Succession planning for businesses, especially family-owned ones, 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...
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...
I am very proud to be listed on Spears 500 magazine as one of the top recommended family business advisors, wealth advisor & psychologists dealing with generational wealth transfer, Family Business & Family Office dynamics and non-financial wellbeing. Having...
The concept of the “heir” and “spare” is not limited to royal families and is also common in family businesses, where a backup to the first-born heir is desirable. In Prince Harry’s recent book, Spare, he discusses his role as the spare and the constraints of the...
One of the topics that draws much interest is the subject of preparing our children to be responsible custodians of the family wealth. So, how do we ensure a smooth transition of wealth to the next generation? There are many concerns that parents and grandparents...
