Wealth Psychologist, Family Wealth & Business Advisor

Families are complex ecosystems, made up of multiple stakeholders, each with their own goals, drivers and emotions. Deciding on the right strategy for a successful estate plan is hard enough, but executing the strategy is rarely as smooth as you might like. That’s why HNW families so often turn to advisors, people who can help you realise the hopes that you have for the future of your estate and legacy.

Sometimes, though, this is not enough, because families are made up of different people, across different generations, with different strengths and vulnerabilities, and each with ideas and aspirations of their own.  Without good communication and emotional intelligence, the best-laid plans can become the victims of seemingly insurmountable obstacles.  This can often lead to feelings of frustration and even anger.

It is not unusual for communication to break down between family and even business members.  They may perceive unfairness within the family dynamic or be demotivated by their role or the task ahead of them.  Such scenarios can have wider repercussions, creating significant barriers to progression, and impacting performance across all areas of your life, your family and your estate plan.

Dr. Lami is unique within the wealth management community. Specialising in the non-financial aspects of wealth across generations, she assists HNW families around the globe to find solutions to matters relating to wealth: relationships, parenting, family history, resolving communication issues, understanding the meaning of wealth and the impact it has on wealth management, wealth transfer, planning and succession. Dr Lami helps clients overcome hurdles to progression and performance, and offering practical guidance on how to educate your next generation helping them to become effective custodians of family legacy.  Often times Dr. Lami act as a facilitator in family discussions, or she helps resolve conflicts amongst members of family businesses or family offices.

Recognised as a world leader in what she does, Dr Lami is a sought after speaker around the world as well as teaches ‘wealth psychology’ course for executive MBA as well as advisors, family members and in various forums around the world.

ABOUT DR. LAMI

Dr Lami

Dr. Roni(t) Meshie Mai Lami is an internationally renowned psychologist, an expert on the psychology of money, success and relationships and is widely recognized as one of the most insightful voices on personal and professional development.

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CLIENT SERVICES

Happy family

Our services are designed around the philosophy that wealth, success or fame create new challenges that involve more than technical skills, or sound financial and legal advice to resolve. Above all, these challenges require to develop a deeper understanding of their respective mind-sets and the impact emotions have on matters relating to wealth, relationships, parenting, family history, planning, succession and other processes. Dr. Lami helps  simplify, shorten and find solutions to these challenges and processes.

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ADVISOR SERVICES

Wealth advisor

Our coaching and consulting services are designed to equip advisors with an improved knowledge of the emotional, non-financial complexities surrounding money and wealth so that they can better understand and serve their clients.

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AS FEATURED IN

Dr. Lami’s work in the field of Wealth Psychology has been featured in international and national media, including CNN, BBC, Forbes, The Wall Street Journal, The Sunday Times, The Guardian, Financial Times, Worth Magazine and Financial Advisor Magazine.

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