As usual, case studies are real situations of my past or present money coaching clients. The situations are real, but the identities involved are heavily disguised.
Jeff and his two siblings, a brother and sister, each inherited a sizeable legacy when their parents died. Jeff was conservative, and grew his legacy into an even more significant nest egg and is now independently wealthy. He came to me because there was an unintended consequence to his wisdom: his siblings have very little left to show for their inheritance. He is too uncomfortable to let them know of his secret small fortune in comparison. As you can imagine he then has to hide his lifestyle which has resulted in increasing distance between him and his brother and sister.
Families and money!
What approaches might you suggest to Jeff for bridging the gap, while protecting his own inner boundaries about his wealth?