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...
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 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, 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 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...
