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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 a relationship with money whether we know it or not. This relationship determines how we think, speak and act about money. It also impacts other relationships. We have all witnessed how relationships can be stressed and hurt when financial affairs are perceived by one side or the other to be unfair; how communication breaks down; how resentment can burn deeply… This relationship will shows up everywhere in our lives, from our investment decision making, spending and saving habits, the estate planning process to how much we give away and the choices we make.

Dr. Lami is a uniquely qualified professional working within the wealth management industry. A clinically trained 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 emotions have on matters relating to wealth, relationships, parenting, family history, planning, succession and other processes. Dr. Lami helps clients shorten, smooth and simplify challenges and processes. She also speaks and writes widely on such matters and provides related education programs.

ABOUT DR. LAMI

Dr. Roni(t) Meshie Mai Lami is an internationally renowned psychologist, an expert on the psychology of money, success and relationships and is widely recognized as one of the most insightful voices on personal and professional development.

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CLIENT SERVICES

Our services are designed around the philosophy that wealth, success or fame create new challenges that involve more than technical skills, or sound financial and legal advice to resolve. Above all, these challenges require to develop a deeper understanding of their respective mind-sets and the impact emotions have on matters relating to wealth, relationships, parenting, family history, planning, succession and other processes. Dr. Lami helps  simplify, shorten and find solutions to these challenges and processes.

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ADVISOR SERVICES

Advisor Services

Our coaching and consulting services are designed to equip advisors with an improved knowledge of the emotional, non-financial complexities surrounding money and wealth so that they can better understand and serve their clients.

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AS FEATURED IN

Dr. Lami’s work in the field of Wealth Psychology has been featured in international and national media, including CNN, BBC, Forbes, The Wall Street Journal, The Sunday Times, The Guardian, Financial Times, Worth Magazine and Financial Advisor Magazine.

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