Wealth Wisdom for a Well-Lived Life

Dr. Ronit Lami | Global Expert in Generational Wealth PsychologyTM

Translating Wealth Into Legacy, Leadership & Lasting Connections.

Dr Lami as featured in

Fostering Transformation Through Our Core Offerings:

  • Ultra-Elite Processes: 360° engagements for deep, lasting transformation across generations.

  • Generational Wealth Psychology™: A propriety method  to help you transelate wealth into enduring legacy, visionary leadership, and meaningful relationships.
  • Family Business & Family Dynamics Advisory: Resolving tensions to improve performance and preserve relationships.
  • Wealth Transfer Readiness: Preparing families for seamless emotional and financial transitions.
  • Executive & Educational Programs: Tailored learning for families, advisors, and institutions.
  • Legacy Architecture: Building legacies that are emotionally grounded and financially sound.

Read more →

 

“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.”

Psychology of Wealth Management

Family & Family Business Advisory

Dr. Lami helps families enhance communication, resolve conflict, and align across generations.

  • Family Relationship Dynamics: Address the emotional complexities of wealth, fostering deeper understanding, trust, and lasting connection.
  • Family Governance: Build fair, transparent structures for effective decision-making.
  • Customized Workshops & Retreats: Tailored sessions to strengthen relationships and address wealth-related dynamics.

     

    Psychology of Wealth Management

    Ultra Elite Process for Individuals and Families

    The Legacy ReCode™: A year-long, bespoke process to align wealth with values, relationships, and legacy: 

    • Generational Wealth Psychology: Transelate wealth into legacy, Leadership & Lasting Connections. 
    • Succession: Ensuring that transitions are not only financially sound but also emotionally supported. 
    • Emotional & Financial Wealth Transfer, what families miss that money can’t fix: Navigate the emotional and logistical complexities of passing on wealth, ensuring readiness and alignment across all generations.

    Speaking, Teaching & Education Programs 

    Understanding the intricacies of Wealth Psychology is key to lasting success.

    • Workshops & Seminars: Engaging programs on the psychology of wealth, designed for families, advisors, and institutions.

    • Tailored Family Curriculums: 
      Educational journeys for family members, especially the rising generation, to ensure responsible wealth stewardship and long-term preservation.

    • Speaking Engagements: Delivering thought leading talks at conferences and private events.

    Dr Lami speaking engagements

    20+ Years

    of Global Expertise

    $3 Billion+

    in Wealth Transferred

    Over 400+

    Clients Transformed

    500+ Published

    Insights & Tools

    Wealth Psychology News & Updates

     

    ]