Periagoge
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.

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.

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.