My trust fund advisor treats me like a child even though I'm 40, but I'm too intimidated by the financial complexity to fire him and manage it myself.
More people experience this than they realize.
Complex financial structures can perpetuate dependency relationships that infantilize wealthy individuals regardless of age or capability.
“Where Are You with Inherited wealth and its complications?”
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.