As a wealth psychologist, I often guide families through the sensitive and complex process of wealth transfer, and everything related to a proper wealth transfer plan. Unfortunately, I’ve witnessed parents making several common mistakes in their wealth transfer...
Farrer & Co Trustees Seminar invited Dr Lami to speak and provide her expert insight into the complex psychology of wealth and succession between generations. The talk reflected offshore trustees’ experiences of being trustees in the changing world we live in,...
Wealth transfer to the next generation is more than a financial transaction; it’s a rite of passage, a legacy journey that carries forward the family’s heritage and aspirations. As a wealth psychologist, my approach to this critical transition is nuanced...
Wealth transfer is a momentous event that goes beyond the mere shifting of financial assets from one generation to the next. As a wealth psychologist, my perspective on wealth transfer is deeply rooted in preparation, communication, and emotional intelligence....
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...
