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 Ronit Lami | Nov 15, 2020 | Blog, financial well being, money and happiness, money and success, Philanthropy