Periagoge
Scenario

When families clash over socially responsible investing across generations

My adult children want me to move my investments to align with their climate concerns but I lived through market crashes and prioritize stability, and our family dinners have become subtle guilt trips about my 'fossil fuel profits.' We love each other but this is creating distance and I don't know how to bridge our different experiences with money and risk.

More people experience this than they realize.

What we've seen

Different generations are struggling to understand each other's relationship with financial security and moral responsibility shaped by distinct historical experiences.

Your guide for this
Zera
Zera works with people navigating exactly this kind of situation.
Ideas that help explain it
Worth thinking about

“Where Are You with Socially responsible investing?”

Peri

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.