About Dr. Lami

My work is unique in the wealth management industry. I assist family offices, family businesses and global HNW families manage the non-fiscal aspects of their life, wealth and at times across the generations. My focus is mostly on people and the quality of their lives, while we explore many aspects such as estate planning & wealth transfer, wealth parenting or resolving conflicts. I help families, couples, and individuals with what matters to them emotionally and mentally, and less on the day-to-day decisions of wealth management.

“Dr. Lami has profound insight and wisdom that is beyond textbook knowledge. She is gifted at understanding people and their inner workings. She is gifted with intuition and insight that is unique. Her work has caused us to understand ourselves better, find solutions to our challenges and take actions to resolve whatever was needed.”

A client confides to Dr Lami

I myself come from a family business background and have experienced first-hand the impact that money has on our emotional and mental wellbeing and the quality of our relationships. Working through my own challenges gives me both a personal and professional understanding of the challenges faced by my clients.

With more than eighteen years of experience of helping individuals, couples, and families resolve challenges created by their financial status, as well as understand their relationship with their wealth, I can safely say that I am internationally recognized as a leader in the field of wealth psychology & personal development.

 

My Philosophy and Approach

My work focuses on finding creative and relevant solutions to the non-financial challenges of wealth. I do so by facilitating, advising, educating and coaching clients to develop a deeper understanding of their respective mind-sets and the impact that emotional intelligence has on matters relating to wealth, relationships, parenting, family history, planning and succession.

Emotional intelligence (EQ) has a direct impact on performance in every aspect of our lives. Just as our IQ determines our capacity to learn, EQ determines the qaulity of our financial success: how we feel about money, how we handle it and what we do with it

 

“I have shared with you in one meeting things about me, more than I have shared with my wife in 50 years of marriage”

A client confides to Dr Lami

More so, relationships can be stressed or hurt when financial affairs are perceived by one side or another as unfair. When this happens, communication can break down and resentment builds. This deeply effects a family’s ability to move forward and for its members to fulfil their potential. A breakdown in relationships can often lead to children becoming complacent and demotivated and/or marital problems triggered by jealousy, perceived unfairness, despair or depression.

My clients have referred to me as a “Heart and Mind Alchemist” because they have observed my skill at perceiving what lies below the surface. I see my clients’ greatness and empower them to create positive, long-term change. Unlocking inner dynamics help clients break through limitations and overcome obstacles that stand in the way of accomplishing their goals.

In my work, at times I act as a facilitator, other times as a coach, mentor or a therpist. At times I may be called to help family dynamics and improve the relationships between family members, couples or siblings ; help unlock relationship with money and understant the meaning and the impact it has. Other times it may be helping families in business or family offices with matters related to communication, trusts & trustees, family constitution, and more.

No two people and no two families are the same. As such, there can be no blueprint for my work. The needs of every client are unique. For this reason, all of my work is tailored to the specific needs of individual clients.

 

As well as the abundance of practical experience that I bring to my work, I hold:

    • A Ph.D. in Clinical Psychology
    • An MSc in Industrial Psychology
    • A license as a Clinical Psychologist with the California Board of Psychology
    • A license as a Chartered Psychologist with the British Psychological Society
    • A license as a Clinical Hypnotherapist.

wealth therapy and counseling

Dr. Lami’s Contribution to Wealth Psychology

A widely published wealth psychologist Dr Lami has contributed significantly to the body of literature on the psychology of relationships and wealth psychology, including numerous articles and a regular column. She is also a contributor to Deepak Chopra’s book, Roadmap to Success, on the subject of affluenza and wealth psychology.

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.

Based on her Ph.D. research findings, her own recently completed book uncovers universal core practices to a ‘better wellbeing – be it mental, emotional, or spiritual. Applying these principles will allow you to transform various areas of your life.

Dr Lami is a frequent keynote speaker at conferences and events. She also acts as an expert witness, helping with issues related to the psychological effects of money & wealth, affluenza, child support, and various legal proceeding.

She taught her Executive MBA course on the Psychology of Wealth designed for the Executive MBA Program in Asset and Wealth Management at the Tepper School of Business at Carnegie Mellon University.

Dr Lami also offers continuing education courses designed to equip private bankers, financial advisors, CPA’s, attorneys, mental health professionals as well as other asset and wealth management professionals with a greater knowledge and understanding about the psychology of wealth, and the emotional and non-financial complexities surrounding wealth management and wealth transfer.

Based on her PhD research findings, and her experience as a wealth psychologist, Dr. Lami developed her Pillars for Wealth Parenting © program, which is designed to have parents and their offspring, develop the awareness, skills and capabilities that allow the evolution of values and attitudes that are necessary to develop healthy relationship with money and wealth.