Leonard has seen that helping clients reposition wealth as a positive tool can change their relationship to money, especially if they felt burdened by how their inherited wealth was earned.

As interest in impact investing spreads, she suggests that advisors who work with retail clients have an impact toolbox ready and partner with experts in their firms. “The [environmental and social] problems and challenges are immense and the clock is ticking,” she says. “You want to get as much done as quickly as possible.”