Spears – Best Family Business Advisors, Wealth Advisor & Psychologist

by toma | Mar 16, 2023 | Family Business Consulting, Media, Spears, Succession Planning, The Psychology of Wealth Psychology

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...

My Insights on the Common Succession Planning Issue of ‘The Heir and Spare’

by toma | Feb 27, 2023 | Media, relationship with money, Succession Planning, The Psychology of Wealth Psychology

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...

Members Only: Pillars for Wealth Parenting

by Ronit Lami | Dec 3, 2020 | Blog, family wealth conflict resolution, generational wealth transfer, money and happiness, Next Gen Coaching and Preparation, relationship with Money, Succession Planning

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Spears – Best Family Business Advisors, Wealth Advisor & Psychologist

My Insights on the Common Succession Planning Issue of ‘The Heir and Spare’

Members Only: Pillars for Wealth Parenting

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