transparency and accountability through robust client reporting and regulatory compliance, while embedding social impact analysis to measure, communicate, and enhance the positive change created through investments and initiatives