by matt | Nov 24, 2023 | Blog, Estate Planning, generational wealth transfer, Succession Planning
Succession planning, in the context of family wealth, is a journey layered with complexity and emotion. It’s about transferring not just financial assets but also values, responsibilities, and a legacy. This process, deeply intertwined with wealth psychology,...
by matt | Oct 18, 2023 | Blog, Succession Planning
Succession planning, traditionally seen as a financial and legal process, is undergoing a paradigm shift. It’s no longer just about transferring assets; it’s about transferring values, understanding, and preparedness. Herein lies the crucial role of wealth...
by matt | Sep 27, 2023 | Blog, Family Business Consulting, Succession Planning, The Psychology of Wealth Psychology
Succession planning remains one of the most critical yet challenging processes for family businesses. The transfer of leadership, responsibility, and assets can be fraught with emotional complexities, generational differences, and competing visions for the future. For...
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 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...