In this workshop, participants will explore the underlying factors that keep wealth locked up instead of flowing toward just, equitable, and sustainable solutions, especially in this critical moment when the polycrisis demands urgent action.

With over $30 trillion in private wealth poised to transfer in the next decade, experts will use an emerging framework for identifying and prototyping interventions needed to liberate and realign wealth with holistic values. Based on the practical experience of professionals who have been experimenting with legal, accounting, tax, technological, and behavioral interventions, participants will identify opportunities for implementing these strategies in their own practice and portfolios.