Wealth Wisdom for a Well-Lived Life
Wealth Psychology Across Generations: Consulting, Coaching & Education
Unique solutions to wealth’s non-financial matters for UHNW, Family Offices & Family Businesses.
Dr Lami’s Unique Estate Planning &
Wealth Transfer Coaching Program
Do it now before it is too late.
This coaching program is a must for anyone who wishes to save time, resources, and avoid headaches both now and in the future, while also streamlining the process at the lawyer’s office!
My work is unique in the wealth management industry. I assist family offices, family businesses and global UHNW families across the generations, manage the non-fiscal aspects of their wealth. I focus on what matters to them emotionally and mentally. My work includes aspects such as:
- Challanges in Family Businesses
- Relationships & Dynamics in UHNW Families
- Legacy Planning
- Wealth Parenting
- Next Gen Education & Coaching
- Estate Planning & Wealth Transfer
- Wealth Psychology & Relationship with Money
My approach is simple yet profound, focusing on the essence of life’s vital aspects the financial & non-financial.
“Dr Lami has delivered outcomes that have reversed years of unhealthy behaviours by helping us understand the complex psychologies behind our relationships with each other and with wealth.”
Consulting Services: Mastering Family Dynamics
Dr. Lami’s consulting services provide strategic insights and practical solutions to enhance communication, resolve conflicts, and synchronize family goals. She offers:
- Family Governance Structures: Dr. Lami helps families implement effective frameworks that promote transparency and fairness within family decision-making processes.
- Intergenerational Wealth Transfer: She facilitates smooth transitions of wealth by addressing both logistical and emotional aspects, ensuring that all generations are prepared and aligned.
- Customized Family Workshops: Dr. Lami conducts tailored workshops that address specific family needs, focusing on strengthening relationships and understanding the psychological impacts of wealth.
Coaching Services: Empowering Individuals and Families
Dr. Lami provides personalized coaching to empower individuals and families to manage their wealth consciously and purposefully:
- One-on-One Wealth Coaching: She offers private sessions that help individuals explore their relationship with wealth, uncover hidden biases, and develop healthier financial behaviors.
- Family Relationship Dynamics: Dr. Lami assists families in navigating the complex emotional landscapes that wealth can create, forming a deeper understanding and stronger family bonds.
- Succession Planning: She guides families through the sensitive process of planning for future generations, ensuring that transitions are not only financially sound but also emotionally supported.
Educational & Speaking Services: Building Foundations
Education is a cornerstone of Dr. Lami’s practice. She believes that a well-informed individual or family stands the best chance of succeeding across multiple generations.
- Workshops and Seminars: Dr. Lami offers educational programs that cover a range of topics from basic financial literacy to advanced wealth management strategies.
- Tailored Educational Curriculums: For families looking to educate their younger members, Dr. Lami designs curriculums that integrate financial education with personal development.
- Public Speaking Engagements: A renowned speaker, Dr. Lami provides insights at conferences and private events, sharing her expertise on the psychology of wealth and its impact on personal and family dynamics.
Videos & Podcasts on Wealth Psychology
Dr Lami speaking engagements
Family Businesses
Having family relationships and being in business together leads to certain issues. Dr Lami brings a unique set of skills to help resolve challenges in a family business.
Family Offices
UHNW Families
Dr Lami delivers bespoke solutions to match the needs of UHNW families around the globe with the ‘non-financial’ challenges wealth presents across generations.
UHNW Couples & Individuals
Affluence brings a different set of challenges that impact relationships or a
person’s life. Helping resolve such difficulties is one of Dr Lami’s fortes.
Next Generation
Dr Lami guides next gen members’ personal growth and emotional intelligence
that will allow responsible stewardship of their wealth.
Wealth Psychology News & Updates
Navigating the Emotional Landscape of Wealth: Strategies for Successful Wealth Transfer Across Generations
Featuring Dr. Ronit Lami & Next Gen Family Member alongside Todd Benjamin, Former Financial...
The Mental Toll of Unprepared Estate Planning and How to Avoid It
Estate planning is not only a financial and legal responsibility; it also comes with a significant...
Cutting Costs and Reducing Stress: Estate Planning Simplified
Estate planning is often seen as a complicated, expensive, and stressful process. Many people...