Dr. Ronit Meshie-Mai Lami is unique within the wealth management industry. Being a Coach and a Wealth Psychologist, she assists her clients with the non-financial aspects of their lives across the generations.
Families are complex ecosystems. Deciding on the best strategy for a successful estate plan is hard enough, and implementing that strategy rarely goes smoothly. That’s why families so often turn to advisors, to secure a positive future. Dr. Lami’s gift is to look at the whole picture and guide her clients to resolve situations and issues, which allows them to move forward in a sustainable and healthy way.