in this episode…you’ll hear Susanna Penfield (she/her) share her story about organizing her family and financial team to dissolve her $1M trust fund and her work now which includes 1) creating integrated care teams of values-aligned financial professionals (which is how we met!) called Chosen Family Office and 2) Breaking Up Sequestered Trusts and Endowments for Distribution (BUSTED, learn more by checking out her writing on The BUSTED Chronicles).
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music produced by my brother, Joshua Middlebrooks, you can find him on Soundcloud at Intothegerogian
Subscribe to the Reimagine Wealth Substack(episode transcriptions can be accessed through the episode page on the Reimagine Wealth Substack).
resources and links lifted up in this episode:
Community Development Financial Institutions (CDFIs)
Oweesta is an example of an Indigenous CDFI
Integrated Capital resources:
13 Reasons Why Wealth Holders Should Invest in the Solidarity Economy, Alongside Redistributionby Chordata Capital
How to Use Integrated Capital to Shift Power to the Frontlines By Nwamaka Agbo
