The Psychology of Wealth Services
Financial & Non-Financial Wellbeing
Recognizing the lack of awareness on the impact that money can have on emotional well-being, Dr. Lami focuses on delivering tailor made solutions to match the needs of individuals, couples and families around the globe with the ‘non-financial’ challenges wealth presents across generations, cultures and within family businesses.
Many of us do not feel comfortable talking about difficulties, problems, emotions, money and more. However, all these aspects get in the way of healthy relationships and constructive discussions between one another. They create tension and inhibit individuals, couples or families from connecting to each other in a meaningful way
It is not unusual for communication or relationships to break down between family business members . Breakdowns create wider repercussions, creating significant barriers to progression, and impacting performance across other areas of life. Dr. Lami helps clients overcome hurdles to progression and performance in their business as well as their personal lives
Dr. Lami has spoken at conferences and events and has given seminars and keynotes around the world. With workshops, talks, and courses that help improve our understanding of the psychology of money, generational wealth, and family wealth psychology. Dr. Lami has the ability to combine different disciplines, engaging her audience in a way that is educating, inspiring and empowering
About Dr. Lami & Wealth Psychology Across Generations
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.
Client Feedback
“You helped my family and me travel much more deeply and expressively along the road of exploring the meaning of success – internalizing so many ideas relating to this in beautifully thought out and thought through concepts. Your contribution was masterful! You have such a gift not only for beautiful and deep ideas but also for being able to express them so well. Kudos! May you continue to be successful in all ways!”
J. S. and the family, London, UK
“Dr. Lami walked us through a process of exploring our relationship with money. When she asked our family: “What is one thing you want to transform regarding your relationship with money?” some of us did not know what to answer. We never thought of having a relationship with money. We learned that money can be the reason why some people have inner challenges. We examined each of them and began to understand where our obstacles occur. It helped us to deal with and resolve various challenges.”
The B. Family, Los Angeles, USA
“Dr. Ronit Lami is a seasoned coach and advisor. She is highly skilled. As an independent sounding board, she will give you and key members of your family relevant feedback to help you achieve new levels. She will open your mind to developing new ways to attack old challenges, and help you get to the root cause of the problem. I wholeheartedly endorse Dr. Lami as one of the best coaches we have worked with during my 40-year career.”
G. C., Beverly Hills, USA
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