On our radar
Why Wealth Currents
Conversations about wealth are happening in rooms too small for the moment we are living through. They’re taking place among the same people, are based on assumptions inherited through generations and are organised largely around growth, management and preservation of wealth.
Direction ~ On The Ground
Where wealth moves, and what it makes possible.
This section takes readers to the places where emerging futures are already taking shape. It introduces the people reimagining ownership and value, building regenerative economies and creating new possibilities for how we might live together. Through in-depth profiles, case studies and conversations, readers can explore what is being created, what we might learn from it and how wealth could help these possibilities take root and grow.
Capital in Practice: CO_
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.
A Bridge, Not a Fortress
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.
Instruments ~ In Practice
The technical knowledge you actually need.
This section offers accessible, rigorous coverage of the instruments, vehicles and practices changing how wealth can be held and moved, from steward ownership, integrated polycapital and systemic investing to alternative fund structures, governance models and creative ways of working within, around and beyond conventional wealth management. Written for the intelligent non-specialist, it bridges the gap between aspiration and action, helping readers have better conversations with advisers and family members and make more informed decisions.
Private Banking Money Flows
I have been a private banking client for most of my adult life; the annual reviews, the papers with post-it notes, the events I never quite wanted to attend. Through all of it, I never asked what I was actually paying. This article does.
Is Your Family Office Serving You?
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 Questions Behind the Questions
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.
You Don’t Need to Have the Answers
Effective capital stewards don’t know all the answers, instead they’re deeply connected.
Inner Life ~ Under The Surface
The psychology and relational practice of holding wealth.
This section takes seriously the emotional, psychological and relational dimensions of holding significant wealth. It explores the isolation that can come from being unable to speak honestly about money; the guilt, shame or paralysis that may accompany wealth; the questions of identity and belonging that arise when financial circumstances set someone apart from their peers; and the complex family dynamics surrounding intergenerational wealth. Drawing on therapeutic insight, lived experience and emerging research, it makes space for conversations that wealth holders are often having privately but rarely see reflected in print.
Inheriting Differently
Gio inherited wealth at eighteen. Psychologically, it took another fifteen years. For most of that time she treated it as something fragile to pass on without breaking. This is the story of how impact investing changed not just how she invests, but her entire relationship with what she inherited.
What the Body Knows About Enough
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.
Polycapital
For years I was paralysed by financial decisions, until I stopped thinking about money as the only thing at stake. This article maps five resources I own and trade: energy, skills, money, network and story. Considering all five changed how I move through every decision.