When one hears “wealth management,” the immediate association often gravitates towards portfolios, assets, investments, and financial strategies. However, there’s a deeper dimension often overlooked: the human side of wealth. Family offices, entities...
The topic of wealth has been the center of countless discussions, philosophical debates, and societal reflections. While the markers of wealth have often been seen in materialistic measures, the true understanding of wealth goes much deeper. It encapsulates our...
In my years of working with the none-financial aspects of wealth management, I’ve come to recognize that the successful management of high-net-worth clients goes far beyond mere knowledge of financial markets and investment strategies. At its heart, successful...
Preparing your children for wealth inheritance isn’t just a transfer of financial assets; it’s the handing down of a legacy, values, and a way of life. It signifies the continuity of family traditions and the beginning of a new chapter for the next...
In a rapidly changing world, the only constant is change. Technological advances, global crises, and shifting societal norms create an environment of perpetual uncertainty. Yet, in this unstable landscape, some individuals not only survive but also thrive. The key to...
Estate planning is a critical aspect of wealth management, especially for ultra-high-net-worth (UHNW) individuals. However, even the wealthiest among us can fall prey to common pitfalls. As a wealth psychologist, I have seen how these mistakes can lead to unnecessary...
