My Interview with HSBC Global Private Banking: Why is it so hard to let go of your business?

My Interview with HSBC Global Private Banking: Why is it so hard to let go of your business?

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...
Dr. Lami’s Guide: Nurturing the Next Generation of Wealth Stewards

Dr. Lami’s Guide: Nurturing the Next Generation of Wealth Stewards

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...