LibraryScenariosWhen changing inherited investments angers family members
Scenario

When changing inherited investments angers family members

I liquidated my grandfather's blue-chip portfolio to invest in social impact funds and my family is furious that I'm 'throwing away' his legacy.

Zera
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More people experience this than they realize.

What we've seen

Honoring ancestral memory while living according to current values creates conflict when family heritage and personal integrity point in different directions.

Ideas that help explain it
Worth thinking about

“Where Are You with Socially responsible investing?”

If this sounds familiar, the Library can help you find the bigger picture.