A collection of what has caught our attention lately, from books, podcasts and publications to emerging tools and initiatives. Further down, you’ll find our calendar of gatherings, courses and experiences we think are worth knowing about, with opportunities to learn, connect and explore how wealth might flow differently.
Tool: Enough Simulation Tool. Based in the Netherlands, The Enough Project accompanies wealth holders as they work out "how much they actually need for their desired lifestyle, for their loved ones, for the rest of their lives." It caught our attention for the deceptively simple work of naming that number. What it reveals is often surprising, and freeing.
Tool: Conversations About AI from The Metarelationality Institute has created a series of conversations with AI that offer a different way into understanding the technology, its assumptions and its limits. As AI becomes part of so many decisions about wealth, investment and the future, this is a useful resource for anyone wanting to engage with it more thoughtfully, without needing to be a technical expert.
Tool: Term Sheet Builder from Aunnie Patton Power’s Innovative Finance Initiative has put a term sheet builder online, allowing users to explore structures such as revenue-based finance, steward ownership and impact-linked deals. It caught our attention because legal paperwork is often where transformative intentions quietly revert to convention. It also offers a glimpse of what AI might make possible in the design of more innovative financial structures.
Podcast: The Great Simplification by Nate Hagens’ The Great Simplification is one of our go-to podcasts for understanding the metacrisis, bringing energy, ecology, economics and human behaviour into a single frame. If much of this publication is concerned with how wealth might flow differently, Hagens helps us stay oriented to the larger conditions in which those choices are being made.
Publication: Endowing the Future was published two years ago by CIVIC SQUARE and Dark Matter Labs, Endowing the Future remains one of the richest examples we’ve encountered of how philanthropy might move endowments out of extractive markets and into neighbourhood assets governed in common. Written from the lived context of Ladywood in Birmingham, it offers a grounded and unusually thorough account of what it could mean to invest in a community and build wealth beyond the dominant system.
Publication: Redesigning Finance in Service of Life. Ostara Collective argues that the nature finance gap has been misdiagnosed: capital is not the scarce resource; the deeper problem is a financial system built for extraction. Drawing on years spent inside institutional finance, the team makes the case for rooted, regenerative finance held closer to land and to the people already tending it. I take this work seriously because it comes from people who tried to change the system from within and concluded that something more fundamental is needed.
Initiative: Extreme Wealth Line. Backed by Patriotic Millionaires, the New Economics Foundation and LSE's International Inequalities Institute among others, the Extreme Wealth Line initiative is working to define a harm-based threshold for excessive wealth, a mirror to the poverty line, intended to inform policy and reframe the conversation on inequality. It caught our attention as a rare attempt to put a hard number on "too much," backed by academic research rather than intuition alone. Whether or not a single line can ever hold, the attempt says something about how urgently this conversation needs better tools.
Book: Albion by Anna Hope. Albion follows the Brooke family as they gather to bury their patriarch and decide the fate of the thousand-acre estate he leaves behind — one sister dreaming of rewilding it, another eyeing a luxury retreat, as disclosures about the family's colonial history unsettle any tidy vision of the future. It caught our attention as a rare novel willing to sit inside the tangle of inherited land, wealth and reckoning rather than resolve it too neatly. It's a reminder that the questions we spend our days on show up in fiction too, and sometimes land harder there.
Book: Control Why Big Giving Falls Short by Glen Galaich. It’s rare that industry leaders admit that they got it wrong. Glen Galaich spend decades building and championing the field of strategic philanthropy, only to realize how severely limited it is in practice. This book follows how he came to this realization through his journey leading the Stupski Foundation. He breaks down all the ways that donor control gets in the way and offers suggestions for more impactful, community-centered giving.
Book: Brave New Capital. Aunnie Patton Power and Erinch Sahan’s forthcoming Brave New Capital explores how the structures around capital can shift power, from worker-owned funds to investment decisions made by communities. With a foreword by Kate Raworth, it is a companion to Adventure Finance, moving the conversation from innovative financial instruments to who owns, governs and controls them. The book is available to pre-order now, with profits reinvested in the ecosystem it documents.
Mark Your Diary
A few gatherings, courses and other opportunities to learn, connect and encounter some of the ideas shaping how wealth might flow differently.
