Comprehensive, Integrated,
Radical, Reparative,
and Redistributive.
Chosen Family Office
Integrated Care Teams to Support Wealth Redistribution Journeys
Together, we align private wealth with social movement.
Financial Services, Reimagined
We proudly serve all kinds of chosen families and families of origin.
LGBTQIPSAA+ Folks - Community Elders - Trans & Gender Expansive Folks - Intergenerational Families - Couples (Unmarried, Married, Domestic Partnerships) - Individuals (Solo, with siblings, parents, friends, etc.) - Platonic Co-Parents - Polyamorous, Non-Monogamous & Multi-Parent Families - Immigrants, Refugees & Asylees - Disabled People & Caretakers - Neuroqueer Pods - Housing Cooperatives & Intentional Communities
Chosen Family Office
Integrated Care Teams to Support Wealth Redistribution Journeys
By integrating radical financial professionals across sectors, CFO provides individuals and families with a platform that embodies the effective redistribution of wealth and power. Our comprehensive care teams facilitate a holistic approach to:
- Financial management
- Investment advice
- Estate planning
- Philanthropic & giving advice
- Enoughness coaching
- Somatic services
- And more...
Together, we align private wealth with social movement.
Financial Services, Reimagined
Support | Accountability | Change |
| We support wealth holders along journeys of personal transformation and interpersonal healing to move from ownership to stewardship and ultimately kinship. | CFO helps clients move in deep accountability to a Just Transition, Solidarity Economy Principles, 5Rs of Rematriation, and to those who are directly or indirectly impacted. | We aim to remold the systemic tools of the Wealth Defense Industry (estate planning, tax advising, financial planning, investment management) to create systems-level change for collective liberation. |
Who We Serve
Who We Serve
We proudly serve all kinds of chosen families and families of origin.
We proudly serve all kinds of chosen families and families of origin.
| LGBTQQIPSAA+ Folks | Community Elders | Trans & Gender-expansive Folks |
| Intergenerational Families | Couples (Unmarried, Married, Domestic Partnerships) | Individuals (Solo, with siblings, parents, friends, etc.) |
| Platonic Co-Parents | Polyamorous, Non-Monogamous & Multi-Parent Families | Immigrants, Refugees & Asylees |
| Disabled People & Caretakers | Neuroqueer Pods | Housing Cooperatives & Intentional Communities |
Who we are
Susanna Penfield (she/her)
Director of Relationships
As Director of Relationships, Susanna serves as the touchstone for both clients and practitioners. Her work began personally, with years spent advocating to move inherited assets toward social, economic and climate justice — ultimately leading to a “trust bust” that liberated family wealth to be reinvested in community. 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 catalyzing role of white feminine guilt in narratives of wealth, and a BA in Political Science and Feminist and Gender Studies from Colorado College. Susanna is an avid reader, skier, biker, runner, and occasional polar plunger. Born and raised in Vermont, she currently lives with her partner in Albuquerque, New Mexico.
She is also a writer who is in the process of sharing her own money journey through an ongoing blog/newsletter called The BUSTED Chronicles.
leo freeman (he/they)
Founder and CEO
leo freeman is a thinker and a tinkerer with a musician’s brain and an activist’s heart. for the past eight years, leo has worked inside of the financial services industrial complex as an advisor (learning the master’s tools), then as a social justice financial advisor with adasina social capital (wielding the master’s tools in service of social justice movements), and most recently as the director of fund development with seed commons (building new tools to channel non-extractive capital to community).
a passionate advocate for intersectional justice, leo brings a systems approach to his work with philanthropic orgs, institutional and individual investors and financial advisors. leo is a founding member and inaugural steering crew member of the radical planners community, a co-creator of capital J collective, a co-director of (re)define, and a member of the transformative25 committee.
leo is not big on academia, but he does hold a few degrees from csu sacramento in jazz performance and pedagogy. he is an accredited investment fiduciary analyst and holds a series 65 license.
leo lives in berkeley with their dog, friend. leo is an anticapitalist, abolitionist, vegan, feminist, activist, non-zionist, anarcho-utopianist who reads a ton of queer theory and liberation lit and is focused on building and deepening community relationships and dreaming the world to come.
Ilana Rosenberg (she/they)
Director of Finance and Operations
Ilana brings their passion for workflows, filing systems, and creative problem solving to Chosen Family Office as the Director of Operations. From her work in LGBTQIA+ advocacy and creating a virtual assistant business, she has experience building, reshaping, and maintaining operational systems to align with organizational values. As a practical-minded individual born into generational wealth, Ilana sought out this work to better understand how to align their own values to their financial assets. Ilana grew up outside of Chicago and currently resides in Richmond, Virginia. They spend their time swimming laps, going on long walks, and training her new puppy, Dip.
Work With Us
Click below to fill out our interest form!