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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 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.

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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