Our Work
Consultancy
We offer a range of bespoke consulting services for individuals, families, trusts and foundations.
We help individuals and families to translate their values into concrete wealth redistribution objectives anchored in identifying a "financial ceiling" for their personal wealth.
We equip our clients with the multidisciplinary support they need to create a wealth plan that sits in line with their values and serves as an independent accountability framework. Where appropriate, we extend our support to our clients’ professional advisors and family offices to ensure effective implementation of their desired wealth redistribution objectives.
We encourage our clients to adopt a reparative approach to redistribution of excess wealth. This involves identifying any harm incurred by the people groups, communities, and the planet in the creation of wealth and its ongoing accumulation; and committing to repair such harm through redistribution.
Our work with trusts and foundations primarily involves helping boards to move away from extractive investment models to more regenerative, reparative, and sustainable alternatives which mobilise capital for the benefit of the communities they seek to serve.
Reimagining Wealth Programme
Individual and family wealth holders have significant influence over whether we have an economy that is regenerative and redistributive. Their actions can help create a society that is more equitable.
We are the creators of Reimagining Wealth, a new educational programme for wealth holders who wish to adopt a more progressive stance towards wealth stewardship and redistribution. Our participants embark on a collective learning experience that creates space for them to consider their relationship to wealth and society alongside like-minded peers, and to activate their agency as actors in the global economy. The content is delivered by leading new economy thinkers and practitioners, such as Kate Raworth and Miatta Fahnbulleh, and experts from a variety of other disciplines.
We also run bespoke learning programmes and workshops for individuals, families, trusts and foundations, family offices and professional advisors.
If you are interested in joining our next Reimagining Wealth cohort please see our brochure and register your interest here.
If you would like more information about a bespoke programme, then please contact us here.
Progressive Advisors’ Movement
Over the next 20 years between $35 trillion and $70 trillion in wealth will change hands between baby boomers and millennials globally.
In 2017, it was estimated by the Kings Court Fund that some £5.5 trillion will pass between generations in the UK alone. This phenomenon, known as the Great Wealth Transfer, is the largest intergenerational wealth transfer in human history. This unprecedented wealth transfer presents a unique opportunity for global capital to move away from extractive investments and excessive accumulation towards building new structures that support a more equitable and regenerative economy.
Starting with a consultation with practitioners and key stakeholders in the private wealth industry, our systems change work will set a new vision for the future of the trusted advisor, such that the private wealth industry is better positioned to support progressive wealth holders who wish to stop accumulating wealth and start repurposing their wealth through redistribution.
A Community of Practice comprising leading private wealth practitioners, wealth holders and other key stakeholders will be established to bring to life a collective vision and roadmap for a new type of wealth advisory support.