Intergenerational Issues in Wealth Management

Intergenerational Issues in Wealth Management

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...
The Complex Psychology of Wealth and Succession

The Complex Psychology of Wealth and Succession

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....
The Complex Psychology of Wealth and Succession – Farrer & Co

The Complex Psychology of Wealth and Succession – Farrer & Co

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,...
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