Living harmoniously as a multi-generational family comes with its share of challenges, yet, when approached wisely, it can be a deeply rewarding experience. As a wealth psychologist, I have worked extensively with multi-generational families and have seen firsthand...
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....
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...
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...
Dr Lami featured in a panel discussion with Farrer & Co providing insight into the challenges faced by beneficiaries and trustees for generational change. She joins a recent panel discussion on trusts and the challenges of generational change. Dr Ronit Lami MSc,...
In a recent article with Canadian Family Office Magazine Dr Lami provides insights into the benefits of family therapy for family businesses and across generations. As a wealth psychologist who has worked with ultra-high-net-worth individuals and families from diverse...