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Non Financial Solutions
for Family Office, Family
Business & UHNW

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Non Financial Solutions
for Family Office, Family
Business & UHNW

Request a Consultation

Meet Dr Lami

Dr. Lami: A Leader in Non Financial Wellbeing

If you have a family office or you are considering setting up a family office you are at the right place. Dr. Ronit Meshie-Mai Lami is unique within the family office industry. Being a Coach and a Psychologist, she assists her clients with the non-financial aspects of their lives across the generations throughout the US & UK.

Family Enterprises 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.

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Coaching & Consulting for Family Office, Family Business, UHNW Individuals, Couples & Families

Recognizing the lack of awareness on the impact that money or wealth can have on emotional and mental well-being, Dr. Lami focuses on delivering tailor-made solutions to match the needs of HNW individuals, couples and families around the globe with the ‘non-financial’ challenges wealth presents across generations, cultures and family businesses.

 What are the benefits for the Family Office, Family Business and HNW ?

A single-family office is created by a single family to manage their financial and non-financial needs. The latter can be private wealth management advisory firms that serve ultra-high-net-worth individuals (UHNWI). They are different from traditional wealth management shops in that they offer a total outsourced solution to managing the financial and investment side of an affluent individual or family. For example, many family offices offer budgeting, insurance, charitable giving, wealth transfer, and tax services. What family offices often struggle to offer are professionals who can help families with the nonfinancial aspect of their lives, and this is why Dr. Lami’s services are important.

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Family Wealth Resources

ForbesWorth New YorkReuters
CNNThe Guardian
QuoteChannel 4Dow Jones & Co

AS FEATURED IN

Dr. Lami’s work in the field of family office across generations 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.

BBCWall Street JournalNew Statesman
Sunday ExpressFinancial Times
The San Francisco MagazineITVThe Sunday Times

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