Our Offerings > For Wealth Holders
Strategic Consultancy
For clients who are ready to align their wealth with their values, we provide tailored, one-to-one support.
We start by helping you identify prevailing narratives around wealth that may be stopping you from holding your wealth in line with your values and the objectives which are important to you. We delve into topics such as scarcity and financial shame, both on a societal and personal level. Our aim is to support you to create your own narrative around wealth based on your purpose and values. We do this by offering you a space for reflection and dreaming.
We support you to come to your ‘enough’ number via your financial advisor or provide you with the context and space to decide on your ‘enough’ yourself. This ‘enough’ number is always unique to you. Once you decide what ‘enough’ means for you, you can move at your own pace to redistributing the excess portion of your wealth in ways that are just and in line with your objectives and values.
In our work together, we also support you on a deep dive into tax, investments, property, business ownership, reparations and power. We support you to create your own ‘policies’ on these topics which you can share with your advisors. We act as your accountability partner, helping you implement these decisions.
Muna Rogoff leads our consultancy work after 15 years of work as a private wealth lawyer. She is an accredited Trauma of Money practitioner. Kiki Mager and Stephanie Brobbey provide support on aspects of the work that relate to redistribution.
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