Periagoge
Scenario

How siblings navigate different risk tolerances in climate impact investing

My brother and I pooled money to invest in renewable energy projects, but he wants to focus on established solar companies while I think we should put money into early-stage battery technology and other moonshot solutions. We're both committed to climate impact but we keep arguing about whether to play it safe or take bigger risks, and I think we're really arguing about different theories of how change happens and different comfort levels with potentially losing money.

More people experience this than they realize.

What we've seen

Family members discover their shared climate concerns translate into fundamentally different investment philosophies and risk appetites.

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 Impact investing and patient capital?”

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.

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