Our family foundation has grown way beyond what our grandmother ever imagined when she started it, and now my cousins and I are split on whether to keep growing the endowment or start giving most of it away while we're alive to see the impact. Some of us think she'd want us to be bold and transformative with it, others think we're stewards who should preserve it for future generations.
More people experience this than they realize.
A group bound by shared inheritance is discovering that honoring the past and serving the future can pull in opposite directions.
“Where Are You with The ethics of inheritance — how much to leave??”
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.