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...
As a wealth psychologist, my work transcends the numerical realm of spreadsheets and financial charts. It delves deeper into the complex labyrinth of human emotions, behaviors, and values, exploring how these non-financial aspects influence an individual’s...
Your child – grown and matured, confidently navigating the world of finance, making informed decisions about investments, understanding the value of money, and carrying forward a family’s legacy of wealth with grace and wisdom. Such a pleasing thought,...
Picture this: a grand family estate, a testament to years of hard work, prudent decisions, and savvy investments. Now, imagine the daunting task of ensuring this legacy smoothly transitions to the next generation, without the all-too-common familial discord or the...
