Featuring Dr. Ronit Lami & Next Gen Family Member alongside Todd Benjamin, Former Financial Editor, CNN International I’m thrilled to share an upcoming highlight of my professional journey—an engaging fireside chat with Todd Benjamin, set in the beautiful...
In a recent enlightening Q&A session hosted by MASECO Private Wealth, Dr. Ronit Lami, a distinguished wealth psychologist, jumped into the intricate dynamics of integrating wealth psychology into estate and transition planning. Tor Flonaes’ (Senior Wealth Manager...
Dr. Lami has been honored to receive the prestigious award “Most Influential Financial & Mental Wellbeing Business Leader 2024” by Acquisition International, a prominent voice in modern business. This award celebrates her contributions to the fields of...
In my many years as working with to Ultra High Net Worth Individuals (UHNWIs) and families focusing on the psychology of wealth, I’ve come to observe some intriguing trends. Not least of these is the emergence of a phenomenon of ‘stealth wealth.’...
Farrer & Co Trustees Seminar invited Dr Lami to speak and provide her expert insight into the complex psychology of wealth and succession between generations. The talk reflected offshore trustees’ experiences of being trustees in the changing world we live in,...
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...
