February 2020

Delaware Trust Law and Impact Investing

A change in Delaware trust law permits permits trustees to consider the beneficiaries’ personal values when investing, including the beneficiaries’ desire to engage in sustainable investing strategies that align with the beneficiaries’ social, environmental, governance or other values. This language allows trustees to invest in impact investments that align with beneficiaries’ values without amending trust documents. Delaware is the only state to amend its trust law to allow for impact investing, reinforcing its position as the trust industry’s most innovative and client-centered domicile. Learn what this mean and how Tiedemann clients are benefiting from this.

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