Cassie co-founded Wealth Currents the Wealth Design Studio. She works internationally to reimagine and redesign the private wealth ecosystem —its psychology and its structures— so more capital flows, faster, as a regenerative and worldbuilding force.
CO_ is a steward-owned, systemic investing collective working at the meeting point of climate change and poverty. Across a $35m Latin American fund, a $60m global portfolio and a philanthropic foundation, it finances cooperatives, commons, ventures and community-held land.
Family offices are famously discreet. They’re designed, in part, so that the rest of us never think about them. PFC, an Italian family office constituted as a Benefit Corporation, has taken a different approach.
The gap between what wealth-holding families say they want their fortunes to do and what their fortunes actually do is now extensively documented. Since 2018, Dr Bridget Kustin, an economic anthropologist at Oxford’s Saïd Business School, has interviewed family offices across twelve countries.
The word enough comes down to us from the Old English genōg, and further back from a root that meant to reach, to attain, as though enough were never a quantity at all but a place. And places, unlike numbers, can be known by moving through them.
The first meeting with your wealth advisor deserves more than the usual script, and so does every one after it. What follows is a way to use the time differently: three layers of questions.