Family businesses are unique entities, blending the personal with the professional. They often represent the merging of legacy, heritage, and modern business practices. However, the intimate dynamics in these businesses bring about a set of complexities not typically...
Transferring wealth to the next generation is a complex process that transcends numbers and legalities. It’s a delicate balance of imparting financial knowledge, instilling values, and preparing the younger generation for a responsibility that’s profound...
In a rapidly changing world, the only constant is change. Technological advances, global crises, and shifting societal norms create an environment of perpetual uncertainty. Yet, in this unstable landscape, some individuals not only survive but also thrive. The key to...
Wealth transfer is a critical process for ultra-high-net-worth (UHNW) individuals, shaping not just their legacy but also the financial future of their heirs. However, wealth transfer can be fraught with complexity and requires meticulous planning to avoid common...
Dr Lami features in a recent online article with mrporter.com discussing the popular HBO series Succession and the insights we can gain from the materialism expressed by the Logan family and other main protagonists. Read the Mr Porter article here As a wealth...
Many people feel stressed due to money. In Canada two out of every five reported that their finances were their biggest concern. According to a survey conducted by FP Canada in 2022. This includes those who struggles with their finances and those who are stressed over...
