In a recent enlightening Q&A session hosted by MASECO Private Wealth, Dr. Ronit Lami, a distinguished wealth psychologist, jumped into the intricate dynamics of integrating wealth psychology into estate and transition planning. Tor Flonaes’ (Senior Wealth Manager...
Navigating the intricacies of a family business requires a unique blend of financial acumen and psychological insight. As a wealth psychologist specializing in family businesses, I have observed how the subtle dynamics of wealth psychology profoundly influence family...
Generational legacies are the lifelines that connect past, present, and future family members. More than just a continuation of wealth, they represent shared values, traditions, stories, and lessons passed down. While material inheritance is often the focal point,...
Wealth management is a responsibility that extends beyond personal affluence. It includes the wise stewardship of resources, a thoughtful approach to investment, and a commitment to the greater societal good. When children are educated about sustainable wealth...
We talk about wealth in tangible terms. However, throughout my years of working closely with affluent individuals and their families, I’ve recognized an underlying layer that’s equally pivotal but often overlooked: the emotional and mental dimensions of...
