by toma | Nov 13, 2023 | Blog, conflict in family business, Family Business Consulting, financial well being, money and success
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...
by toma | Oct 16, 2023 | Blog, family wealth conflict resolution, generational wealth transfer
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,...
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...
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...
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...