Impacting Investing

Strategic Legal Guidance for Purpose-Driven Impact Investments

At Lazarus, we specialize in empowering investors, family offices, and institutions committed to making a difference through impact investing. Our unique approach integrates financial acumen with a deep understanding of values-driven investing. We guide clients through the complexities of structuring, regulatory compliance, and tax planning for investments aligned with social and environmental objectives. Whether advancing renewable energy projects, fostering social innovation, or driving positive community change, our mission is to help clients achieve meaningful returns while realizing their vision for a better world.

How We Support Impact Investors

  • Structuring and Formation of Impact Funds

    We provide end-to-end legal support for clients creating or investing in impact-driven funds. Our services include designing investment vehicles tailored to specific goals, such as renewable energy, social enterprises, affordable housing, and education. We ensure clients have the legal foundation to attract like-minded investors and drive sustainable growth.

  • Regulatory Compliance and ESG Advisory

    Impact investing demands strict adherence to ethical standards and regulations. We advise on Environmental, Social, and Governance (ESG) frameworks, helping clients comply with relevant laws and establish robust reporting practices. Our team collaborates to develop impact measurement standards, ensuring transparency and accountability with stakeholders.

  • Tax Planning and Incentive Optimization

    Maximizing tax efficiency is essential for sustainable impact projects. Our guidance helps clients leverage federal, state, and international tax incentives, optimizing returns for initiatives in renewable energy, affordable housing, and social impact. We ensure projects are financially viable and aligned with sustainability goals.

  • Philanthropic and Charitable Investment Planning

    We support philanthropic investments by structuring Program-Related Investments (PRIs), Donor-Advised Funds (DAFs), and charitable foundations. Our strategies integrate tax efficiency with measurable social returns, enabling clients to align their mission with impactful giving and innovative finance models.

  • Exit Strategies and Legacy Planning

    Impact investments often have unique exit considerations, with a focus on sustaining social or environmental benefits. Our firm provides strategic guidance on exit planning, including structured sales, M&A, and legacy preservation strategies. We work to ensure that clients can achieve their financial goals while preserving the impact of their investments for future generations.

Why Choose Lazarus for Impact Investing?

  • We are dedicated to supporting clients who want to create positive change. With expertise in aligning financial performance and social impact, we help clients navigate the unique challenges of purpose-driven investing.

  • Our customized legal solutions ensure every aspect of your impact investment is aligned with your goals. From fund structuring to ESG advisory, we deliver strategic guidance at every stage.

  • With an in-depth understanding of sustainable investing, we help clients achieve long-term success by balancing risk, compliance, and impact.

Move Forward with Confidence

At Lazarus, we provide the legal expertise to help clients achieve lasting, meaningful impact through their investments. Whether establishing an impact fund, structuring philanthropic contributions, or developing ESG frameworks, we are here to help you succeed in every aspect of impact investing.

With Lazarus, you’re ready for what’s next.