Maintaining both financial and emotional well-being is a critical goal for ultra-high-net-worth (UHNW) families and individuals. The pressures and responsibilities associated with significant wealth can be overwhelming, but with the right strategies and support, it is...
Parents play a crucial role in shaping their children’s attitudes and behaviors towards money. The relationship that parents have with money can significantly influence how their children perceive and manage finances. I discuss how parents’ financial...
Wealth management across generations can be complex and challenging. Different generations often have varying perspectives, goals, and approaches to managing wealth. I explore common intergenerational issues in wealth management and offer strategies to address them...
Dr Lami was honored to speak at Farrer & Co Trustees seminar chaired by Sarah Von Schmidt, and joined by Andrew Dickson, and Joseph de Lacey from Farrer & Co. Below is the article written by Joseph de Lacey based on the content presented in the seminar....
Farrer & Co Trustees Seminar invited Dr Lami to speak and provide her expert insight into the complex psychology of wealth and succession between generations. The talk reflected offshore trustees’ experiences of being trustees in the changing world we live in,...