My Interview with HSBC Global Private Banking: Why is it so hard to let go of your business?

My Interview with HSBC Global Private Banking: Why is it so hard to let go of your business?

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...
Bridging Generational Gaps: The Role of Wealth Psychology in Family Businesses

Bridging Generational Gaps: The Role of Wealth Psychology in Family Businesses

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...
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