Working in a family business can be a challenging yet rewarding experience. The entwined personal and professional relationships can complicate the dynamics. However, with the right approach, one can not only survive but also thrive in such an environment. In my role...
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...
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....
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...
