All of our engagements are bespoke to our clients needs:

Strategy on Values & Purpose alignment with a holistic portfolio approach
Shareholder Engagement Advisory with a specific focus on legacy holdings
Impact Investment Advisory (Non-Discretionary)
Financial and Operational Consulting on Family Office operations
Outsourced Strategic Advisory for Direct Investments

Information on current and previous clients can be provided upon request.

Shore to Shore Advisory

Shore to Shore Advisory is an impact investment advisory consultancy that works with family offices, foundations, ultra high net worth individuals, and corporate venture to develop and execute impact investing strategies. We identify funds, social enterprises, and mission driven businesses that align with the financial and impact profiles of our clients.

Client Services

Shore to Shore Advisory