Our private equity team is having heated internal debates about ESG investing because half of us think it's the future of responsible wealth management and the other half think it's just expensive virtue signaling that hurts returns for our ultra-high-net-worth clients.
More people experience this than they realize.
Competing definitions of fiduciary duty create operational paralysis when values and returns appear to conflict.
“Where Are You with Wealth identity and the ultra-rich?”
Peri can explain why this happens, help you decide if this is the right situation for you, and point toward the right journey or coach.
If this sounds familiar, the Library can help you find the bigger picture.