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Investing in Environment
Strategy for Social Entrepreneurs
Scaling Social Entrepreneurship
Achieve work-life balance

Achieve Your Success in a World of Risk & Opportunity

By combining two often conflicting investment concepts, "triple bottom line" & "alpha," Tami Kesselman reinvents the definition of success, helping clients achieve immediate and sustained improvement & success aligning wealth creation with impact stewardship.
If there is a gap between where you are and where you want to be, and you are ready to achieve your next goal - whether of wealth, happiness, impact or legacy footprint - working with Tami as your strategic advisor accelerates the path to your success!

Image by Ian Schneider
Are YOU ready to achieve better results than ever before?
If you or your clients want better alignment between wealth creation & impact, strive for more happiness, or have bigger goals than you've currently reached, schedule a coaching session to begin today with an Elite Coaching package or advisory services from Tami.

If you are looking for a podcast guest or keynote speaker to inspire your audience,
book a call here to confirm availability and rates and lock in a session that will keep your audiences raving about you.
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“Many people tout their frameworks on impact, but Tami Kesselman is the real deal. Tami is one of the top minds in thinking about how to strike the right balance between financial success and impact results. Her SMART Impact framework is simple to incorporate yet profound in its ability to identify one's impact blind spots.”

  Adi Ignatius

  Editor in Chief

  Harvard Business Review

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"Tami’s approach to charity & impact is 100% unique! Her SMART Impact and SMART Charity frameworks transformed the way I look at and evaluate impact and charitable giving.  If you can attend her course, do it!  The frameworks she teaches will forever shift your views on impact, making you a more powerful investor & philanthropist!"

Rachel Gerrol

Co-Founder & CEO, NEXUS

Improve Your Results & Increase Your Positive Ripple Effects
While Avoiding Blindspots & Unintended Consequences 

Stone Tower

Let's Get Started

Portfolio Strategies:  Align 
Financial Success with Impact

Wealth Strategy

Profit + Impact 

Gain an Investment Edge:

 Better filters to maximize 

impact & financial returns 

while minimizing downside risk.

  • Private Banking: Client Retreats

  • Intergenerational Transitions

  • Long Term Strategy Facilitation

 Personalized Coaching:  Align Wealth, Impact, Happiness

Executive Coaching

 Successful professionally,

but still not happy?
 Tami helps elite clients find their winning formula 
achieving wealth, happiness, impact & legacy.

  • Elite VIP Coaching Packages

  • 1-Day Transformation Intensives

  • LoveYourLife360 1-wk Retreats

Engage & Inspire
Your Audience

Book Tami to Speak


on Impact

Inspire your Audience  

on their path to success through Wealth <-> Impact alignment across asset classes while avoiding pitfalls and unintended consequences.

  • Inspiring Guest Speaker

  • High Energy Keynote/Emcee

  • Crowd-Favorite Moderator

"Tami is gifted, knowledgeable, and fun. I found her SMART Charity [framework] very helpful for my personal charity and non-profit boards. She has a very strategic viewpoint and gets the human side of the equation."


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  Peter O’Neill

  Chair, Rockefeller Family Council

  Board Member, Rockefeller Brothers Fund

  Board Member, Winrock International


Tami impresses on so many levels -- high energy, entrepreneurial spirit, and the rare ability to both see new opportunities and make them happen.  I had the pleasure of working with Tami... on strategic international environmental, economic and sustainability issues for business, and I consider her one of the most knowledgeable, capable and imaginative people I have ever encountered. She is a generous leader, a valuable partner and a tireless professional.”

Norine Kennedy  VP, Strategic International Engagement, Energy & Environmental Affairs  
U.S. Council for International Business 

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Talk Show


My passion is guiding individuals and their organizations to thrive to their utmost. We all know that, without the right coach, being successful doesn’t always equate to being happy. And without the right advice, being a responsible fiduciary doesn’t always equate to making optimal choices from an impact perspective. 

Whether you are a Private Wealth Advisor balancing the demands of a patriarch client with the desires of a spouse or nextgen heirs, an individual with too many tradeoffs and competing objectives in your life, or an entrepreneur with competing investor demands, if you are ready for coaching, I will help you achieve all of your goals at the same time!

In working with my clients, whether working one-on-one with UHNW clients to achieve competing personal and professional goals, lecturing at top MBA programs, running Wealth Advisors' client heir impact retreats, coaching founders on pitch prep prior to funding rounds or keynoting globally at family office conferences, I bring the alchemy of my background -– a rare mix of three decades of deep experience across financial, intergovernmental and philanthropic work, insights from the proprietary impact diligence framework I developed while at Harvard and lecture on globally, and years as an executive coach to members of some of the world’s largest families (after being hand-selected and trained by Tony Robbins himself at his highest level of training) -- to work for you and help you achieve your most important goals that had seemed elusive, better aligning wealth and values, making shifts for core happiness, and achieving needle-moving impact in the world.  If you are ready, I look forward to accelerating your pivot personally and professionally to a life you love, with deeper meaning, more joy, bigger career successes and ripples of impact in the world in all the ways that matter most to you!

Are your goals worth investing in achieving?  If so, let's get started.  

Helping CSR programs, social entrepreneurs and philanthropists reach global scale and improve impact

to structure your initiative 

for more successful 

impact while strengthening financial returns. 

Customized Roadmaps for Improved Results

ESG and SRI impact investing products for asset managers, hedge funds, family offices, VC, private equity.

Private Wealth Advisors: "Client Perk" Offerings for Heirs
Building Relationships to Retain Clients through Wealth Transitions

to gain a retention edge,

solidifying your relationship with client heirsby securing access

for them to attend

Next Gen Success' proprietary 

impact programming 

through your firm.

Do smarter charity and philanthropy

Book Tami Kesselman to help you engage with the UN Sustainable Development Goals (SDGs) in ways that strengthen your outcomes. 


With some of the world's largest companies leading the way, business, governments, the nonprofit sector, and individual investors around the world are pivoting their language and strategies to align with the UN Sustainable Development Goals (SDGs)


During the United Nations' General Assembly of world leaders in 2015, all 193 member countries - after extensive input from the private sector, the aid community, and thousands of individual consultations throughout the world -  ratified 17 Sustainable Development Goals (SDGs) to be met by 2030.  


Tami Kesselman was involved in the consultative process and convened the Capital Markets Global Summit Leadership Roundtable at the United Nations in conjunction with UNCTAD. She regularly keynotes at global business, nonprofit, and government conferences, speaking on impact investing opportunities that align with the SDGs.

Aligned Investing Global helps clients invest with the UN Sustainable Development Goals (SDGs)
Aligning investment goals with the UN SDGs - partnerships for improved ESG and SRI returns



Donating to Charity?  
Your Probably Doing it Wrong!

Read this BEFORE 
Your Next Charitable Donation

a better

Have you noticed that many 'aid' organizations keep feeding poverty instead of fixing it?  When organizations spend every dollar of donations on feeding the homeless (or feeding starving children in Africa, or building houses in flood zones; or delivering AIDS meds but not condoms, etc) without spending ANY significant money on FIXING underlying infrastructure issue, we doom those beneficiaries to a cycle of failure for decades to come.  Our dollars become part of the systemic problem.


Though we must help those in crisis now, if we pledge to 'Tithe10%' of every crisis dollar to fixing broken infrastructure around that problem, while 90% goes to the current crisis, we can begin to fix poverty long term instead of just feeding it. When you donate to people in crisis, make sure the organization is FIXING a problem, not perpetuating it, or do your research and pledge 10% of your time or effort toward long term solutions.  Fix the future.  

It's easy and it matters.

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