Money & Banking for a Regenerative Economy 31 August 2026 · Online · Three-week course. Capital Institute’s course is for anyone wanting to understand more deeply how money and banking shape the economy, and how they might instead serve long-term social and ecological wellbeing. We're including it because finance can often feel unnecessarily impenetrable, and this offers an accessible way into both understanding the system and imagining how it could work differently. Find out more.
Wealth Holder Learning Series: The Harms of Extreme Wealth. 8 September 2026 (next session) · Online · Six-part series. Organised by Patriotic Millionaires International with the London School of Economics, New Economics Foundation, Oxfam and Ingrid Robeyns, this wealth-holder-only series works through the societal, psychological, democratic, environmental and economic harms of extreme wealth, before landing on the Extreme Wealth Line itself. We're including it because it's a rare space built specifically for wealth holders to sit with these questions together, under Chatham House rules, rather than work through them alone. Find out more.
The Matriline: For Multiple Generations of Women. Apply by September 30th · Canada, Europe and Asia · Hybrid. What becomes possible when women from different generations of the same family come together to consciously shape the future of their wealth? Matriline is a nine-month journey being created for women wealth holders across different generations of the same family. Through online sessions and in-person gatherings, it makes space to explore not only how financial wealth moves through a lineage, but also the stories, responsibilities, silences and possibilities that travel with it. Find out more and apply.
Reimagining Wealth. Cohorts begin September 2026 and March 2027 · Online (Zoom) · 12 weekly sessions over 4 months. Good Ancestor Movement's flagship programme for wealth holders looks at inequality, repair and wealth stewardship through the lens of the global economy and social and climate justice, with sessions led by thinkers including Jason Hickel, Ingrid Robeyns, Roman Krznaric and Kojo Koram. Delivered over Zoom in small groups, it makes room for the emotional weight of the material as much as the intellectual case, treating peer reflection as part of the work rather than a distraction from it. We're including it because it has been one of the most transformative programs for Marine in her wealth journey. Find out more.
Post-Capitalist Philanthropy with Lynn Murphy and Alnoor Ladha 16–22 September 2026 · Tierra Valiente, Costa Rica · In person. This intimate seven-day gathering invites funders and funder activists to explore the inner and outer work of moving capital towards post-capitalist possibilities. We're recommending it because it goes beyond philanthropy’s strategies and instruments to ask more fundamental questions about power, privilege, transition and what it means to place capital in service to life. The gathering is invitation-only, with a small number of places available. Find out more and apply.
New Economies Gathering 12–13 October 2026 · Bonn, Germany · In person. Partners for a New Economy’s annual gathering brings together people working across movements, research, philanthropy, public institutions and civil society to build economies that better serve people and nature. This year’s theme, Turning Together, feels especially timely, asking what becomes possible when fragmented efforts begin to recognise and strengthen one another. Find out more.
Qui veut garder des millions ? 13–17 October 2026 · Brussels, Belgium · Theatre in French. Created by Céline Estenne and Joana B Polge from real interviews with heirs, this play at la Balsamine pulls back the curtain on families where wealth is inherited rather than earned — and on the silence that surrounds it. Blending humour, magic and song, it tackles inheritance as one of the least-discussed drivers of inequality today. We're including it because it takes a subject we usually approach through data and policy, and finds a way to make it visceral, funny and personal instead. Tickets and information
Impact Investing for the Next Generation. 20-23 October 2026 Module 1 · Zürich, Switzerland · In person. 14-16-23 April 2027 Module 2 · Boston, United States · In person. This Centre for Sustainable Finance & Private Wealth (CSP) program for wealth holders focuses on how to align your portfolio with your values through impact investing. Alongside your peers you’ll building the knowledge, skills, and network to invest with confidence and an impact lens over this seven month cohort program. Find out more
GIIN Impact Forum 2026 27–29 October 2026 · Amsterdam, Netherlands · In person. The GIIN Impact Forum is one of the largest annual gatherings of the global impact-investing community. For those working closer to the established investment field, it is a useful place to hear where the conversation is moving, encounter emerging practice and understand the questions currently occupying investors and practitioners. Find out more.
The Day of Steward-Ownership Belgium17 November 2026 · Brussels, Belgium · In person. Steward-ownership offers one of the most practical alternatives to conventional company ownership, separating control from the financial interests that can pull an organisation away from its purpose. This gathering brings together entrepreneurs, investors, researchers and others working with the model, making it a good opportunity to learn from the people putting it into practice. Find out more.