The management of the future is Wealthing management.

Wealthing is a management and investment philosophy centered on dynamic, collaborative wealth creation — not extraction, accumulation, or preservation.

Watch — 46 sec

"Socioeconomic progress is built by individuals leveraging passion, collaboration, and legacy, so we all grow together — instead of at each other's expense."

— Alicia Castillo Holley, PhD

Self-Assessment

Check your Wealthing Score

Choose the lens that fits you, click each principle to read it, then rate yourself 1–5.

Focus on the Whole — Ecosystem Impact

I prefer to increase the size of the market. We prefer to build a culture of internal and external collaboration. We prefer to allocate some resources to support entrepreneurship and innovation, even if we lose money.
Where do you fall?

1I prefer to grow my market share.

5I prefer to increase the size of the market.

1We prefer to build a culture of internal and external competition.

5We prefer to build a culture of internal and external collaboration.

1We prefer to focus on capital preservation.

5We prefer to allocate some resources to support entrepreneurship and innovation, even if we lose money.

Create Wealth — Collaborative Creation

I prefer to exchange resources with others. We prefer to exchange resources with other organizations. We prefer to study and explore how our resources can create new wealth.
Where do you fall?

1I prefer to control resources myself.

5I prefer to exchange resources with others.

1We prefer to control our resources internally.

5We prefer to exchange resources with other organizations.

1We prefer to extract wealth from the resources we already have.

5We prefer to study and explore how our resources can create new wealth.

Take Action — Agile Execution

I prefer to act with enough information, then adjust as I go. We prefer to act with enough information, then adjust as we go. We prefer to take steps to explore new avenues, adjusting as we go.
Where do you fall?

1I prefer to have all the information before I act.

5I prefer to act with enough information, then adjust as I go.

1We prefer to have complete information before acting.

5We prefer to act with enough information, then adjust as we go.

1We prefer to have all the information before we act.

5We prefer to take steps to explore new avenues, adjusting as we go.

Markets move too fast — by the time you've gathered every piece of information, it's often already obsolete. Break the action into manageable pieces, then reflect and adjust after each one.

Become — Personal & Organizational Journey

I prefer to measure my value as my progress in my own journey. We prefer to measure our value as our progress in our own evolution. We prefer to evolve our values and legacy with each generation.
Where do you fall?

1I prefer to measure my value against the status quo.

5I prefer to measure my value as my progress in my own journey.

1We prefer to measure our value against industry benchmarks.

5We prefer to measure our value as our progress in our own evolution.

1We prefer to preserve our values and legacy as they were founded.

5We prefer to evolve our values and legacy with each generation.

Trust Passion — Growth Mindset

I prefer to focus on what I'm passionate about. We prefer to hire and promote based on genuine drive and curiosity. We prefer to channel members' interests into the wealth creation process for the family.
Where do you fall?

1I prefer to rely on talents that others recognize in me.

5I prefer to focus on what I'm passionate about.

1We prefer to hire and promote based on proven, recognized skills.

5We prefer to hire and promote based on genuine drive and curiosity.

1We prefer to let members fund their own interests separately.

5We prefer to channel members' interests into the wealth creation process for the family.

Make Meaning — Purpose-First Impact

I prefer to understand the overall impact my money has. We prefer to understand the overall impact our decisions have. We prefer to understand the overall impact our capital has across generations.
Where do you fall?

1I prefer to monetize opportunities as they come.

5I prefer to understand the overall impact my money has.

1We prefer to monetize every opportunity as it comes.

5We prefer to understand the overall impact our decisions have.

1We prefer to focus on preserving financial capital across generations.

5We prefer to understand the overall impact our capital has across generations.

WHOLE WEALTH ACTION BECOME PASSION MEANING
Your Wealthing Score — / 30 Rate all six to calculate Discuss Your Score →
What the score means
25–30Generative Leader

High systemic integration — mentor others, deepen ecosystem partnerships.

18–24Active Transitioner

Strong foundations — bridge the gap between intention and execution.

6–17Foundational

Real room to grow — shift from extraction toward creation, one principle at a time.

Programs

Five ways to put the principles into practice

Programs tailored to specific audiences of 20–100 individuals seeking to apply the Wealthing Principles.

Investors

Angel & Venture Capital Investing

For high-net-worth investors ready to invest, not just observe, in angel and venture capital deals. Deal rooms, live case reviews, and direct time with active investors — built for accredited investors who want a real return, not vanity investing.

Founder

Dreams to Goals & Researchers Program

For individuals turning passion as founders, scientists, or investors into a personal roadmap, across four quadrants: talent, passion, dreams, and goals. For scientists and inventors specifically, this includes the mindset and tools to commercialize research into economic and social value.

Fund Seekers

Funding Your Company from A to Z

For founders raising capital — covering unfunding, crowdfunding, angels vs. partners, venture capital, debt, valuation, and negotiation.

The Club

Wealthing VC Club

Training on how to invest in and support innovative, high-impact companies in a collaborative way — free to Wealthing VC Club members. For accredited investors and family offices that want to increase their exposure to institutional VC-quality deals, with individual choice. Explore Wealthing VC Club →

Programs are customized by cohort and availability. Contact the Institute to discuss which track fits your goals.

Alicia Castillo Holley, Founder of the Wealthing Institute Alicia Castillo Holley

About the Founder

Alicia Castillo Holley, PhD

Founder, Wealthing Institute · Founder & Primary Investor, Wealthing VC Club

Dr. Castillo Holley is an international Silicon Valley investor. She builds and invests in high-impact companies. She built and runs her own family office, holds an active portfolio of 80+ companies, and is a Limited Partner in 14+ venture capital funds globally.

As an entrepreneur, she has started 20 companies and founded five non-profits. She founded Chile's first seed capital fund and played a pivotal role building the country's venture capital industry and entrepreneurial curriculum. She holds a PhD in Finance and Entrepreneurship from the University of Western Australia and an MBA from Babson College.

80+portfolio companies
14+VC funds, as LP
20companies started
5non-profits founded

Contact us for customized programs.

Request More Information →

Books & Podcast

The thinking, in print and in conversation

For those who want to go deeper than a program — Alicia's books and weekly interviews with founders, family offices, and venture capitalists.

The Ten Unwealthy Habits

Take the Breaks Off

Ten invisible habits that keep capable people stuck with money — with a remedy for each one.

También en español: Los Diez Hábitos Antiprosperidad — Rompa el Ancla de su Prosperidad

How to Fund Your Million Dollar Idea

Stop wasting time and find the ideal fit for your funding needs

A practical guide to matching the right capital mechanism to the right stage of your company.

Creando Empresas Fabulosas

Cómo Crear, Reinventar y Financiar Empresas de Alto Impacto

A Spanish-language guide to creating, reinventing, and funding high-impact companies.

See the full bibliography on Alicia's personal site →

The Wealthing Podcast

Real questions, for real people.

A weekly conversation with founders, venture capitalists, and family offices about wealth creation, venture investing, and progress — hosted by Alicia Castillo Holley.

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