Family Office
The Lupoff/Stevens Family Office invests, makes grants and teaches toward three objectives: wealth disparity, social inequality and justice, and climate solutions and the energy transition.
The work
LSFO seeks market financial returns alongside demonstrable social and climate impact, from an increasingly values-based portfolio. All investing is executed by Beatrice Advisors, our multi-family office partner. The Investment Policy Statement is available on request.
LSFO is a signatory to DivestInvest, The Belonging Pledge and Freedom to Invest.
Investing philosophyThe family directly supports mission-aligned non-profits that are accomplishing measurable change in racial equity and climate action. Through its donor-advised fund, it also makes recoverable grants to early-stage funds and social enterprises led by historically underrepresented managers and entrepreneurs.
Grantees and approachThe aim is to narrow the gap between academia and practice, so the next generation is in a position to influence global impact. Peter Lupoff teaches impact investing as a Special Lecturer at UC Berkeley’s Haas School of Business and advises students at Harvard Kennedy School. Private workshops and in-house programs are available on request.
Educational activities
Founder and Principal
Investor, teacher and writer on impact investing.
Team
Only the team listed here and the principals of the family have authority to engage on behalf of LSFO.