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.”
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.
Videos & Podcasts on Wealth Psychology
Dr Lami speaking engagements
Premium Services:
Family Wealth & Wellbeing
Create The Breakthrough That Will Help the Generations. An exclusive opportunity designed for those committed to living life by reaching new inner destinations… These services are not for everyone. They are designed for…
Speaking Services:
Psychology of Wealth
Dr. Lami is considered an insightful, cutting-edge and thought-provoking speaker on the Psychology of Wealth. Speaking on the impact of money, the obstacles to wealth transfer and how to prepare the next generation.
Wealth Psychologist: Books & Booklets
On this page you will find books, booklets and workbooks about various aspects related to the psychology of money & wealth, relationship, and success by Wealth Psychologist Dr Lami.
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...