Featuring Dr. Ronit Lami & Next Gen Family Member alongside Todd Benjamin, Former Financial Editor, CNN International I’m thrilled to share an upcoming highlight of my professional journey—an engaging fireside chat with Todd Benjamin, set in the beautiful...
Wealth management across generations can be complex and challenging. Different generations often have varying perspectives, goals, and approaches to managing wealth. I explore common intergenerational issues in wealth management and offer strategies to address them...
Selling a family business or parting with a significant asset can be one of the most challenging decisions for family business owners, laden with emotional weight and historical significance. Having facilitated numerous transitions, I understand the complexities...
In family businesses, managing wealth is not just about maintaining profitability; it’s also about ensuring the financial security and legacy of the family for future generations. Drawing on my experiences helping family businesses navigate their financial...
In a rapidly evolving market, family businesses face the unique challenge of balancing time-honored traditions with the necessity for innovation. Drawing from my extensive experience in advising family enterprises, I have observed how blending these elements can...
