Dr. Ronit Meshie-Mai Lami is unique within the wealth management industry. Being a Coach and a Wealth Psychologist, she assists global HNW families to manage the non-fiscal aspects of their wealth 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. Wealth Psychology across Generations looks at the whole picture and helps resolve issues and move forward in a sustainable and healthy way.