Good Ancestor Movement

Company Profile

Launched in 2021, the Good Ancestor Movement is a not-for-profit social purpose organisation which exists to disrupt traditional approaches to wealth stewardship by challenging ideas about the economy, wealth accumulation, tax minimisation and the redistribution of resources and power. Our work is framed through an ongoing enquiry of what it means to be ‘good ancestors’.

In a time of significant social, economic and ecological upheaval, the Good Ancestor Movement supports values-led individuals and families who want to move beyond business as usual wealth accumulation and traditional philanthropic giving towards holistic wealth redistribution in service of people and the planet. Our small yet highly skilled team has developed its offerings following a depth of experience working in the traditional wealth advisory industry and seeing how it was failing values-led clients. The organisation’s principal offerings include bespoke strategic consultancy, educational offerings, redistribution strategies and funding vehicles.

Strategic consultancy

Through our bespoke strategic consultancy offering, we help wealth holders to unpack their values and ideal vision of the world they want to leave future generations and recognise where they are in conflict in regard to their wealth and tax practices. Our aim is to support clients to exercise their own agency to create their own narrative surrounding wealth based on their purpose and values.

By offering them a space for rigorous reflection, our clients create wealth plans that identify ‘excess’ wealth and explore practices around investment, tax, business ownership and repair. Specifically, our strategic support helps individuals and families to: set limits on personal wealth by interrogating the idea of ‘how much is enough’; align their tax practices with what they believe about the role of tax in society; review and redefine their relationship to investment and financial returns; and explore the role of their private businesses. Trusted advisers, such as financial planners, lawyers and tax advisers, are brought in to support this work as appropriate.

The dynamic team behind the consultancy hold over 25 years’ combined experience in the private wealth industry. Stephanie Brobbey works alongside her colleague Muna Rogoff, a former private wealth lawyer of 15 years, who is an accredited Trauma of Money practitioner, and director of resource mobilisation Kiki Mager.

Educational programmes

Good Ancestor Movement provides a variety of educational pathways for wealth holders. Our flagship cohort-based educational programme, ‘Reimagining Wealth’, brings together values-led wealth holders to learn from some of the best public intellectuals and practitioners. The programme focuses on exploring the narratives and mindsets which shape our understanding of the dominant economic system and situates wealth in that context.

We partner with prominent experts, connecting wealth holders to different ideas and allowing them to reflect on their unique role in different parts of the economy and society. This supports wealth holders to act and consider how they might go about rewriting their own wealth narrative and engage in transformative redistribution informed by the programme content. Previous speakers include renegade economist Kate Raworth, Ingrid Robeyns, Kojo Koram and Roman Krznaric, to name a few.

Through our programmes and consultancy, we have worked with individuals from some of the most prominent and powerful wealth-holding families across the UK, Europe and North America to transform their mindsets and practices around values-aligned wealth stewardship and redistribution.

Redistribution

The Catalytic Collective is an emergent vehicle and community of practice in which radical funding practices align with our community of good ancestors through a pooled fund. We are exploring how to shift power and control over the redistribution of funds to those who know best where it is needed most: communities and movement organisers on the ground, deeply embedded on the frontlines of harmful systems which perpetuate inequality and ecological degradation. We also have an emergent practice which supports wealth holders to provide non-extractive capital to community based organisations.