Wealth Psychology Across Generations
Working with individuals, families and professionals on peak performance and solutions to non-financial challenges created by money & wealth
We all have Emotional Intelligence (EQ). Our EQ determines how we think, speak and act. It will affect the depth and quality of our relationships and how we interact and communicate. Our EQ also impacts our approach to money and wealth, and our relationship with it. It determines our level of financial success, as well as how we feel about money, how we approach it or what we do with it. It shows up everywhere in our lives. From our investment decision making, our spending and saving habits, our approach to estate planning, how much we give away, our life style desires and the choices we make. We have all witnessed how relationships can be stressed and hurt when financial affairs are perceived by one side or other as unfair … how communication breaks down … how resentment can burn deeply … how children become too complacent, lacking the motivation to realise their full potential… how wealth inequality negatively impacts marriages… or how wealth succession plans can provoke feelings of jealousy and unfairness, or despair and depression…
Dr. Lami is unique within the wealth management industry. A Clinically Licensed Psychologist from California and a UK Chartered Psychologist, for nearly 20 years, Dr Lami has been assisting global HNW families manage the non-fiscal aspects of their wealth across the generations. Her work focuses on finding creative and relevant solutions to the non-financial challenges of wealth by facilitating, advising, educating and coaching them to develop a deeper understanding of their respective mind-sets and the impact Emotional Intelligence has on matters relating to wealth, relationships, parenting, family history, planning, succession and other processes. Coming from a family business background, Dr Lami has personal and professional experience in this space, as she helps clients shorten, smooth and simplify challenges and processes. Dr Lami regularly writes and lectures on the subject in the US and Europe. References are available.
There is no blueprint to Dr. Lami’s work, as each family and each Dr. Lami builds the structure of her work around the issues that she pinpoints in each situation.