by toma | Jul 7, 2023 | Blog, conflict in family business, next gen wealth transfer, Spears, Succession Planning, The Psychology of Wealth Psychology
Dr Lami features in the 2023 list of Best Family Business Advisors in Spears. Listed as one of the top family business advisors and wealth psychologists, dealing with family business issues and conflicts, Dr Lami’s unique approach helps to build bridges, improve...
by toma | Jun 8, 2023 | Blog, effects of wealth, Estate Planning, family wealth conflict resolution, financial well being, generational wealth transfer, Next Gen Coaching and Preparation, next gen 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....
by toma | Jun 1, 2023 | Blog, Family Business Consulting, Media, next gen wealth transfer, Philanthropy, Succession Planning, Wealth transfer and family conflict
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...
by toma | Jun 1, 2023 | Blog, family wealth conflict resolution, financial well being, Next Gen Coaching and Preparation, next gen wealth transfer, Succession Planning, wealth transfer
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...
by toma | May 11, 2023 | conflict in family business, Media, Next Gen Coaching and Preparation, next gen wealth transfer
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,...
by toma | May 5, 2023 | conflict in family business, Family Business Consulting, generational wealth transfer, Media, Next Gen Coaching and Preparation, next gen wealth transfer, non financial well being
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...