The Complex Psychology of Wealth and Succession

The Complex Psychology of Wealth and Succession

Dr Lami was honored to speak at Farrer & Co Trustees seminar chaired by Sarah Von Schmidt, and joined by Andrew Dickson, and Joseph de Lacey from Farrer & Co.  Below is the article written by Joseph de Lacey based on the content presented in the seminar....
The 5 Mistakes UHNW People Do With Their Estate Planning

The 5 Mistakes UHNW People Do With Their Estate Planning

Estate planning is a critical aspect of wealth management, especially for ultra-high-net-worth (UHNW) individuals. However, even the wealthiest among us can fall prey to common pitfalls. As a wealth psychologist, I have seen how these mistakes can lead to unnecessary...
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