Family Wealth Consulting 2017-08-09T07:25:11+00:00

Family Wealth Consulting

There is no shortage of people who can advise on investments or ways to save money. However, as the needs of successful individuals and affluent families have become more complex, it is important to start taking a “therapeutic” approach to wealth management.

The challenges faced by affluent families involve more than just technical skills to resolve. Above all, these challenges require an understanding of the beliefs and feelings that block the road to their effective resolution.

Many families, couples and individuals do not feel comfortable talking about their financial statues and the emotional challenges they may face. However, these challenges involve conscious and unconscious blockages that get in the way – they create tension and inhibits individuals, couples or families from opening up healthy and constructive dialogues and resolutions.

This is why I offers her ‘Family Wealth Consulting and Counseling’ services. My aim is to facilitate, support and guide clients to constructively navigate the non-fiscal aspects of their lives, in a confidential, safe and secure environment. Most of the time, many of us are aware of the problem but find it difficult to apply a solution – particularly when emotions are involved, or when learning a new set of skills is necessary.

There are many subjects that clients’ share during our work together. However, some of the most common subjects we tend to focus on are:

For individuals

Growing up in the shadow of a powerful founder, being heirs to the family’s wealth, or coming into money can be a challenging experiences. Getting the support and coaching to grow and achieve your potential is part of what we will do. I help family members to grow personally and professionally, discover their potential, and find ways to fulfill who they are in the world.

  • Finding meaning and/or purpose
  • Women and Wealth
  • Feeling stuck, overwhelmed or dissatisfied
  • Dealing with stress or anxiety
  • Learning how to successfully manage responsibilities in a demanding world
  • Dealing with internal fears and insecurities when outwardly, having to be the opposite
  • Feeling lonelier and more isolated while being further up in the hierarchy
  • Tiding happiness and fulfillment to monetary achievements
  • Relationships with money and wealth: what is the it and how does it affect you
  • Understanding the value and purpose of money, wealth or success
  • Marrying into money

For Couples

Relationship can be challenging and talking about it is difficult, especially when money plays a role. We all have a relationship with money, whether we know it or not, and our relationship with it consciously and unconsciously affect our connection to one another. When a couple meets to discuss their relationships and the role money plays in it, they can uncover things that have been hidden for a long time. Helping them communicate, resolve difficult issues and understand how money or wealth affect them, is a much needed skill. I help couples overcome difficulties, improve their communication, work together as a team and create the relationship their desire.

  • Views about money and wealth and how to better understand personal feelings, decision-making and actions surrounding it
  • Relationships with money and wealth: what is the it and how does it affect us as a couple
  • Resolving communication issues between couples
  • Create lasting trust, beyond money and wealth
  • Understanding the value and purpose of money, wealth or success as a couple
  • How to raise emotionally healthy, sensible and balanced kids
  • Priorities and values as a couple
  • Money conversations and money issues

For Families

As the needs and challenges of successful individuals and affluent families have become more complex, it is important to understand that to meet these needs and resolve these challenges, they require more than estate planning, governance or the application of technical skills. In fact they require clearing away conscious and unconscious blockages caused by underlying emotions and beliefs that get in the way. It is hard to talk openly about financial status, family wealth or deal with emotional challenges, however avoiding it, inhibit individuals, couples or families from opening up healthy and constructive dialogues to resolve them. I guide families in a way that enable its members to talk about difficult issues in a safe environment, where they feel comfortable to discuss their concerns and differences and move toward resolution.

  • Views about money and wealth and how to better understand personal feelings, decision-making and actions surrounding it
  • Relationships with money and wealth: what is the it and how does it affect us as a family
  • Understanding or redefining family and personal values
  • Family mission and the integration of personal goals
  • Resolving communication issues between family members
  • Learning to create a safe and open environment to express needs and desires for family members
  • Learning to include the next generation in family conversations and decisions (age appropriate)
  • Understanding the value and purpose of money, wealth or success

For more information please refer to the ‘Family meetings and Retreats’ page on this website.

Format

Services are tailored to your lifestyle and unique needs and are offered in various formats:

  1. On-going Consulting and Coaching/Mentoring  – to allow deeper growth and development
  2. Exploratory Days for Individuals (or 1/2 days) – to get to the heart of issues quickly
  3. Exploratory Days for Couples and Families (or 1/2 days) – to involve everyone in the process

Approach

There is no “one-size-fits-all” formula for the work we do as every person and situation is unique. Each time Dr. Lami meets with clients, the primary purpose is to explore their challenges and to gain clarity about the issues at hand and their desired goals. Together, she and her clients will explore the underlying concerns, thoughts, feelings and issues to identify what format will best suit their individual needs.

All matters discussed are treated in complete confidence and with the utmost discretion. 

Dr. Lami is legally and ethically bound by the British Psychological Society and the US state and federal law, including APA and the Health Insurance Portability and Accountability Act of 1996 and related regulations – to keep all her client’s information and disclosure confidential.

“You cannot solve current problems with current thinking. Current problems are the RESULT of current thinking.” – Albert Einstein

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Phone: US +1.323.244.9310 | UK + 44.20.7467.8300