Blogs About Wealth Psychology
Insights, tools and information on the Psychology of Wealth
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Common Issues Surrounding UHNW Families Observed by a Wealth Psychologist
Ultra-high-net-worth (UHNW) families enjoy financial freedom and opportunities that most can only dream of. However, with significant wealth comes...
Common Issues in Family Businesses Observed by a Generational Wealth Psychologist
Family businesses are the backbone of many ultra-high-net-worth (UHNW) families. They offer opportunities for collaboration, legacy building, and...
Navigating the Emotional Landscape of Generational Wealth Psychology: Strategies for Successful Wealth Transfer Across Generations
Featuring Dr. Ronit Lami & Next Gen Family Member alongside Todd Benjamin, Former Financial Editor, CNN International I'm thrilled to share an...
Spears Best Family Business Advisers 2023
Dr Lami features in the 2023 list of Best Family Business Advisors in Spears. Listed as one of the top family business advisors and wealth...
A Case Story: Navigating Generational Wealth Psychology Challenges
Every family has its challenges, but for ultra-high-net-worth (UHNW) families, these challenges can be amplified by the complexities of wealth....
Reflecting on Elite Summit 2024: A Fusion of Insight and Innovation in Generational Wealth Psychology
The curtains have closed on another enlightening Elite Summit, leaving us enriched with knowledge. The participation of many esteemed speakers made...
Common Issues I Observe in My Work as a Wealth Psychologist
Working with ultra-high-net-worth (UHNW) families, family businesses, and family offices has taught me one crucial truth: wealth brings...
Are There Different Wealth Challenges at Different Ages?
Wealth brings opportunities and responsibilities, but the challenges that come with it evolve as we move through life. At each stage, our...
Common Issues in Family Offices Observed by a Generational Wealth Psychologist
Family offices play a vital role in managing the financial, legal, and personal affairs of ultra-high-net-worth (UHNW) families. While they provide...
Cutting Costs and Reducing Stress: Estate Planning Simplified
Estate planning is often seen as a complicated, expensive, and stressful process. Many people avoid it because they feel overwhelmed by the...
How Pre-Planning Can Eliminate Legal Headaches and Keep You Calm
Estate planning often feels like a legal minefield—one misstep can lead to costly and time-consuming complications for your loved ones. From probate...
Estate Planning Without the Headaches: Effective Pre-Lawyer Strategies
Estate planning is often perceived as a daunting, headache-inducing process. The mere thought of gathering documents, making complex decisions about...