Entering 2026, we’re excited about the opportunity in impact investing. Many family offices view impact investing as an additional philanthropic tool. Investments may complement or augment support in themes such as climate, education, health care, and social justice. A number of factors lead us to believe that family offices will supercharge impact investing in 2026 and beyond:

Horizontal and Vertical Transfers of Wealth – We’re witnessing the largest transition of wealth of all time. Cerulli Associates projects $124 trillion in assets passing between spouses and generations in the next 20-25 years. We know that many of these new investors are inclined to lead with their values in addressing the challenges they see in the world.

Opportunity – In their 2025 Global Family Office Report, UBS spoke with hundreds of families. Increasingly, they see impact as an opportunity, not just a means of mitigating risk. This tracks with our observations that entrepreneurs and investors are seeing untapped potential across a variety of regions, industries, and demographics. These untapped markets may offer unique opportunities to patient providers of capital at a scale that’s not possible for most institutional investors. Additionally, impact can offer hyper-local opportunities not found in traditional asset classes.

Flexibility – By design, family offices have the capacity to adopt more novel approaches to philanthropy. In addition to flexibility around whether to follow a total portfolio approach, or to move more incrementally, family offices may employ hybrid models of investing and giving to increase impact.

Our decades of helping families and institutions align their portfolios with their missions give us hope and purpose for our work in these next 12 months.

ARCHIVE
2025

Tide Cycle Resources (Tide Cycle) is an investment advisor registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. A copy of Tide Cycle’s Forms ADV Part 2 and Form CRS are available without charge upon request. The opinions expressed are those of Tide Cycle. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Forward-looking statements cannot be guaranteed. Nothing contained in this document may be relied upon as a guarantee, promise, assurance, or representation as to the future. This should not be taken as specific investment advice. We recommend consulting an investment/tax professional before making financial decisions based on any information provided.

Not all posts are archived here. Please reach out if there are other topics that interest you.