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...
Surviving and Thriving as a Multi-generational Family

Surviving and Thriving as a Multi-generational Family

Living harmoniously as a multi-generational family comes with its share of challenges, yet, when approached wisely, it can be a deeply rewarding experience. As a wealth psychologist, I have worked extensively with multi-generational families and have seen firsthand...