A career commitment to clients
An important advantage of working with The Sustainability Group is the unique relationship between Trustees and their clients. Trustees make a career commitment to their clients, developing close relationships of trust with the families they serve.
We share your passion
Trustees at The Sustainability Group share their clients’ desire to make a positive impact on society and the environment. On their own time, most Trustees serve on the boards of non-profit organizations actively pursuing progress on environmental, social, and governance (ESG) issues.
We serve multiple roles
Guided by a clear understanding of each client’s goals, views and aspirations, Trustees serve as:
- Fiduciaries, if appointed, entrusted with legal discretion over assets held in trust.
- Investment managers, developing and managing a portfolio strategy designed to achieve financial goals.
- Independent advisors, addressing a wide range of financial issues and assisting with outside professional resources when needed.
At every step, Trustees are available to answer questions, offer advice and guidance, and facilitate family meetings when necessary.