As a wealth psychologist, my work often revolves around family businesses and wealth transfer across generations. In this sphere, I’ve observed a common thread that links successful, family sustainability enterprises – it’s not just about the...
Succession planning is a complex process that involves not just financial and operational aspects but emotional ones as well. As a wealth psychologist who counsels UHNW families and individuals, I understand how deeply ingrained one’s identity can become with...
As a wealth psychologist, I have had the privilege of working with numerous families in their quest to nurture a financially aware, responsible, and empowered next generation. Guiding the successors of family wealth is as much about preparing them to manage the...
In the grand tapestry of human life, wealth—its accumulation, preservation, and most importantly, its transfer—has played a pivotal role in shaping family dynamics, particularly in the realm of family businesses. Generational differences in perceptions and values can...
In the universe of wealth management, a novel star is steadily emerging – the Psychology of Wealth. Traditional wealth management primarily focuses on the tangible aspects: increasing assets, reducing liabilities, maximizing returns. However, the new frontier of...
