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Dr. Lami’s Insight: The Art of Teaching Children About Sustainable Wealth Management

Dr. Lami’s Insight: The Art of Teaching Children About Sustainable Wealth Management

by toma | Sep 19, 2023 | Blog, family wealth conflict resolution, generational wealth transfer, Next Gen Coaching and Preparation

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...
Tackling the ‘Soft Issues’ in Wealth Management: The Importance of Understanding Wealth Psychology

Tackling the ‘Soft Issues’ in Wealth Management: The Importance of Understanding Wealth Psychology

by toma | Sep 12, 2023 | Blog, generational wealth transfer, personal 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...
The Unspoken Building Blocks of Life: The Role of a Wealth Psychologist

The Unspoken Building Blocks of Life: The Role of a Wealth Psychologist

by toma | Sep 4, 2023 | Blog

When focusing on the The Unspoken Building Blocks of Life we often hear popular phrases like “communication is key” or “relationships are the foundation” in relation to success in life and business. These adages, while rooted in truth, only...
Passing on Prosperity: Dr. Lami’s Guide to Educating Children About Wealth Transfer

Passing on Prosperity: Dr. Lami’s Guide to Educating Children About Wealth Transfer

by toma | Aug 31, 2023 | Blog, family wealth conflict resolution, generational wealth transfer

Wealth transfer is more than a mere financial transaction; it’s a delicate interplay of family values, fiscal responsibility, and the continuity of a family’s legacy. As the steward of your family’s wealth, you carry the responsibility of not only...
Dr. Lami’s Take: Preparing Your Children for Wealth Inheritance

Dr. Lami’s Take: Preparing Your Children for Wealth Inheritance

by toma | Aug 22, 2023 | Blog, effects of wealth, family wealth conflict resolution, financial well being, generational wealth transfer

Preparing your children for wealth inheritance isn’t just a transfer of financial assets; it’s the handing down of a legacy, values, and a way of life. It signifies the continuity of family traditions and the beginning of a new chapter for the next...
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Recent Posts

  • Dr. Lami’s Insight: The Art of Teaching Children About Sustainable Wealth Management
  • Tackling the ‘Soft Issues’ in Wealth Management: The Importance of Understanding Wealth Psychology
  • The Unspoken Building Blocks of Life: The Role of a Wealth Psychologist
  • Passing on Prosperity: Dr. Lami’s Guide to Educating Children About Wealth Transfer
  • Dr. Lami’s Take: Preparing Your Children for Wealth Inheritance

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