in this episode…you’ll hear from
(she/her) sharing her story about:organizing her family and financial team to dissolving her $1M trust fund so that she could redistribute her wealth and reinvest it in solidarity economy projects.
creating integrated care teams of values-aligned financial professionals (which is how we met!) called Chosen Family Office
Breaking Up Sequestered Trusts and Endowments for Distribution (BUSTED, learn more by checking out her writing on The BUSTED Chronicles).
More about :
As an inheritor of intergenerational wealth, Susanna is dedicated to disrupting cycles of power from within privilege. Her work began personally, with years spent working to align inherited assets with social and ecological justice, ultimately leading to a family “trust bust." She now applies this experience as Director of Relationships at Chosen Family Office, where she facilitates connections between wealth holders and financial professionals in support of social-movement-driven wealth redistribution.
Susanna is also a Senior Fellow with the Impact Finance Center and is part of the launch team for Trustworthy Impact, the first-ever 100% impact-oriented independent trust company. In addition, she is an alumna of the Just Economy Institute, co- leader of the Vermont
chapter of Resource Generation, and member of the Solidaire Network. Susanna holds an MSc in Gender Studies from the London School of Economics, where her research focused on the role of white feminine guilt in narratives of wealth, and is now entwining that work with her personal money journey through a substack titled The BUSTED Chronicles. Susanna earned a BA in Political Science and Feminist and Gender Studies from Colorado College. Born and raised in Vermont, she now lives with her partner in Albuquerque, NM.
more about the Reimagine Wealth podcast:
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)
email info@reimaginewealth.net to share any questions or topics you’d like me to explore this season!
check out the Reimagine Wealth website to learn more about my work
publishing cadence? still figuring this out, check back or subscribe to see latest episodes!
resources and links lifted up in this episode:
Community Development Financial Institutions (CDFIs)
Oweesta is an example of an Indigenous CDFI
Integrated Capital resources:
Share this post