My siblings and I inherited Dad's small investment portfolio and want to transition it toward impact investing to honor his environmental values, but we can't agree on whether to prioritize climate solutions, social justice, or keeping some traditional investments for stability. Each of us thinks we understand what Dad would have wanted, and the conversations keep turning into arguments about who knew him best rather than what actually makes sense financially.
More people experience this than they realize.
Inherited wealth becomes a battleground for different interpretations of a deceased person's values and different risk tolerances among survivors.
“Where Are You with Impact investing and patient capital?”
If this sounds familiar, the Library can help you find the bigger picture.