My siblings and I control our family foundation and we can't agree on what 'responsible investing' even means - one wants climate-only funds, another wants broad ESG screening, and I think we should prioritize returns to maximize our charitable giving. Our quarterly meetings are becoming tense and we're avoiding the real conversation about dad's original vision.
More people experience this than they realize.
A family is discovering that shared wealth doesn't guarantee shared values, and avoiding the deeper conversation about legacy and purpose.
“Where Are You with Socially responsible investing?”
If this sounds familiar, the Library can help you find the bigger picture.