For decades, wealth management has been synonymous with achieving the highest returns. Success was measured in percentages and dollar signs, with little regard for the emotional, relational, and societal impacts of wealth. Today, however, there’s a growing realization...
Many people hold misconceptions about psychology, especially when it comes to wealth and its emotional impact. Some see psychology as unnecessary or irrelevant, while others may associate it only with resolving crises or mental health issues. These myths often prevent...
Ultra-high-net-worth (UHNW) families enjoy financial freedom and opportunities that most can only dream of. However, with significant wealth comes unique challenges that can strain relationships, create misunderstandings, and jeopardize long-term success. These...
Family businesses are the backbone of many ultra-high-net-worth (UHNW) families. They offer opportunities for collaboration, legacy building, and financial growth. However, they also come with unique challenges. Emotional dynamics, generational differences, and...
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...
