The concept of legacy in wealth management extends far beyond financial assets and material possessions. It encompasses the values, philosophies, and attitudes that families pass down through generations. As a wealth psychologist specializing in family wealth transfer...
In the realm of wealth management, the focus often gravitates towards financial planning and asset allocation. However, as a wealth psychologist working with affluent families, I’ve recognized a critical aspect that often goes unaddressed: the role of wealth...
Wealth management is a responsibility that extends beyond personal affluence. It includes the wise stewardship of resources, a thoughtful approach to investment, and a commitment to the greater societal good. When children are educated about sustainable wealth...
Transferring wealth to the next generation is a complex process that transcends numbers and legalities. It’s a delicate balance of imparting financial knowledge, instilling values, and preparing the younger generation for a responsibility that’s profound...
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...
Wealth transfer is a critical process for ultra-high-net-worth (UHNW) individuals, shaping not just their legacy but also the financial future of their heirs. However, wealth transfer can be fraught with complexity and requires meticulous planning to avoid common...
